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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,472 hedge funds and large institutions have $25.5B invested in Vanguard Dividend Appreciation ETF in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 652 increasing their positions, 470 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+36
Holders Change %
+2.51%
% of All Funds
25.7%
Holding in Top 10
209
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.24%
% of All Funds
3.65%
New
109
Increased
652
Reduced
470
Closed
49
Calls
$57.5M
Puts
$48.5M
Net Calls
+$9.03M
Net Calls Change
+$2.01M

Top Buyers

1
TF
Trek Financial
Arizona
+$117M
2
AI
Atria Investments
North Carolina
+$98.4M
3
VWM
Venturi Wealth Management
Texas
+$95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.2M
5
IC
Inscription Capital
Texas
+$44.4M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$864M
2
Charles Schwab
Charles Schwab
California
-$87.4M
3
Bank of America
Bank of America
North Carolina
-$48.4M
4
EGA
E&G Advisors
Texas
-$40.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JMFC
326
J.M. Forbes & Co
Massachusetts
$7.05M +$153K +986 +2%
WA1
327
Wimmer Associates 1
California
$7.03M +$121K +784 +2%
CCG
328
Chatham Capital Group
Georgia
$7.02M +$91.3K +590 +1%
KOMWMG
329
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.01M +$202K +1,307 +3%
SWA
330
Stratos Wealth Advisors
Ohio
$7.01M +$404K +2,613 +6%
PP
331
Palladium Partners
Virginia
$6.95M -$191K -1,235 -3%
NPI
332
New Perspectives Inc
Mississippi
$6.94M +$6.94M +44,813 New
ABC
333
Associated Banc-Corp
Wisconsin
$6.89M +$3.41M +22,016 +98%
NFP
334
Novak Financial Planning
Maryland
$6.86M -$34.1K -220 -0.5%
DBRC
335
D.B. Root & Company
Pennsylvania
$6.85M +$354K +2,288 +5%
TCA
336
Transcend Capital Advisors
New Jersey
$6.81M +$5.78M +37,329 +564%
MFS
337
McNamara Financial Services
Massachusetts
$6.8M -$28.8K -186 -0.4%
APP
338
Avantax Planning Partners
Iowa
$6.79M +$234K +1,511 +4%
HI
339
Human Investing
Oregon
$6.78M -$60.2K -389 -0.9%
SFA
340
Souders Financial Advisors
Ohio
$6.76M -$619 -4 -0%
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$6.71M +$536K +3,463 +9%
OHIS
342
Oak Harvest Investment Services
Texas
$6.68M +$531K +3,428 +9%
MFA
343
McClarren Financial Advisors
Pennsylvania
$6.66M -$321K -2,075 -5%
CPWA
344
Cerro Pacific Wealth Advisors
California
$6.6M +$6.6M +42,662 New
SMC
345
Smith, Moore & Co
Missouri
$6.58M +$302K +1,953 +5%
WT
346
Washington Trust
Rhode Island
$6.56M +$4.95K +32 +0.1%
KL
347
KWMG LLC
Kansas
$6.54M +$25.2K +162 +0.4%
MOS
348
MGO One Seven
Ohio
$6.54M -$219K -1,414 -3%
ELI
349
Empire Life Investments
Ontario, Canada
$6.53M +$124K +800 +2%
WANY
350
Wealthspire Advisors (New York)
New York
$6.53M -$678K -4,380 -9%
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