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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 %
WTC
401
WhitTier Trust Company
Nevada
$5.46M -$46.6K -301 -0.8%
GRP
402
Global Retirement Partners
California
$5.38M +$231K +1,493 +4%
HCM
403
Hollencrest Capital Management
California
$5.34M +$22.6K +146 +0.4%
KPWS
404
Kestra Private Wealth Services
Texas
$5.32M +$90.1K +582 +2%
HNB
405
Huntington National Bank
Ohio
$5.32M +$5.32M +15,637 New
RMAM
406
Raab & Moskowitz Asset Management
New Jersey
$5.29M -$310 -2 -0%
Millennium Management
407
Millennium Management
New York
$5.23M +$3.16M +20,394 +152%
TA
408
TrueWealth Advisors
Alabama
$5.21M +$619K +4,002 +13%
CFGS
409
Concourse Financial Group Securities
Alabama
$5.21M +$129K +836 +3%
IA
410
Insight Advisors
Pennsylvania
$5.2M +$270K +1,698 +5%
CAC
411
Certified Advisory Corp
Florida
$5.2M +$153K +988 +3%
HT
412
Heritage Trust
Oklahoma
$5.16M -$103K -664 -2%
EFS
413
Essex Financial Services
Connecticut
$5.16M – – –
CFO
414
CVA Family Office
Colorado
$5.13M +$464 +3 +0%
CFO
415
Colony Family Offices
North Carolina
$5.05M -$157K -1,012 -3%
ACS
416
Archford Capital Strategies
Illinois
$5.05M -$153K -990 -3%
AP
417
Advisors Preferred
Maryland
$5.04M +$5.04M +32,365 New
HWM
418
Howard Wealth Management
Connecticut
$5.03M +$98.8K +638 +2%
DI
419
DAGCO Inc
Ohio
$5.03M +$638K +4,120 +15%
JWBC
420
J.W. Burns & Co
New York
$4.98M -$217K -1,399 -4%
PCIA
421
Prime Capital Investment Advisors
Kansas
$4.97M +$1.06M +6,872 +27%
RC
422
RegentAtlantic Capital
New Jersey
$4.97M +$310 +2 +0%
FPS
423
Fieldpoint Private Securities
Connecticut
$4.92M -$2.69M -16,700 -35%
ACA
424
Aptus Capital Advisors
Alabama
$4.88M +$46.7K +302 +1%
Natixis Advisors
425
Natixis Advisors
Massachusetts
$4.88M +$441K +2,848 +10%
15 16
17
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