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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 %
MBT
426
Montecito Bank & Trust
California
$4.87M +$366K +2,363 +8%
BRG
427
Bay Rivers Group
Virginia
$4.85M +$120K +775 +3%
IP
428
Investment Partners
Ohio
$4.83M +$191K +1,235 +4%
Koshinski Asset Management
429
Koshinski Asset Management
Illinois
$4.8M -$2.2M -14,242 -31%
MG
430
MilWealth Group
Wisconsin
$4.79M -$104K -674 -2%
HWM
431
Hohimer Wealth Management
Washington
$4.77M +$552K +3,566 +13%
NG
432
Northstar Group
New York
$4.74M +$31.4K +203 +0.7%
PFA
433
Plotkin Financial Advisors
Maryland
$4.74M +$196K +1,268 +4%
AR
434
Advisory Research
Illinois
$4.72M – – –
SQA
435
Simon Quick Advisors
New Jersey
$4.72M -$222K -1,432 -4%
Susquehanna International Group
436
Susquehanna International Group
Pennsylvania
$4.7M +$781K +5,045 +20%
ARIS
437
Advanced Research Investment Solutions
California
$4.69M +$1.86M +12,000 +66%
SSWG
438
Seven Springs Wealth Group
Tennessee
$4.69M -$135K -875 -3%
HPC
439
HM Payson & Co
Maine
$4.62M -$244K -1,576 -5%
WCM
440
WealthBridge Capital Management
Ohio
$4.62M +$586K +3,788 +15%
Bessemer Group
441
Bessemer Group
New Jersey
$4.61M +$496K +3,203 +12%
DFA
442
DHJJ Financial Advisors
Illinois
$4.61M +$137K +883 +3%
NWS
443
Newport Wealth Strategies
California
$4.58M -$80.3K -519 -2%
CA
444
Clearstead Advisors
Ohio
$4.56M +$152K +980 +3%
PTC
445
Philadelphia Trust Company
Pennsylvania
$4.55M +$342K +2,210 +8%
AC
446
Alexandria Capital
Virginia
$4.53M -$249K -1,607 -5%
NL
447
NWAM LLC
Washington
$4.52M +$287K +1,856 +7%
OCM
448
Orion Capital Management
California
$4.45M +$82.5K +533 +2%
MWA
449
Moser Wealth Advisors
Washington
$4.45M +$12.1K +78 +0.3%
PWMG
450
Pinnacle Wealth Management Group
Michigan
$4.44M +$4.44M +28,686 New
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