VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,436 hedge funds and large institutions have $23.7B invested in Vanguard Dividend Appreciation ETF in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 529 reducing their positions, and 60 closing their positions.

Holders
1,436
Holders Change
+30
Holders Change %
+2.13%
% of All Funds
25.29%
Holding in Top 10
216
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.82%
% of All Funds
3.8%
New
105
Increased
581
Reduced
529
Closed
60
Calls
$43.3M
Puts
$36.3M
Net Calls
+$7.03M
Net Calls Change
+$46.8M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$227M
2
LPL Financial
2
LPL Financial
California
$629M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$55.2M
4
SAI
4
Systematic Alpha Investments
New Jersey
$51.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$332M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Citigroup
2
Citigroup
New York
$408M
3
KAS
3
Kestra Advisory Services
Texas
$45.5M
4
William Blair & Company
4
William Blair & Company
Illinois
$87.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.07B
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$168M 1,141,668 +30,924 +3%
CG
27
Colony Group
Massachusetts
$166M 1,127,164 +62,311 +6%
Brown Advisory
28
Brown Advisory
Maryland
$156M 1,059,732 +93,671 +10%
JIC
29
Joel Isaacson & Co
New York
$128M 867,635 +41,681 +5%
ZB
30
Zions Bancorporation
Utah
$126M 855,270 +82,254 +11%
MWM
31
Modera Wealth Management
New Jersey
$116M 789,906 +39,651 +5%
Mariner
32
Mariner
Kansas
$103M 699,074 +32,094 +5%
Stifel Financial
33
Stifel Financial
Missouri
$101M 689,473 -41,037 -6%
LNC
34
Lincoln National Corp
Pennsylvania
$99.3M 675,393 +54,236 +9%
BMM
35
Berkshire Money Management
Massachusetts
$90.3M 614,068 -6,628 -1%
William Blair & Company
36
William Blair & Company
Illinois
$87.8M 597,089 -474,589 -44%
AL
37
Aspiriant LLC
California
$86.4M 587,471 -6,126 -1%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$82.6M 561,679 -103,484 -16%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$81.5M 554,196 +10,526 +2%
Goldman Sachs
40
Goldman Sachs
New York
$80.7M 548,451 +73,100 +15%
GT
41
Glenmede Trust
Pennsylvania
$79.4M 539,562 +17,064 +3%
SFO
42
Stokes Family Office
Louisiana
$78.7M 534,026 -34,328 -6%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$75.3M 511,700 -30,100 -6%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$72.5M 492,784 +88,948 +22%
Creative Planning
45
Creative Planning
Kansas
$70M 476,100 +11,498 +2%
MML Investors Services
46
MML Investors Services
Massachusetts
$69.6M 473,019 -67,470 -12%
PAG
47
Private Advisor Group
New Jersey
$68.8M 467,759 +8,440 +2%
RWP
48
RWA Wealth Partners
Massachusetts
$68.4M 465,262 +38,375 +9%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$65.7M 446,569 +109,828 +33%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$65.5M 445,488 -19,495 -4%
1
2
3 4 5