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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 %
KFGK
501
Keystone Financial Group (Kentucky)
Kentucky
$3.55M +$145K +934 +4%
BOH
502
Bank of Hawaii
Hawaii
$3.52M – – –
RIG
503
Roosevelt Investment Group
New York
$3.52M +$49.4K +319 +1%
DJSG
504
D.J. St. Germain
Massachusetts
$3.52M – – –
FMN
505
Financial Management Network
California
$3.52M -$101K -647 -3%
BC
506
Bartlett & Co
Ohio
$3.46M +$54.6K +353 +2%
BCWM
507
Bartlett & Co Wealth Management
Ohio
$3.46M +$54.6K +353 +2%
CIM
508
Corda Investment Management
Texas
$3.46M -$33.9K -219 -1%
BCA
509
Berman Capital Advisors
Georgia
$3.46M +$60.8K +393 +2%
WAP
510
Wealthcare Advisory Partners
Pennsylvania
$3.45M +$96K +620 +3%
CM
511
Cornerstone Management
Georgia
$3.44M -$134K -866 -4%
DMC
512
Drexel Morgan & Co
Pennsylvania
$3.41M -$8.15M -52,669 -71%
VWA
513
V Wealth Advisors
Kansas
$3.41M +$572K +3,703 +20%
KPW
514
Kore Private Wealth
New York
$3.4M -$65.8K -425 -2%
MW
515
Marcum Wealth
Ohio
$3.4M +$155 +1 +0%
FWM
516
Fairhaven Wealth Management
Illinois
$3.37M +$14.9K +96 +0.4%
Mirae Asset Global Investments
517
Mirae Asset Global Investments
South Korea
$3.35M +$1.32M +8,555 +65%
MCM
518
Maple Capital Management
Vermont
$3.34M +$521K +3,216 +19%
WFA
519
Wade Financial Advisory
California
$3.33M -$113K -731 -3%
CWG
520
Cornerstone Wealth Group
North Carolina
$3.31M -$203K -1,307 -6%
IFO
521
Independent Family Office
New York
$3.27M +$132K +853 +4%
GWM
522
Geneos Wealth Management
Colorado
$3.26M -$3.23M -20,588 -50%
CCFM
523
Clear Creek Financial Management
Washington
$3.24M +$3.24M +20,900 New
AA
524
Advisory Alpha
Michigan
$3.22M +$2.88M +18,590 +848%
GB
525
Gunma Bank
Japan
$3.2M -$186K -1,200 -5%
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