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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.25B
2
Citigroup
Citigroup
New York
$408M
3
KAS
Kestra Advisory Services
Texas
$45.5M
4
William Blair & Company
William Blair & Company
Illinois
$87.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWPG
526
Strategic Wealth Partners Group
Illinois
$3.03M +$294 +2 +0%
IWM
527
IHT Wealth Management
Illinois
$3.02M +$5.44K +37 +0.2%
PA
528
Pinnacle Associates
New York
$2.97M -$138K -937 -4%
TVWM
529
Tower View Wealth Management
Wisconsin
$2.96M -$83.7K -569 -3%
SMG
530
Spectrum Management Group
Indiana
$2.96M +$1.33M +9,053 +82%
SFG
531
Sovereign Financial Group
Connecticut
$2.95M +$15.9K +108 +0.5%
GIM
532
Goelzer Investment Management
Indiana
$2.92M -$50K -340 -2%
RWMH
533
Riverpoint Wealth Management Holdings
Illinois
$2.92M +$8.38K +57 +0.3%
CB
534
Commerce Bank
Missouri
$2.89M +$141K +960 +5%
PPP
535
Private Portfolio Partners
New Jersey
$2.89M -$47.9K -326 -2%
CMBA
536
C.M. Bidwell & Associates
Hawaii
$2.79M +$19.3K +131 +0.7%
SW
537
StrongBox Wealth
Missouri
$2.72M -$598K -4,062 -18%
MHS
538
M Holdings Securities
Oregon
$2.71M +$27.5K +187 +1%
VWA
539
V Wealth Advisors
Kansas
$2.7M +$746K +5,073 +38%
ARIS
540
Advanced Research Investment Solutions
California
$2.69M +$1.53M +10,422 +132%
DSC
541
Duncker Streett & Co
Missouri
$2.69M -$36.6K -249 -1%
HNB
542
Huntington National Bank
Ohio
$2.69M -$2.48M – –
AFM
543
Abbot Financial Management
Massachusetts
$2.68M +$132K +901 +5%
GHA
544
GW Henssler & Associates
Georgia
$2.66M -$63.1K -429 -2%
OCG
545
Opus Capital Group
Ohio
$2.65M +$35.7K +243 +1%
MSA
546
Marino Stram & Associates
Massachusetts
$2.64M +$90.2K +613 +4%
EWM
547
Elmwood Wealth Management
California
$2.63M +$2.63M +17,879 New
NAS
548
Nicolet Advisory Services
Wisconsin
$2.62M +$28.1K +191 +1%
JIC
549
Johnson Investment Counsel
Ohio
$2.62M -$42.2K -287 -2%
YWP
550
YorkBridge Wealth Partners
New York
$2.61M -$157K -1,070 -6%
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