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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
+$79.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$49.3M
4
SAI
Systematic Alpha Investments
New Jersey
+$44.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$41.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$258M
2
Citigroup
Citigroup
New York
-$88.5M
3
KAS
Kestra Advisory Services
Texas
-$69.9M
4
William Blair & Company
William Blair & Company
Illinois
-$69.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPSG
551
Princeton Portfolio Strategies Group
New Jersey
$2.59M -$801K -5,446 -24%
SCA
552
St. Clair Advisors
Ohio
$2.57M +$58.8K +400 +2%
CF
553
Centaurus Financial
California
$2.56M +$608K +4,133 +31%
MCM
554
Maple Capital Management
Vermont
$2.56M -$44.1K -300 -2%
BAM
555
Belpointe Asset Management
Nevada
$2.55M +$297K +2,022 +13%
MFA
556
Mayflower Financial Advisors
Massachusetts
$2.5M +$20.7K +141 +0.8%
CG
557
Caprock Group
Idaho
$2.49M +$1M +6,801 +67%
KeyBank National Association
558
KeyBank National Association
Ohio
$2.49M -$75.9K -516 -3%
HC
559
Hoese & Co
Minnesota
$2.47M +$583K +3,965 +31%
GI
560
Glovista Investments
New Jersey
$2.47M -$182K -1,240 -7%
TPA
561
Trivium Point Advisory
Connecticut
$2.45M +$401K +2,724 +20%
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$2.44M +$20.6K +140 +0.9%
TFGT
563
TS Financial Group (TSFG)
Illinois
$2.43M -$8.83K -60 -0.4%
CFP
564
Curran Financial Partners
South Carolina
$2.41M +$394K +2,680 +20%
LW
565
Linscomb Wealth
Texas
$2.41M +$12.5K +85 +0.5%
JFGIW
566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.4M -$35K -238 -1%
COCM
567
Charter Oak Capital Management
New Hampshire
$2.39M -$31.3K -213 -1%
RAM
568
Riggs Asset Management
Pennsylvania
$2.38M +$26.6K +181 +1%
IFG
569
Investors Financial Group
Minnesota
$2.37M +$130K +881 +6%
NIA
570
Northstar Investment Advisors
Colorado
$2.37M +$240K +1,631 +11%
IWC
571
Integrated Wealth Concepts
Massachusetts
$2.37M -$87.8K -597 -4%
NEGWA
572
New England Guild Wealth Advisors
Connecticut
$2.36M -$186K -1,262 -7%
TFO
573
Tarbox Family Office
California
$2.35M -$29.4K -200 -1%
AWM
574
Avior Wealth Management
Nebraska
$2.35M -$17.8K -121 -0.8%
TP
575
Tranquility Partners
Tennessee
$2.35M +$292K +1,986 +14%
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