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.

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 %
SSWM
601
Smith Salley Wealth Management
North Carolina
$2.16M – – –
CHP
602
Cable Hill Partners
Oregon
$2.15M -$23.7K -161 -1%
RG
603
Retirement Group
California
$2.13M -$8.53K -58 -0.4%
AFP
604
Ausdal Financial Partners
Iowa
$2.13M -$285K -1,936 -12%
PSUF
605
People's United Financial
Connecticut
$2.11M -$33.5K -228 -2%
BIAS
606
Beacon Investment Advisory Services
New Jersey
$2.11M -$197K -1,342 -9%
BFA
607
Beacon Financial Advisory
Ohio
$2.09M +$62.8K +427 +3%
MPW
608
MA Private Wealth
California
$2.09M -$244K -1,658 -10%
CCG
609
Cypress Capital Group
Florida
$2.08M +$3.83K +26 +0.2%
CAN
610
Claraphi Advisory Network
United States
$2.08M +$2.21K +15 +0.1%
HCMT
611
Highland Capital Management (Tennessee)
Tennessee
$2.07M -$218K -1,481 -10%
OPS
612
Orion Portfolio Solutions
Nebraska
$2.06M +$105K +715 +5%
CIA
613
Compass Ion Advisors
Pennsylvania
$2.06M +$263K +1,789 +15%
MA
614
MUFG Americas
New York
$2.04M +$38.3K +260 +2%
CHA
615
Carmichael Hill & Associates
Maryland
$2.02M -$4.71K -32 -0.2%
TWM
616
Tradition Wealth Management
Minnesota
$2M -$86.2K -586 -4%
WAG
617
Winthrop Advisory Group
Massachusetts
$1.99M +$107K +728 +6%
CCP
618
Corient Capital Partners
California
$1.99M -$8.88M -60,353 -82%
JFG
619
JMG Financial Group
Illinois
$1.99M -$42.7K -290 -2%
KIA
620
KCM Investment Advisors
California
$1.98M -$154K -1,048 -7%
LIA
621
LBMC Investment Advisors
Tennessee
$1.98M +$588 +4 +0%
EC
622
Estate Counselors
Wisconsin
$1.97M +$510K +3,465 +35%
Millennium Management
623
Millennium Management
New York
$1.97M -$137K -932 -7%
AF
624
Advisornet Financial
Minnesota
$1.97M -$79.6K -541 -4%
VHAM
625
Van Hulzen Asset Management
California
$1.97M -$60.4K -411 -3%
23 24
25
26 27