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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 %
BJL
601
Brighton Jones LLC
Washington
$2.3M +$526K +3,396 +30%
AF
602
Affiance Financial
Minnesota
$2.29M – – –
LW
603
Linscomb Wealth
Texas
$2.29M -$248K -1,604 -10%
RG
604
Retirement Group
California
$2.28M +$38.7K +250 +2%
CAN
605
Claraphi Advisory Network
United States
$2.27M +$87K +562 +4%
SSWM
606
Smith Salley Wealth Management
North Carolina
$2.27M – – –
PSUF
607
People's United Financial
Connecticut
$2.26M +$46.4K +300 +2%
NNP
608
Nachman Norwood & Parrott
South Carolina
$2.25M -$88.2K -570 -4%
OPS
609
Orion Portfolio Solutions
Nebraska
$2.25M +$84.2K +544 +4%
JWM
610
JGP Wealth Management
Oregon
$2.25M -$2.89M -18,659 -56%
TPA
611
Trivium Point Advisory
Connecticut
$2.25M -$335K -2,161 -13%
LIA
612
LBMC Investment Advisors
Tennessee
$2.24M +$156K +1,008 +7%
Squarepoint
613
Squarepoint
New York
$2.24M +$2.24M +14,464 New
WP
614
WealthSource Partners
California
$2.24M -$157K -1,016 -7%
Carson Wealth (CWM LLC)
615
Carson Wealth (CWM LLC)
Nebraska
$2.22M – – –
BW
616
Bison Wealth
Georgia
$2.19M -$90.7K -586 -4%
WS
617
Wedbush Securities
California
$2.18M +$688K +4,447 +46%
OLA
618
Oliver Luxxe Assets
New Jersey
$2.17M +$143K +926 +7%
WAG
619
Winthrop Advisory Group
Massachusetts
$2.16M +$63.5K +410 +3%
JFG
620
JMG Financial Group
Illinois
$2.16M +$65.6K +424 +3%
AF
621
Advisornet Financial
Minnesota
$2.16M +$83.8K +541 +4%
FNBT
622
FineMark National Bank & Trust
Florida
$2.16M -$182K -1,175 -8%
PFA
623
Pettinga Financial Advisors
Indiana
$2.15M -$124K -800 -5%
SWA
624
Sax Wealth Advisors
New Jersey
$2.15M -$1.86M -12,039 -46%
MA
625
MUFG Americas
New York
$2.15M -$4.03K -26 -0.2%
23 24
25
26 27