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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 %
LP
651
LGL Partners
Pennsylvania
$2.02M +$8.51K +55 +0.4%
SCG
652
Sonata Capital Group
Washington
$2.02M +$31K +200 +2%
CCP
653
Corient Capital Partners
California
$2.01M -$85.3K -551 -4%
IWA
654
IBEX Wealth Advisors
New Jersey
$2.01M +$2.01M +12,971 New
JCM
655
Jag Capital Management
Missouri
$2.01M -$23.2K -150 -1%
RA
656
RFG Advisory
Alabama
$2.01M +$49.1K +317 +3%
EAM
657
Evanson Asset Management
California
$2.01M +$929 +6 +0%
EC
658
Estate Counselors
Wisconsin
$2.01M -$68.9K -445 -3%
PHS
659
Pekin Hardy Strauss
Illinois
$2M +$11.9K +77 +0.6%
RWM
660
Ritholtz Wealth Management
New York
$1.99M +$54.8K +354 +3%
ACA
661
Atlas Capital Advisors
Wyoming
$1.98M -$83.4K -539 -4%
MWM
662
Mascoma Wealth Management
New Hampshire
$1.98M +$68.1K +440 +4%
SAM
663
Secure Asset Management
Michigan
$1.97M +$102K +657 +5%
FFN
664
Focus Financial Network
Minnesota
$1.97M +$126K +817 +7%
HCMT
665
Highland Capital Management (Tennessee)
Tennessee
$1.97M -$211K -1,366 -10%
LWAC
666
Laurel Wealth Advisors (California)
California
$1.96M +$193K +1,244 +11%
APW
667
Austin Private Wealth
Texas
$1.96M +$22.1K +143 +1%
SA
668
SRH Advisors
Kansas
$1.95M +$23.4K +151 +1%
FCI
669
Financial Counselors Inc
Kansas
$1.95M +$98.2K +634 +5%
5L
670
55I LLC
Massachusetts
$1.94M +$1.24M +8,033 +180%
PJSIMP
671
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.93M +$174K +1,092 +10%
WJWM
672
Williams Jones Wealth Management
New York
$1.92M +$82.8K +535 +5%
PBF
673
Petix & Botte Financial
California
$1.91M -$5.11K -33 -0.3%
WOSD
674
WFA of San Diego
California
$1.9M +$130K +843 +7%
SCM
675
Southport Capital Management
Tennessee
$1.89M -$144K -927 -7%
25 26
27
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