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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 %
M
701
MOTCO
Texas
$1.71M -$34.5K -223 -2%
NDSI
702
Newman Dignan & Sheerar Inc
Rhode Island
$1.71M -$929 -6 -0.1%
Man Group
703
Man Group
United Kingdom
$1.71M +$527K +3,403 +44%
ZF
704
Zhang Financial
Michigan
$1.71M +$64.3K +415 +4%
WCM
705
Windham Capital Management
Massachusetts
$1.7M – – –
SAA
706
Southeast Asset Advisors
Georgia
$1.7M -$23.8K -154 -1%
CA
707
Continuum Advisory
Idaho
$1.69M -$26.3K -170 -2%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.69M – – –
EWA
709
Exencial Wealth Advisors
Oklahoma
$1.67M +$93K +601 +6%
IIC
710
Ironwood Investment Counsel
Arizona
$1.67M +$161K +1,042 +11%
MIM
711
Moseley Investment Management
Florida
$1.67M +$172K +1,111 +11%
Lido Advisors
712
Lido Advisors
California
$1.67M -$774 -5 -0%
NAMP
713
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.66M +$118K +760 +8%
MC
714
Miramar Capital
Illinois
$1.66M +$54.3K +339 +3%
FFWM
715
Future Financial Wealth Management
Ohio
$1.65M +$19.7K +127 +1%
AWA
716
ARQ Wealth Advisors
Arizona
$1.64M -$4.49K -29 -0.3%
IF
717
IRON Financial
Illinois
$1.63M -$92.6K -598 -5%
HIA
718
Harbor Investment Advisory
Maryland
$1.63M +$61.8K +399 +4%
DWT
719
Dorsey & Whitney Trust
South Dakota
$1.63M – – –
VCM
720
Vivaldi Capital Management
Illinois
$1.62M -$88K -543 -5%
FNT
721
First National Trust
Pennsylvania
$1.62M -$17K -110 -1%
DWM
722
Darwin Wealth Management
Florida
$1.61M -$326K -2,105 -17%
DDC
723
DF Dent & Co
Maryland
$1.61M – – –
PCM
724
Parsons Capital Management
Rhode Island
$1.6M +$199K +1,287 +14%
EP
725
Eudaimonia Partners
Tennessee
$1.6M +$136K +876 +9%
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