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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
1
Trek Financial
Arizona
$134M
2
AI
2
Atria Investments
North Carolina
$116M
3
VWM
3
Venturi Wealth Management
Texas
$95M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$113M
5
IC
5
Inscription Capital
Texas
$44.4M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$6.2M
2
Charles Schwab
2
Charles Schwab
California
$245M
3
Bank of America
3
Bank of America
North Carolina
$3.37B
4
EGA
4
E&G Advisors
Texas
$42.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
51
RWA Wealth Partners
Massachusetts
$73.4M +$1.39M +8,960 +2%
Creative Planning
52
Creative Planning
Kansas
$73M -$739K -4,775 -1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$68.7M -$7.55M -48,749 -10%
SF
54
Synovus Financial
Georgia
$67.2M +$719K +4,647 +1%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$65.9M -$3.04M -19,627 -4%
PPA
56
Parametric Portfolio Associates
Washington
$65.3M +$362K +2,341 +0.6%
DC
57
Derby & Company
Massachusetts
$65M +$1.65M +10,675 +3%
CMO
58
Covenant Multifamily Offices
Texas
$63.7M +$1.17M +7,571 +2%
PCMC
59
Paragon Capital Management (Colorado)
Colorado
$62.5M -$652K -4,211 -1%
JIP
60
JBJ Investment Partners
South Carolina
$62.3M -$6.18M -39,930 -9%
TPCW
61
TD Private Client Wealth
New York
$62.1M -$1.38M -8,929 -2%
NFC
62
Northeast Financial Consultants
Connecticut
$61.1M +$6.32M +40,841 +12%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$59.3M +$1.17M +7,402 +2%
SAI
64
Systematic Alpha Investments
New Jersey
$56.8M – – –
Jones Financial Companies
65
Jones Financial Companies
Missouri
$55.4M -$3.57M -23,103 -6%
AWM
66
AE Wealth Management
Kansas
$55.2M +$43.5M +280,995 +371%
HSWM
67
Hubbell Strickland Wealth Management
Louisiana
$54.1M +$108K +695 +0.2%
Franklin Resources
68
Franklin Resources
California
$53.8M -$667K -4,310 -1%
RPGK
69
Retirement Planning Group (Kansas)
Kansas
$53.2M +$5.93M +38,330 +13%
VM
70
VPR Management
Texas
$52.7M – – –
AAS
71
Annex Advisory Services
Wisconsin
$51.4M +$1.97M +12,745 +4%
3F
72
360 Financial
Minnesota
$50.1M +$1.9M +12,302 +4%
KAS
73
Kestra Advisory Services
Texas
$49.3M +$1.32M +8,533 +3%
BWM
74
BT Wealth Management
Georgia
$45.5M -$975K -6,302 -2%
IC
75
IEQ Capital
California
$45M +$2.79M +18,014 +7%
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