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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,481 hedge funds and large institutions have $26.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 661 increasing their positions, 469 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+9
Holders Change %
+0.61%
% of All Funds
26.01%
Holding in Top 10
206
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.44%
% of All Funds
3.62%
New
94
Increased
661
Reduced
469
Closed
52
Calls
$70.3M
Puts
$76.7M
Net Calls
-$6.46M
Net Calls Change
-$15.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$829M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B
3
Citigroup
3
Citigroup
New York
$498M
4
RA
4
Rational Advisors
New York
$77.8M
5
B
5
Barings
North Carolina
$70.1M

Top Sellers

1
ZB
1
Zions Bancorporation
Utah
$59.2M
2
IC
2
Inscription Capital
Texas
$0
3
AWM
3
AE Wealth Management
Kansas
$19.6M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$919M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
51
RWA Wealth Partners
Massachusetts
$74.7M +$1.83M +11,937 +3%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$74.4M +$6.2M +40,375 +9%
Creative Planning
53
Creative Planning
Kansas
$72.9M +$482K +3,137 +0.7%
B
54
Barings
North Carolina
$70.1M +$67M +435,984 +2,145%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$69.3M +$3.92M +25,490 +6%
NFC
56
Northeast Financial Consultants
Connecticut
$69M +$8.33M +54,202 +14%
Franklin Resources
57
Franklin Resources
California
$68.8M +$15.5M +100,708 +29%
DC
58
Derby & Company
Massachusetts
$66.6M +$2.2M +14,293 +3%
PPA
59
Parametric Portfolio Associates
Washington
$66.1M +$1.36M +8,860 +2%
SF
60
Synovus Financial
Georgia
$65.7M -$965K -6,285 -1%
CMO
61
Covenant Multifamily Offices
Texas
$64.7M +$738K +4,754 +1%
JIP
62
JBJ Investment Partners
South Carolina
$62.8M +$1.04M +6,744 +2%
PCMC
63
Paragon Capital Management (Colorado)
Colorado
$61.1M -$1.02M -6,609 -2%
Two Sigma Investments
64
Two Sigma Investments
New York
$60.3M +$16M +104,200 +36%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$60.2M -$27.7M -180,231 -32%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$59.7M -$2.1M -12,795 -3%
ZB
67
Zions Bancorporation
Utah
$59.2M -$81.9M -533,047 -58%
SAI
68
Systematic Alpha Investments
New Jersey
$58M – – –
TPCW
69
TD Private Client Wealth
New York
$57.8M -$3.78M -24,617 -6%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$55.7M -$1.11M -7,029 -2%
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$53.5M -$211K -1,376 -0.4%
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$53.3M +$528K +3,435 +1%
VM
73
VPR Management
Texas
$52.3M – – –
AAS
74
Annex Advisory Services
Wisconsin
$51.3M +$296K +1,924 +0.6%
3F
75
360 Financial
Minnesota
$50.9M +$1.21M +7,888 +2%
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