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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,436 hedge funds and large institutions have $23.7B invested in Vanguard Dividend Appreciation ETF in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 529 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+30
Holders Change %
+2.13%
% of All Funds
25.29%
Holding in Top 10
216
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.82%
% of All Funds
3.8%
New
105
Increased
581
Reduced
529
Closed
60
Calls
$43.3M
Puts
$36.3M
Net Calls
+$7.03M
Net Calls Change
+$46.8M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$227M
2
LPL Financial
LPL Financial
California
+$79.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$49.3M
4
SAI
Systematic Alpha Investments
New Jersey
+$44.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$41.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$258M
2
Citigroup
Citigroup
New York
-$88.5M
3
KAS
Kestra Advisory Services
Texas
-$69.9M
4
William Blair & Company
William Blair & Company
Illinois
-$69.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCFS
726
Butensky & Cohen Financial Security
Florida
$1.43M +$28.7K +195 +2%
MIM
727
Moseley Investment Management
Florida
$1.42M +$25.3K +172 +2%
BUB
728
BBVA USA Bancshares
Texas
$1.42M – – –
MFW
729
Meristem Family Wealth
Minnesota
$1.42M – – –
RWA
730
Ropes Wealth Advisors
Massachusetts
$1.42M -$62.6K -405 -4%
WS
731
Wedbush Securities
California
$1.41M +$407K +2,769 +41%
VCM
732
Versant Capital Management
Arizona
$1.41M – – –
ACM
733
AlphaStar Capital Management
North Carolina
$1.41M +$635K +4,314 +82%
GWCM
734
Godshalk Welsh Capital Management
Pennsylvania
$1.41M – – –
GGS
735
Galvin Gaustad & Stein
Arizona
$1.41M -$222K -1,510 -14%
GSWM
736
Golden State Wealth Management
California
$1.4M -$20.9K -142 -1%
MAA
737
Mraz Amerine & Associates
California
$1.39M -$907K -6,166 -39%
EP
738
Eudaimonia Partners
Tennessee
$1.39M -$40.5K -275 -3%
AIP
739
Ahrens Investment Partners
Louisiana
$1.39M -$80.9K -550 -6%
WCFA
740
Walkner Condon Financial Advisors
Wisconsin
$1.39M +$477K +3,246 +52%
VAG
741
VisionPoint Advisory Group
Texas
$1.38M -$59.7K -406 -4%
CFA
742
CWS Financial Advisors
Michigan
$1.38M +$147K +999 +12%
CIAS
743
Capital Investment Advisory Services
North Carolina
$1.37M -$66.2K -450 -5%
TCM
744
Tandem Capital Management
New Jersey
$1.37M +$27.9K +190 +2%
NCM
745
New Capital Management
Texas
$1.37M – – –
PFS
746
Prospera Financial Services
Texas
$1.36M +$1.47K +10 +0.1%
CAGAS
747
Capital Advisory Group Advisory Services
Minnesota
$1.35M -$3.73M -25,394 -73%
CCFCSB
748
Cape Cod Five Cents Savings Bank
Massachusetts
$1.35M -$29.6K -201 -2%
PCM
749
Parsons Capital Management
Rhode Island
$1.33M +$4.26K +29 +0.3%
BA
750
Bluesphere Advisors
Pennsylvania
$1.32M +$172K +1,171 +15%
28 29
30
31 32