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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 %
SWP
751
Strategic Wealth Partners
Ohio
$1.32M -$5.44K -37 -0.4%
NA
752
Nottingham Advisors
New York
$1.32M -$145K -983 -10%
TFA
753
Teamwork Financial Advisors
Texas
$1.32M +$374K +2,541 +40%
HFS
754
HBC Financial Services
Washington
$1.31M – – –
TA
755
TFG Advisers
Michigan
$1.31M -$42.1K -286 -3%
BFIM
756
Beese Fulmer Investment Management
Ohio
$1.3M +$6.03K +41 +0.5%
SAM
757
Smithbridge Asset Management
Pennsylvania
$1.3M – – –
SMM
758
Stadion Money Management
Georgia
$1.29M – – –
MPW
759
Monterey Private Wealth
California
$1.28M +$1.22K +8 +0.1%
BFO
760
Biltmore Family Office
North Carolina
$1.28M – – –
SB
761
Simmons Bank
Arkansas
$1.28M -$29.4K -200 -2%
KLI
762
Kelman-Lazarov Inc
Tennessee
$1.28M -$75.3K -512 -6%
LA
763
Latitude Advisors
Florida
$1.27M +$89.9K +611 +8%
WWM
764
Windsor Wealth Management
Indiana
$1.26M -$41.5K -282 -3%
CAM
765
Columbia Asset Management
Michigan
$1.26M +$711K +4,830 +129%
KTA
766
Keeley-Teton Advisors
Illinois
$1.22M – – –
AWM
767
Altavista Wealth Management
North Carolina
$1.22M +$92.9K +632 +8%
AAM
768
Autus Asset Management
Arizona
$1.21M +$98.1K +667 +9%
MLFP
769
MPS Loria Financial Planners
Illinois
$1.21M -$271K -1,841 -18%
MWM
770
Mission Wealth Management
California
$1.21M -$56.8K -386 -4%
IAIM
771
International Assets Investment Management
Florida
$1.21M – – –
NFG
772
Nations Financial Group
Iowa
$1.21M +$86.5K +588 +8%
RIA
773
Realta Investment Advisors
Delaware
$1.21M +$702K +4,772 +139%
BOTW
774
Bank of the West
California
$1.2M -$22.1K -150 -2%
AIA
775
Alera Investment Advisors
Illinois
$1.2M +$7.21K +49 +0.6%
29 30
31
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