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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 %
CFA
751
CWS Financial Advisors
Michigan
$1.47M +$18.3K +118 +1%
AIP
752
Ahrens Investment Partners
Louisiana
$1.46M – – –
PFS
753
Prospera Financial Services
Texas
$1.45M +$15.8K +102 +1%
RIA
754
RPG Investment Advisory
California
$1.42M -$95.6K -618 -6%
CCFCSB
755
Cape Cod Five Cents Savings Bank
Massachusetts
$1.42M -$8.82K -57 -0.6%
BOPW
756
Brandywine Oak Private Wealth
Pennsylvania
$1.4M +$698K +4,512 +99%
SWP
757
Strategic Wealth Partners
Ohio
$1.39M -$2.79K -18 -0.2%
AFG
758
Albion Financial Group
Utah
$1.38M +$1.38M +8,935 New
TA
759
TFG Advisers
Michigan
$1.37M -$5.26K -34 -0.4%
SAM
760
Smithbridge Asset Management
Pennsylvania
$1.36M -$5.42K -35 -0.4%
RIA
761
Realta Investment Advisors
Delaware
$1.36M +$88.5K +572 +7%
NRA
762
NSI Retail Advisors
Pennsylvania
$1.35M +$1.35M +8,734 New
CA
763
CSM Advisors
Pennsylvania
$1.35M +$1.35M +8,734 New
KLI
764
Kelman-Lazarov Inc
Tennessee
$1.35M +$8.36K +54 +0.6%
SB
765
Simmons Bank
Arkansas
$1.35M – – –
KMWM
766
Keudell/Morrison Wealth Management
Oregon
$1.34M +$133K +858 +11%
BFIM
767
Beese Fulmer Investment Management
Ohio
$1.34M -$32.5K -210 -2%
AF
768
Allworth Financial
California
$1.33M +$188K +1,212 +16%
BFO
769
Biltmore Family Office
North Carolina
$1.32M -$28.5K -184 -2%
WKWM
770
Walter & Keenan Wealth Management
Indiana
$1.31M +$201K +1,300 +18%
AAM
771
Autus Asset Management
Arizona
$1.31M +$33.6K +217 +3%
SWM
772
Sugarloaf Wealth Management
Georgia
$1.31M +$310 +2 +0%
BA
773
Bluesphere Advisors
Pennsylvania
$1.3M -$90.2K -583 -6%
HFS
774
HBC Financial Services
Washington
$1.3M -$29.3K -189 -2%
WWM
775
Windsor Wealth Management
Indiana
$1.3M -$28K -181 -2%
29 30
31
32 33