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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 %
BL
776
BFSG LLC
California
$1.19M -$44.1K -300 -4%
CFO
777
Collective Family Office
Pennsylvania
$1.19M +$52.8K +359 +5%
LSPW
778
Lake Street Private Wealth
Illinois
$1.18M +$32.9K +224 +3%
UR
779
USCA RIA
Texas
$1.17M +$15.4K +105 +1%
CWS
780
Cypress Wealth Services
California
$1.17M -$28.4K -193 -2%
BOS
781
Bingham Osborn & Scarborough
California
$1.17M +$89.8K +610 +8%
CAAS
782
Capital Asset Advisory Services
Michigan
$1.17M +$41.6K +283 +4%
FB
783
First Bancorp
Maine
$1.16M +$1.16M +7,851 New
VFIC
784
Valley Forge Investment Consultants
Pennsylvania
$1.15M -$87.8K -597 -7%
KMWM
785
Keudell/Morrison Wealth Management
Oregon
$1.15M +$1.15M +7,797 New
HGWM
786
Horst & Graben Wealth Management
Oregon
$1.14M +$23.5K +160 +2%
MCM
787
Manchester Capital Management
Vermont
$1.14M -$245K -1,666 -18%
CFD
788
Creative Financial Designs
Indiana
$1.14M -$68.9K -468 -6%
YIA
789
YHB Investment Advisors
Connecticut
$1.13M -$40.6K -265 -3%
WIA
790
Wealthstreet Investment Advisors
Texas
$1.13M +$58.8K +400 +5%
Man Group
791
Man Group
United Kingdom
$1.13M +$1.13M +7,660 New
PP
792
Patten & Patten
Tennessee
$1.11M -$569K -3,873 -34%
ACM
793
Advisors Capital Management
New Jersey
$1.1M +$22.9K +156 +2%
FFS
794
Founders Financial Securities
Maryland
$1.09M -$10.4M -70,623 -90%
CWM
795
Cranbrook Wealth Management
Michigan
$1.09M – – –
AF
796
Allworth Financial
California
$1.08M -$38.8K -264 -3%
JWCA
797
J.W. Coons Advisors
Ohio
$1.08M -$4.56K -31 -0.4%
PWM
798
Perigon Wealth Management
California
$1.08M +$94K +639 +10%
CPA
799
Clear Perspective Advisors
Illinois
$1.08M +$7.06K +48 +0.7%
AP
800
Americana Partners
Texas
$1.08M +$147 +1 +0%
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