VIG icon

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 %
BOS
776
Bingham Osborn & Scarborough
California
$1.3M +$66.2K +428 +5%
GGS
777
Galvin Gaustad & Stein
Arizona
$1.29M -$185K -1,196 -13%
MPW
778
Monterey Private Wealth
California
$1.29M -$10.2K -66 -0.8%
SBL
779
Sargent Bickham Lagudis
Colorado
$1.29M +$1.01M +6,507 +358%
MWM
780
Mission Wealth Management
California
$1.29M +$11.6K +75 +0.9%
AWM
781
Altavista Wealth Management
North Carolina
$1.26M -$23.7K -153 -2%
MLFP
782
MPS Loria Financial Planners
Illinois
$1.26M -$16.4K -106 -1%
BOTW
783
Bank of the West
California
$1.26M -$7.74K -50 -0.6%
CFO
784
Collective Family Office
Pennsylvania
$1.25M +$2.48K +16 +0.2%
JIP
785
Jaffetilchin Investment Partners
Florida
$1.25M +$651K +4,389 +109%
MWM
786
Moulton Wealth Management
Washington
$1.25M +$1.25M +8,056 New
LSPW
787
Lake Street Private Wealth
Illinois
$1.24M – – –
VFIC
788
Valley Forge Investment Consultants
Pennsylvania
$1.24M +$24.1K +156 +2%
ODIJL
789
One Day In July LLC
Vermont
$1.23M +$407K +2,631 +50%
AIA
790
Alera Investment Advisors
Illinois
$1.22M -$36.8K -238 -3%
KF
791
Krilogy Financial
Missouri
$1.22M +$131K +848 +12%
PMAS
792
PNC Managed Account Solutions
Texas
$1.21M +$1.21M +7,786 New
ACM
793
Advisors Capital Management
New Jersey
$1.2M +$40.1K +259 +3%
SWP
794
Summit Wealth Partners
Florida
$1.19M +$212K +1,372 +22%
NA
795
Nottingham Advisors
New York
$1.19M -$199K -1,289 -14%
CFD
796
Creative Financial Designs
Indiana
$1.18M -$15.5K -100 -1%
HCM
797
Howard Capital Management
Georgia
$1.18M +$1.18M +7,706 New
HGWM
798
Horst & Graben Wealth Management
Oregon
$1.17M -$27.1K -175 -2%
MGIA
799
Moneta Group Investment Advisors
Missouri
$1.17M +$35.8K +231 +3%
EHC
800
Everett Harris & Co
California
$1.16M +$52.6K +340 +5%
30 31
32
33 34