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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 %
MGIA
801
Moneta Group Investment Advisors
Missouri
$1.07M +$202K +1,373 +23%
NFG
802
Nadler Financial Group
Illinois
$1.07M – – –
FRA
803
Frank Rimerman Advisors
California
$1.07M – – –
CHA
804
Cooper/Haims Advisors
New York
$1.06M +$294 +2 +0%
EA
805
Evergreen Advisors
Tennessee
$1.06M -$10K -68 -0.9%
WKWM
806
Walter & Keenan Wealth Management
Indiana
$1.06M -$568K -3,864 -35%
EHC
807
Everett Harris & Co
California
$1.06M +$3.38K +23 +0.3%
SHGA
808
Sand Hill Global Advisors
California
$1.05M -$116K -787 -10%
KF
809
Krilogy Financial
Missouri
$1.04M +$298K +2,028 +40%
SFG
810
SNS Financial Group
Minnesota
$1.03M -$185K -1,258 -15%
SFSIG
811
San Francisco Sentry Investment Group
California
$1.03M – – –
TC
812
Trust Company
Kansas
$1.03M -$23.7K -161 -2%
QWM
813
Quaker Wealth Management
New Jersey
$1.03M +$1.32K +9 +0.1%
RZH
814
Relyea Zuckerberg Hanson
Connecticut
$1.02M +$61K +399 +6%
NWA
815
Navis Wealth Advisors
New York
$1.02M +$1.91K +13 +0.2%
MWM
816
Meridian Wealth Management
Kentucky
$1.01M -$8.97K -61 -0.9%
TW
817
Towerpoint Wealth
California
$1.01M +$3.09K +21 +0.3%
WA
818
WBH Advisory
Maryland
$1.01M +$770K +5,235 +317%
RG
819
Rikoon Group
New Mexico
$1.01M +$149K +1,014 +17%
RI
820
Ridgewood Investments
New Jersey
$1.01M -$71.9K -489 -7%
LPIC
821
LeJeune Puetz Investment Counsel
Michigan
$1M -$14.7K -100 -1%
RW
822
RVW Wealth
California
$1M +$227K +750 +29%
FFG
823
Ford Financial Group
California
$997K +$882 +6 +0.1%
BAIA
824
Bel Air Investment Advisors
California
$989K +$989K +6,724 New
BWM
825
Birchcreek Wealth Management
Ohio
$988K -$176K -1,194 -15%
31 32
33
34 35