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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 %
MCM
801
Manchester Capital Management
Vermont
$1.16M -$37.5K -242 -3%
JWCA
802
J.W. Coons Advisors
Ohio
$1.15M +$10.1K +65 +0.9%
TPWA
803
TRUE Private Wealth Advisors
Oregon
$1.15M +$204K +1,320 +22%
AWM
804
Apollon Wealth Management
South Carolina
$1.14M -$2.08M -13,433 -65%
CPA
805
Clear Perspective Advisors
Illinois
$1.14M – – –
AP
806
Americana Partners
Texas
$1.13M – – –
GDP
807
Great Diamond Partners
Maine
$1.13M +$217K +1,402 +24%
NFG
808
Nadler Financial Group
Illinois
$1.13M +$1.55K +10 +0.1%
FRA
809
Frank Rimerman Advisors
California
$1.12M – – –
CAGAS
810
Capital Advisory Group Advisory Services
Minnesota
$1.11M -$313K -2,020 -22%
EL
811
EMFO LLC
Florida
$1.11M +$1.11M +7,160 New
WA
812
WBH Advisory
Maryland
$1.1M – – –
SHGA
813
Sand Hill Global Advisors
California
$1.09M -$9.29K -60 -0.8%
RRCM
814
Rappaport Reiches Capital Management
Illinois
$1.09M +$1.09M +7,040 New
CWM
815
Cranbrook Wealth Management
Michigan
$1.09M -$58.7K -379 -5%
SFSIG
816
San Francisco Sentry Investment Group
California
$1.09M – – –
LPIC
817
LeJeune Puetz Investment Counsel
Michigan
$1.08M +$31K +200 +3%
TC
818
Trust Company
Kansas
$1.08M – – –
CHA
819
Cooper/Haims Advisors
New York
$1.08M -$38.4K -248 -3%
MWM
820
Meridian Wealth Management
Kentucky
$1.08M +$14.9K +96 +1%
PWM
821
Perigon Wealth Management
California
$1.08M -$57K -368 -5%
SFG
822
SNS Financial Group
Minnesota
$1.08M -$9.9K -64 -0.9%
NWA
823
Navis Wealth Advisors
New York
$1.07M +$2.63K +17 +0.2%
TW
824
Towerpoint Wealth
California
$1.07M +$4.49K +29 +0.4%
OCM
825
Orser Capital Management
Texas
$1.07M +$108K +695 +11%
31 32
33
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