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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 %
APWM
826
Atlas Private Wealth Management
New York
$981K -$1.1M -7,469 -53%
VDI
827
Vaughan David Investments
Illinois
$978K +$4.71K +32 +0.5%
ACP
828
Arcus Capital Partners
Georgia
$977K -$187K -1,269 -16%
TCA
829
Transcend Capital Advisors
New Jersey
$975K +$125K +850 +15%
FPGK
830
Financial Partners Group (Kansas)
Kansas
$974K -$85K -578 -8%
CPC
831
Consolidated Planning Corp
Georgia
$971K – – –
GIA
832
Gladstone Institutional Advisory
Florida
$968K +$10.6K +72 +1%
SP
833
Successful Portfolios
Florida
$966K +$200K +1,360 +26%
AW
834
ACG Wealth
Georgia
$962K -$106K -720 -10%
HWM
835
Hemington Wealth Management
Virginia
$955K – – –
DHFB
836
Dixon Hubard Feinour & Brown
Virginia
$953K +$477K +3,455 +100%
AFS
837
Access Financial Services
Minnesota
$948K +$437K +2,974 +86%
IFWM
838
Institute for Wealth Management
Colorado
$944K +$294 +2 +0%
FCA
839
FinTrust Capital Advisors
South Carolina
$936K -$108K -736 -10%
VFA
840
Valeo Financial Advisors
Indiana
$936K -$10.9K -74 -1%
BCI
841
Brinker Capital Investments
Pennsylvania
$936K +$680K +4,624 +266%
VV
842
Verity & Verity
South Carolina
$932K -$99.3K -660 -10%
AWM
843
Accel Wealth Management
Iowa
$932K -$1.18K -8 -0.1%
SSC
844
Syverson Strege & Co
Iowa
$932K – – –
VCA
845
Verdence Capital Advisors
Maryland
$927K +$7.94K +54 +0.9%
SWP
846
Summit Wealth Partners
Florida
$926K +$6.62K +45 +0.7%
WAM
847
WNY Asset Management
New York
$926K -$53.4K -362 -5%
CFIA
848
Cantor Fitzgerald Investment Advisors
New York
$926K – – –
BST
849
Bath Savings Trust
Maine
$921K +$74.8K +509 +9%
FPW
850
Flagship Private Wealth
Massachusetts
$920K +$1.2K +8 +0.1%
32 33
34
35 36