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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 %
PP
826
Patten & Patten
Tennessee
$1.07M -$101K -651 -9%
EA
827
Evergreen Advisors
Tennessee
$1.06M – – –
VDI
828
Vaughan David Investments
Illinois
$1.06M +$26.9K +174 +3%
FFG
829
Ford Financial Group
California
$1.05M -$4.64K -30 -0.4%
GIA
830
Gladstone Institutional Advisory
Florida
$1.04M +$23.8K +154 +2%
YIA
831
YHB Investment Advisors
Connecticut
$1.04M -$104K -675 -9%
BWM
832
Birchcreek Wealth Management
Ohio
$1.04M -$1.24K -8 -0.1%
RZH
833
Relyea Zuckerberg Hanson
Connecticut
$1.03M +$774 +5 +0.1%
FPGK
834
Financial Partners Group (Kansas)
Kansas
$1.03M +$2.79K +18 +0.3%
VFA
835
Valeo Financial Advisors
Indiana
$1.03M +$42.7K +276 +4%
CPC
836
Consolidated Planning Corp
Georgia
$1.02M – – –
SP
837
Successful Portfolios
Florida
$1.02M +$2.32K +15 +0.2%
CFIA
838
Cantor Fitzgerald Investment Advisors
New York
$1.02M -$155 -1 -0%
APWM
839
Atlas Private Wealth Management
New York
$1.01M -$19.7K -127 -2%
AWM
840
Accel Wealth Management
Iowa
$1M +$21.2K +137 +2%
RW
841
RVW Wealth
California
$1M -$1.21K -4 -0.1%
IFWM
842
Institute for Wealth Management
Colorado
$994K +$619 +4 +0.1%
WAM
843
WNY Asset Management
New York
$994K +$23.4K +151 +2%
AIA
844
AIMZ Investment Advisors
California
$994K +$44.3K +286 +5%
BIAS
845
Beacon Investment Advisory Services
New Jersey
$989K -$1.23M -7,926 -55%
FCA
846
FinTrust Capital Advisors
South Carolina
$985K – – –
SSC
847
Syverson Strege & Co
Iowa
$981K – – –
VCA
848
Verdence Capital Advisors
Maryland
$976K +$310 +2 +0%
SSB
849
Sandy Spring Bank
Maryland
$976K +$106K +682 +12%
FTUS
850
Flow Traders U.S.
New York
$967K -$2.28M -14,720 -70%
32 33
34
35 36