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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 %
AWM
851
Altium Wealth Management
New York
$919K -$140K -951 -13%
ESB
852
Essex Savings Bank
Connecticut
$919K +$71.6K +515 +8%
BWA
853
Beam Wealth Advisors
Louisiana
$915K +$230K +1,565 +34%
OCM
854
Orser Capital Management
Texas
$915K +$688K +4,680 +304%
MIAS
855
Mason Investment Advisory Services
Virginia
$910K – – –
MSFP
856
Mark Sheptoff Financial Planning
Connecticut
$910K -$7.36K -50 -0.8%
EFL
857
ERn Financial LLC
Wisconsin
$907K -$5.15K -35 -0.6%
AIA
858
AIMZ Investment Advisors
California
$902K +$57.9K +394 +7%
EWM
859
Empirical Wealth Management
Washington
$898K -$138K -941 -13%
TPWA
860
TRUE Private Wealth Advisors
Oregon
$896K +$121K +820 +16%
NB
861
Northwest Bancshares
Pennsylvania
$893K – – –
UFA
862
US Financial Advisors
Massachusetts
$891K -$141K -955 -14%
MAG
863
Mayfair Advisory Group
Alabama
$887K -$8.88K -60 -1%
WDL
864
Well Done LLC
Michigan
$886K -$33.7K -229 -4%
LFA
865
Lighthouse Financial Advisors
Maryland
$875K -$156K -1,062 -15%
GDP
866
Great Diamond Partners
Maine
$871K +$871K +5,924 New
WMG
867
WESCAP Management Group
California
$869K -$437K -2,971 -33%
TIA
868
Traphagen Investment Advisors
New Jersey
$865K – – –
FFA
869
Founders Financial Alliance
North Carolina
$860K +$122K +826 +17%
AWM
870
Aries Wealth Management
Maine
$850K +$18.5K +123 +2%
LRIA
871
Leonard Rickey Investment Advisors
Washington
$841K +$17.5K +119 +2%
FPB
872
First PREMIER Bank
South Dakota
$839K +$54.4K +370 +7%
CP
873
Cumberland Partners
Ontario, Canada
$838K +$603K +4,100 +256%
CA
874
CapWealth Advisors
Tennessee
$837K -$859K -5,840 -51%
MLL
875
Moody Lynn & Lieberson
Massachusetts
$836K – – –
33 34
35
36 37