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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 %
FPW
851
Flagship Private Wealth
Massachusetts
$966K +$1.57K +10 +0.2%
BWA
852
Beam Wealth Advisors
Louisiana
$963K – – –
VV
853
Verity & Verity
South Carolina
$960K +$465 +3 +0%
MIAS
854
Mason Investment Advisory Services
Virginia
$958K – – –
GKWIM
855
Gerber Kawasaki Wealth & Investment Management
California
$956K +$79.9K +516 +9%
GG
856
Gofen & Glossberg
Illinois
$956K +$94K +607 +11%
FFA
857
Founders Financial Alliance
North Carolina
$954K +$54.4K +352 +6%
HWM
858
Hemington Wealth Management
Virginia
$952K -$52.8K -341 -5%
AWM
859
Altium Wealth Management
New York
$950K -$17.7K -114 -2%
CC
860
Chicago Capital
Illinois
$950K +$950K +6,135 New
EFL
861
ERn Financial LLC
Wisconsin
$947K -$7.59K -49 -0.8%
BST
862
Bath Savings Trust
Maine
$946K -$23.8K -154 -2%
MSFP
863
Mark Sheptoff Financial Planning
Connecticut
$942K -$15.3K -99 -2%
SCA
864
Stonebridge Capital Advisors
Minnesota
$940K +$470K +3,116 +100%
EWM
865
Empirical Wealth Management
Washington
$937K -$8.98K -58 -0.9%
TC
866
Tenret Company
Florida
$935K +$935K +6,040 New
MAG
867
Mayfair Advisory Group
Alabama
$928K – – –
AW
868
ACG Wealth
Georgia
$923K -$89.6K -579 -9%
EP
869
Edgestream Partners
New Jersey
$920K +$920K +5,943 New
ESB
870
Essex Savings Bank
Connecticut
$915K -$113K -729 -11%
WDL
871
Well Done LLC
Michigan
$911K -$21.8K -141 -2%
TIA
872
Traphagen Investment Advisors
New Jersey
$910K – – –
PG
873
Patten Group
Tennessee
$909K +$36.4K +235 +4%
PWM
874
PRW Wealth Management
Massachusetts
$909K +$909K +5,875 New
BS
875
Boenning & Scattergood
Pennsylvania
$908K +$33.4K +216 +4%
33 34
35
36 37