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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 %
GKWIM
876
Gerber Kawasaki Wealth & Investment Management
California
$832K +$107K +731 +15%
BS
877
Boenning & Scattergood
Pennsylvania
$831K +$186K +1,266 +29%
PG
878
Patten Group
Tennessee
$830K +$106K +720 +15%
SSB
879
Sandy Spring Bank
Maryland
$827K -$76.5K -520 -8%
MYIA
880
Mount Yale Investment Advisors
Colorado
$824K +$824K +5,600 New
GCMG
881
Gyroscope Capital Management Group
Florida
$824K +$824K +5,600 New
GG
882
Gofen & Glossberg
Illinois
$819K -$10.9K -74 -1%
BAS
883
Brown Advisory Securities
Maryland
$818K – – –
MI
884
Mercer Investments
Massachusetts
$814K -$492K -3,346 -38%
JCM
885
Jacobi Capital Management
Pennsylvania
$813K +$183K +1,244 +29%
BWP
886
Baldwin Wealth Partners
Massachusetts
$809K – – –
LCC
887
Lincoln Capital Corp
Rhode Island
$805K – – –
NWM
888
Northwest Wealth Management
Iowa
$801K +$127K +860 +19%
RM
889
Resource Management
Louisiana
$798K -$58.7K -399 -7%
PFG
890
Pacific Financial Group
Washington
$795K +$795K +5,403 New
SPI
891
Santori & Peters Inc
Pennsylvania
$790K +$2.5K +17 +0.3%
GEA
892
Glen Eagle Advisors
New Jersey
$788K -$883 -6 -0.1%
MSAM
893
Moloney Securities Asset Management
Missouri
$786K -$17.8K -121 -2%
DWMG
894
DB Wealth Management Group
California
$784K – – –
ODIJL
895
One Day In July LLC
Vermont
$779K +$244K +1,657 +45%
FA
896
FC Advisory
Pennsylvania
$778K -$5K -34 -0.6%
SS
897
Sunbelt Securities
Texas
$778K +$37.5K +255 +5%
LBC
898
Lowe Brockenbrough & Co
Virginia
$773K – – –
MHIC
899
Marble Harbor Investment Counsel
Massachusetts
$770K +$7.36K +50 +1%
PP
900
Prudential plc
United Kingdom
$768K -$134K -910 -15%
34 35
36
37 38