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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 %
Jane Street
901
Jane Street
New York
$768K +$768K +5,224 New
WFA
902
Wells Financial Advisors
Massachusetts
$765K – – –
AWE
903
Avidian Wealth Enterprises
Texas
$765K +$241K +1,642 +46%
WB
904
WesBanco Bank
West Virginia
$765K +$765K +5,207 New
SEIA
905
Signature Estate & Investment Advisors
California
$763K +$111K +756 +17%
CAM
906
Carret Asset Management
New York
$760K – – –
FRA
907
Front Row Advisors
California
$753K -$2.94K -20 -0.4%
BDF
908
Balasa Dinverno & Foltz
$750K -$22.3K -152 -3%
ONST
909
Old North State Trust
North Carolina
$746K -$228K -1,549 -23%
MCM
910
Maryland Capital Management
Maryland
$745K -$69.2K -470 -8%
MFW
911
Mosaic Family Wealth
Missouri
$738K -$83.7K -569 -10%
FAG
912
Financial Advisory Group
Texas
$735K – – –
BHB
913
Bank Hapoalim BM
Israel
$731K -$63.8K -434 -8%
FNB
914
Farmers National Bank
Kentucky
$724K -$36K -245 -5%
PCM
915
Piedmont Capital Management
Montana
$717K +$107K +726 +18%
LCM
916
Logan Capital Management
Pennsylvania
$713K +$316K +2,148 +80%
AAM
917
Aureus Asset Management
Massachusetts
$712K +$4.85K +33 +0.7%
CCM
918
Coe Capital Management
Illinois
$712K +$20.4K +139 +3%
SFA
919
Sequoia Financial Advisors
Ohio
$697K +$63.9K +434 +10%
HAIM
920
Hunter Associates Investment Management
Pennsylvania
$690K – – –
MWM
921
MBE Wealth Management
Wisconsin
$688K -$24.3K -165 -3%
ACM
922
AUA Capital Management
Pennsylvania
$683K +$455K +3,095 +200%
AHC
923
Anderson Hoagland & Co
Missouri
$680K -$38.1K -259 -5%
SRC
924
Sage Rhino Capital
California
$679K – – –
CAI
925
Capital Advisors Inc
Oklahoma
$679K +$364K +2,476 +116%
35 36
37
38 39