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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 %
ACM
901
AUA Capital Management
Pennsylvania
$846K +$128K +825 +18%
FA
902
FC Advisory
Pennsylvania
$843K +$24K +155 +3%
MSAM
903
Moloney Securities Asset Management
Missouri
$835K +$7.74K +50 +0.9%
HCM
904
HMS Capital Management
Tennessee
$832K +$267K +1,728 +47%
PFG
905
Pacific Financial Group
Washington
$820K -$16.1K -104 -2%
PCS
906
Personal CFO Solutions
New Jersey
$819K +$293K +1,892 +56%
CWS
907
Cypress Wealth Services
California
$818K -$416K -2,687 -34%
JCM
908
Jacobi Capital Management
Pennsylvania
$815K -$41.3K -267 -5%
CCM
909
Coe Capital Management
Illinois
$815K +$66.2K +428 +9%
LBC
910
Lowe Brockenbrough & Co
Virginia
$814K – – –
MHIC
911
Marble Harbor Investment Counsel
Massachusetts
$811K +$774 +5 +0.1%
AAM
912
Aureus Asset Management
Massachusetts
$810K +$60.1K +388 +8%
WFA
913
Wells Financial Advisors
Massachusetts
$805K – – –
SEIA
914
Signature Estate & Investment Advisors
California
$802K +$309 +2 +0%
MCM
915
Maryland Capital Management
Maryland
$796K +$12.4K +80 +2%
BCM
916
BlueCrest Capital Management
Jersey
$794K +$234K +1,510 +42%
SFA
917
Sequoia Financial Advisors
Ohio
$788K +$54.9K +355 +7%
CAM
918
Carret Asset Management
New York
$785K -$14.9K -96 -2%
BWP
919
BSW Wealth Partners
Colorado
$783K +$454K +2,932 +138%
BIM
920
Baldwin Investment Management
Pennsylvania
$783K +$783K +5,060 New
HAIM
921
Hunter Associates Investment Management
Pennsylvania
$781K +$54.8K +354 +8%
GI
922
Gradient Investments
Minnesota
$776K +$223K +1,442 +40%
FA
923
Fermata Advisors
California
$776K +$776K +5,012 New
BDF
924
Balasa Dinverno & Foltz
$769K -$20.3K -131 -3%
BHB
925
Bank Hapoalim BM
Israel
$769K – – –
35 36
37
38 39