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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 %
SAM
926
S.A. Mason
Michigan
$676K -$6.33K -43 -0.9%
KPCM
927
Kings Point Capital Management
New York
$675K -$970K -6,600 -59%
FG
928
Fiduciary Group
Georgia
$675K -$31.7K -207 -4%
BPB
929
Badgley, Phelps & Bell
Washington
$671K -$162K -1,101 -19%
BCM
930
Brookmont Capital Management
Texas
$671K -$6.18K -42 -0.9%
APA
931
Allegiant Private Advisors
Florida
$669K -$1.91K -13 -0.3%
BOPW
932
Brandywine Oak Private Wealth
Pennsylvania
$667K +$349K +2,378 +110%
CBN
933
Cadence Bank NA
Texas
$667K +$667K +4,539 New
BWM
934
BNC Wealth Management
Oregon
$663K -$4.82M -32,777 -88%
KA
935
Klingman & Associates
New York
$662K +$37.5K +255 +6%
5L
936
55I LLC
Massachusetts
$658K +$189K +1,283 +40%
SCA
937
Sage Capital Advisors
South Dakota
$652K – – –
RIM
938
Rockbridge Investment Management
New York
$650K +$89K +605 +16%
KFA
939
Kelleher Financial Advisors
New York
$649K +$248K +1,687 +62%
SCM
940
SOL Capital Management
Maryland
$648K -$7.36K -50 -1%
CM
941
Capital Management
Virginia
$647K – – –
Betterment LLC
942
Betterment LLC
New York
$642K +$70.3K +478 +12%
CL
943
Choreo LLC
Illinois
$641K -$109K -739 -15%
TWA
944
TCI Wealth Advisors
Arizona
$636K +$22.9K +156 +4%
AWP
945
Ascent Wealth Partners
New York
$634K +$2.94K +20 +0.5%
YIH
946
Y-Intercept (HK)
Hong Kong
$629K +$629K +4,274 New
CANC
947
Culbertson A N & Co
Virginia
$628K -$6.62K -45 -1%
CCT
948
Capital City Trust
Florida
$625K – – –
KC
949
Kingfisher Capital
North Carolina
$624K -$35.4K -241 -5%
DBT
950
Dubuque Bank & Trust
Iowa
$624K – – –
36 37
38
39 40