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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 %
ONST
926
Old North State Trust
North Carolina
$764K -$21.8K -141 -3%
FG
927
Fiduciary Group
Georgia
$763K +$59.5K +373 +8%
TFA
928
Teamwork Financial Advisors
Texas
$761K -$625K -4,034 -45%
RWA
929
Redhawk Wealth Advisors
Minnesota
$761K +$111K +714 +17%
TWA
930
TCI Wealth Advisors
Arizona
$758K +$88.8K +574 +13%
LCM
931
Logan Capital Management
Pennsylvania
$750K – – –
CAI
932
Capital Advisors Inc
Oklahoma
$739K +$25.2K +163 +4%
CAAS
933
Capital Asset Advisory Services
Michigan
$736K -$491K -3,176 -40%
BCI
934
Brinker Capital Investments
Pennsylvania
$736K -$249K -1,606 -25%
ACP
935
Arcus Capital Partners
Georgia
$731K -$298K -1,922 -29%
MFW
936
Mosaic Family Wealth
Missouri
$728K -$48.3K -312 -6%
BCM
937
Bienville Capital Management
New York
$727K +$93.7K +605 +15%
AHC
938
Anderson Hoagland & Co
Missouri
$723K +$7.74K +50 +1%
BCM
939
Brookmont Capital Management
Texas
$723K +$17.3K +112 +2%
SRC
940
Sage Rhino Capital
California
$714K – – –
GCA
941
Gradient Capital Advisors
California
$713K +$152K +985 +27%
KPCM
942
Kings Point Capital Management
New York
$711K – – –
SAM
943
S.A. Mason
Michigan
$711K +$309 +2 +0%
CBN
944
Cadence Bank NA
Texas
$709K +$6.04K +39 +0.9%
CA
945
CapWealth Advisors
Tennessee
$708K -$172K -1,114 -20%
BPB
946
Badgley, Phelps & Bell
Washington
$706K – – –
RCYC
947
Richard C. Young & Co
Rhode Island
$706K +$70.4K +455 +11%
APA
948
Allegiant Private Advisors
Florida
$704K – – –
SCA
949
Sage Capital Advisors
South Dakota
$701K – – –
KA
950
Klingman & Associates
New York
$697K +$619 +4 +0.1%
36 37
38
39 40