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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 %
RWA
951
RGT Wealth Advisors
Texas
$620K – – –
RWA
952
Redhawk Wealth Advisors
Minnesota
$618K – – –
NEWAS
953
N.E.W. Advisory Services
Wisconsin
$616K -$184K -1,244 -23%
RFN
954
RDA Financial Network
Iowa
$613K +$736 +5 +0.1%
PWMAG
955
Pinnacle Wealth Management Advisory Group
New Jersey
$611K -$99.2K -675 -14%
RCYC
956
Richard C. Young & Co
Rhode Island
$604K +$79.2K +538 +15%
VFP
957
Verus Financial Partners
Virginia
$604K +$92.5K +618 +18%
HCM
958
Hengehold Capital Management
Ohio
$603K +$50.8K +345 +9%
BCM
959
Bienville Capital Management
New York
$601K +$294 +2 +0%
FFG
960
Frisch Financial Group
New York
$600K +$1.91K +13 +0.3%
CNC
961
Citizens & Northern Corp
Pennsylvania
$597K -$20.9K -142 -3%
GCIG
962
Grand Central Investment Group
Florida
$596K -$1.77K -12 -0.3%
SFWA
963
Summit Financial Wealth Advisors
Louisiana
$595K -$97.2K -689 -14%
JIP
964
Jaffetilchin Investment Partners
Florida
$594K +$6.47K +44 +1%
PFM
965
Parsec Financial Management
North Carolina
$592K +$21.3K +145 +4%
BMD
966
Better Money Decisions
New Mexico
$589K +$589K +4,006 New
RBCM
967
Raub Brock Capital Management
California
$588K -$46.6K -317 -7%
DLCIG
968
D.L. Carlson Investment Group
New Hampshire
$580K -$19.3K -131 -3%
RC
969
Roundview Capital
New Jersey
$580K +$254K +1,728 +78%
PP
970
PrairieView Partners
Minnesota
$578K – – –
PAM
971
Palisade Asset Management
Minnesota
$577K +$21.3K +145 +4%
BMWM
972
Brown Miller Wealth Management
Virginia
$573K -$50.7K -345 -8%
WCWM
973
Willow Creek Wealth Management
California
$566K +$7.06K +48 +1%
BCM
974
Boltwood Capital Management
California
$565K – – –
WCF
975
West Coast Financial
California
$564K -$22.1K -150 -4%
37 38
39
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