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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 %
ADL
976
Asset Dedication LLC
California
$563K -$30.1K -204 -5%
IB
977
Intrust Bank
Kansas
$555K – – –
FPFS
978
First Personal Financial Services
North Carolina
$553K -$59.2K -402 -10%
IAP
979
Indie Asset Partners
Indiana
$553K -$35.3K -240 -6%
RF
980
Rollins Financial
Georgia
$552K -$3.82K -26 -0.7%
CGA
981
Crescent Grove Advisors
Illinois
$548K +$36.5K +248 +7%
PPW
982
Pasadena Private Wealth
California
$544K -$188K -1,279 -26%
ST
983
Sageworth Trust
Pennsylvania
$541K – – –
MAM
984
Meeder Asset Management
Ohio
$541K +$1.62K +11 +0.3%
VNA
985
Valley National Advisers
Pennsylvania
$540K +$37.1K +252 +7%
VAS
986
Vestmark Advisory Solutions
Massachusetts
$539K +$1.62K +11 +0.3%
GAM
987
Gemmer Asset Management
California
$537K +$292K +1,982 +119%
HCM
988
HMS Capital Management
Tennessee
$536K -$226K -1,535 -30%
1W
989
1776 Wealth
Georgia
$535K – – –
PWLP
990
Prio Wealth Limited Partnership
Massachusetts
$534K – – –
GCA
991
Gradient Capital Advisors
California
$533K -$16K -109 -3%
Neuberger Berman Group
992
Neuberger Berman Group
New York
$532K -$255K -1,732 -32%
DI
993
Disciplined Investments
Oklahoma
$532K -$17.4K -118 -3%
ATC
994
Argent Trust Co
Tennessee
$532K +$116K +787 +28%
BCM
995
BlueCrest Capital Management
Jersey
$532K +$532K +3,620 New
CSPIA
996
Cary Street Partners Investment Advisory
Virginia
$529K -$91.6K -623 -15%
CAM
997
Covenant Asset Management
New Jersey
$529K – – –
TFS
998
Thoroughbred Financial Services
Tennessee
$528K – – –
AT
999
Arden Trust
Delaware
$525K -$114K -777 -18%
SHIM
1000
Stone House Investment Management
Pennsylvania
$525K – – –
38 39
40
41 42