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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 %
CNC
976
Citizens & Northern Corp
Pennsylvania
$628K – – –
GCIG
977
Grand Central Investment Group
Florida
$624K -$3.56K -23 -0.6%
WCF
978
West Coast Financial
California
$623K +$29.7K +192 +5%
CSPIA
979
Cary Street Partners Investment Advisory
Virginia
$623K +$66.5K +430 +12%
TA
980
Tiedemann Advisors
New York
$621K +$148K +958 +31%
DWMG
981
DB Wealth Management Group
California
$619K -$207K -1,337 -25%
FAG
982
Financial Advisory Group
Texas
$619K -$155K -1,000 -20%
FM
983
Foster & Motley
Ohio
$618K +$398K +2,571 +181%
CGA
984
Crescent Grove Advisors
Illinois
$613K +$37.1K +240 +6%
AFS
985
Access Financial Services
Minnesota
$612K -$386K -2,495 -39%
PP
986
PrairieView Partners
Minnesota
$610K +$1.55K +10 +0.3%
PAM
987
Palisade Asset Management
Minnesota
$607K – – –
JG
988
Jefferies Group
New York
$602K +$121K +780 +25%
RC
989
Roundview Capital
New Jersey
$601K -$9.6K -62 -2%
MAM
990
Meeder Asset Management
Ohio
$601K +$31.9K +206 +6%
TI
991
Trexquant Investment
Connecticut
$601K +$601K +3,884 New
DLCIG
992
D.L. Carlson Investment Group
New Hampshire
$599K -$11.3K -73 -2%
WCWM
993
Willow Creek Wealth Management
California
$596K – – –
BCM
994
Boltwood Capital Management
California
$595K – – –
IB
995
Intrust Bank
Kansas
$584K – – –
FPFS
996
First Personal Financial Services
North Carolina
$582K – – –
BIM
997
Bridges Investment Management
Nebraska
$574K +$174K +1,125 +44%
ST
998
Sageworth Trust
Pennsylvania
$570K – – –
IAP
999
Indie Asset Partners
Indiana
$569K -$13.2K -85 -2%
CP
1000
Capital Planning
Washington
$569K +$158K +1,021 +38%
38 39
40
41 42