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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 %
GI
1001
Gradient Investments
Minnesota
$525K +$250K +1,701 +91%
CST
1002
Charles Schwab Trust
Nevada
$521K +$119K +801 +29%
MAS
1003
Madden Advisory Services
Florida
$515K – – –
BHWA
1004
Beacon Harbor Wealth Advisors
Virginia
$515K – – –
SCA
1005
Stuart Chaussee & Associates
California
$514K +$514K +3,497 New
VFM
1006
Vivid Financial Management
California
$512K – – –
WCM
1007
Weik Capital Management
Pennsylvania
$509K +$134K +910 +36%
TSWM
1008
Triangle Securities Wealth Management
North Carolina
$506K -$4.26K -29 -0.8%
BWM
1009
BCS Wealth Management
Tennessee
$503K – – –
HDIM
1010
Hanson & Doremus Investment Management
Vermont
$502K +$118K +804 +31%
TCOO
1011
Trust Company of Oklahoma
Oklahoma
$500K – – –
VIM
1012
Vista Investment Management
Pennsylvania
$500K -$2.95K -20 -0.6%
PCS
1013
Personal CFO Solutions
New Jersey
$500K +$589 +4 +0.1%
HR
1014
Howe & Rusling
New York
$499K -$89.2K -607 -15%
QCG
1015
Quadrant Capital Group
Ohio
$499K +$92.9K +631 +23%
Kovitz Investment Group Partners
1016
Kovitz Investment Group Partners
Illinois
$497K -$425K -2,889 -46%
MFG
1017
Magnus Financial Group
New York
$497K +$6.61K +45 +1%
GT
1018
Greenleaf Trust
Michigan
$497K +$497K +3,382 New
VC
1019
Vicus Capital
Pennsylvania
$491K +$588 +4 +0.1%
SCM
1020
Spreng Capital Management
Ohio
$487K -$8.01K -55 -2%
MPI
1021
Mairs & Power Inc
Minnesota
$482K +$10.4K +71 +2%
CPSAC
1022
Chas P. Smith & Associates (CPS)
Florida
$480K +$1.91K +13 +0.4%
PAM
1023
Peak Asset Management
Colorado
$477K -$151K -1,024 -24%
HWMA
1024
Heritage Wealth Management (Arizona)
Arizona
$477K +$477K +3,240 New
AP
1025
Appleton Partners
Massachusetts
$476K – – –
39 40
41
42 43