VIG icon

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 %
OCPWS
1001
One Charles Private Wealth Services
Massachusetts
$569K +$569K +3,677 New
GAM
1002
Gemmer Asset Management
California
$565K – – –
1W
1003
1776 Wealth
Georgia
$563K – – –
PWLP
1004
Prio Wealth Limited Partnership
Massachusetts
$562K – – –
ATC
1005
Argent Trust Co
Tennessee
$562K +$2.63K +17 +0.5%
DI
1006
Disciplined Investments
Oklahoma
$560K +$155 +1 +0%
CAM
1007
Covenant Asset Management
New Jersey
$557K – – –
TFS
1008
Thoroughbred Financial Services
Tennessee
$556K – – –
RBCM
1009
Raub Brock Capital Management
California
$554K -$65.2K -421 -11%
SWM
1010
Soundmark Wealth Management
Washington
$553K +$63.9K +414 +13%
Comerica Bank
1011
Comerica Bank
Texas
$552K +$94.3K +586 +21%
RF
1012
Rollins Financial
Georgia
$549K -$32.5K -210 -6%
AIM
1013
Avity Investment Management
Connecticut
$549K +$112K +725 +26%
MAA
1014
Matrix Asset Advisors
New York
$547K +$144K +929 +36%
BHWA
1015
Beacon Harbor Wealth Advisors
Virginia
$542K – – –
BWM
1016
BCS Wealth Management
Tennessee
$542K +$12.4K +80 +2%
BDWCC
1017
B&D White Capital Company
Texas
$540K -$1.4M -9,072 -72%
CB
1018
Cadence Bank
Mississippi
$540K +$135K +870 +33%
VFM
1019
Vivid Financial Management
California
$539K – – –
NEWAS
1020
N.E.W. Advisory Services
Wisconsin
$538K -$104K -676 -16%
MFG
1021
Magnus Financial Group
New York
$537K +$13.3K +86 +3%
HCM
1022
Hengehold Capital Management
Ohio
$536K -$97.6K -631 -15%
DHFB
1023
Dixon Hubard Feinour & Brown
Virginia
$535K -$535K -3,455 -50%
ATPW
1024
Ashton Thomas Private Wealth
Arizona
$534K +$46.6K +301 +10%
TSWM
1025
Triangle Securities Wealth Management
North Carolina
$533K – – –
39 40
41
42 43