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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 %
MWM
1026
Minot Wealth Management
Massachusetts
$473K +$473K +3,218 New
SFG
1027
Sowa Financial Group
Rhode Island
$472K -$5.15K -35 -1%
FNWM
1028
Financial Network Wealth Management
Utah
$472K +$51.5K +350 +12%
IAA
1029
Independent Advisor Alliance
North Carolina
$471K -$32K -218 -6%
IWP
1030
Icon Wealth Partners
Texas
$470K – – –
PAG
1031
Pinnacle Advisory Group
Maryland
$468K +$176K +1,200 +60%
MWM
1032
Merriman Wealth Management
Washington
$466K +$14.7K +100 +3%
SWM
1033
Soundmark Wealth Management
Washington
$466K +$466K +3,170 New
ATPW
1034
Ashton Thomas Private Wealth
Arizona
$464K +$63.4K +431 +16%
CRWM
1035
Castle Rock Wealth Management
California
$459K +$20.1K +132 +5%
W
1036
Wealthquest
Ohio
$458K -$10.4K -71 -2%
SCA
1037
Stonebridge Capital Advisors
Minnesota
$458K +$52.9K +360 +13%
JG
1038
Jefferies Group
New York
$457K +$1.62K +11 +0.4%
LPT
1039
Legacy Private Trust
Wisconsin
$457K – – –
HTHT
1040
Hemenway Trust Hemenway Trust
New Hampshire
$456K -$33.8K -230 -7%
S
1041
SimplyRich
California
$456K +$17.8K +121 +4%
KP
1042
Keel Point
Alabama
$455K +$1.47K +10 +0.3%
MKA
1043
M. Kulyk & Associates
Georgia
$453K +$453K +3,082 New
ACM
1044
Alpha Capital Management
Texas
$449K -$297K -2,017 -40%
TA
1045
Tiedemann Advisors
New York
$449K -$44K -299 -9%
B
1046
Bailard
California
$448K +$32.5K +221 +8%
RTS
1047
Round Table Services
New Jersey
$443K – – –
JWBC
1048
John W. Brooker & Co
California
$442K +$10.4K +71 +2%
CC
1049
Claybrook Capital
Massachusetts
$441K – – –
Toronto Dominion Bank
1050
Toronto Dominion Bank
Ontario, Canada
$437K – – –
40 41
42
43 44