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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 %
JWBC
1026
John W. Brooker & Co
California
$532K +$66.8K +432 +14%
MAS
1027
Madden Advisory Services
Florida
$530K -$12.2K -79 -2%
GT
1028
Greenleaf Trust
Michigan
$528K +$4.64K +30 +0.9%
TCOO
1029
Trust Company of Oklahoma
Oklahoma
$526K – – –
HR
1030
Howe & Rusling
New York
$526K +$464 +3 +0.1%
MWM
1031
Minot Wealth Management
Massachusetts
$521K +$14.5K +92 +3%
VIM
1032
Vista Investment Management
Pennsylvania
$520K -$5.73K -37 -1%
VC
1033
Vicus Capital
Pennsylvania
$518K +$774 +5 +0.1%
CPO
1034
Cerity Partners OCIO
New York
$517K +$269K +1,737 +108%
OBGC
1035
O'Brien Greene & Co
Pennsylvania
$517K +$517K +3,343 New
RM
1036
Resource Management
Louisiana
$515K -$326K -2,104 -39%
ML
1037
McAdam LLC
Pennsylvania
$515K +$252K +1,576 +96%
PP
1038
Prudential plc
United Kingdom
$509K -$299K -1,930 -37%
W
1039
Wealthquest
Ohio
$505K +$23.2K +150 +5%
CPSAC
1040
Chas P. Smith & Associates (CPS)
Florida
$503K -$2.01K -13 -0.4%
MWM
1041
MBE Wealth Management
Wisconsin
$502K -$223K -1,441 -31%
PAM
1042
Peak Asset Management
Colorado
$502K – – –
HWMA
1043
Heritage Wealth Management (Arizona)
Arizona
$502K – – –
ICG
1044
InterOcean Capital Group
Tennessee
$500K +$77.6K +502 +18%
RWA
1045
RGT Wealth Advisors
Texas
$498K -$155K -1,000 -24%
AT
1046
Arden Trust
Delaware
$498K -$54.4K -351 -10%
FNWM
1047
Financial Network Wealth Management
Utah
$497K – – –
Kovitz Investment Group Partners
1048
Kovitz Investment Group Partners
Illinois
$496K -$27.2K -176 -5%
IWP
1049
Icon Wealth Partners
Texas
$495K – – –
GC
1050
Gratus Capital
Georgia
$495K +$184K +1,188 +59%
40 41
42
43 44