VIG icon

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 %
Comerica Bank
1051
Comerica Bank
Texas
$436K -$85.6K -558 -16%
FNC
1052
First National Corp
Massachusetts
$436K +$21.3K +145 +5%
PWM
1053
PBMares Wealth Management
Virginia
$433K +$66.5K +452 +18%
MCM
1054
Murphy Capital Management
New Jersey
$432K – – –
MWM
1055
Madison Wealth Management
Ohio
$432K +$294 +2 +0.1%
JPLA
1056
Joseph P. Lucia & Associates
New York
$429K +$58.1K +395 +16%
Chevy Chase Trust
1057
Chevy Chase Trust
Maryland
$428K -$56.7K -385 -12%
EFSCE
1058
Enterprise Financial Services Corp (EFSC)
Missouri
$428K -$30.8K -209 -7%
VDBMI
1059
Van Den Berg Management I
Texas
$425K -$3.68K -25 -0.9%
RMDI
1060
R.M. Davis Inc
Maine
$425K +$8.83K +60 +2%
WF
1061
Welch & Forbes
Massachusetts
$424K -$83.7K -569 -16%
CWA
1062
Clearview Wealth Advisors
Oregon
$423K -$3.97K -27 -0.9%
PWM
1063
Praetorian Wealth Management
California
$423K – – –
TFA
1064
Trinity Financial Advisors
Ohio
$421K -$62.5K -425 -13%
LNWTC
1065
Laird Norton Wetherby Trust Company
Washington
$420K – – –
PCFFS
1066
Pacific Center for Financial Services
California
$420K +$588 +4 +0.1%
RF
1067
RHS Financial
California
$417K – – –
GT
1068
Glenview Trust
Kentucky
$415K -$20K -136 -5%
AIM
1069
Avity Investment Management
Connecticut
$415K +$45.6K +310 +12%
MJB
1070
Mark J. Bradley
$415K +$85.9K +585 +26%
CIG
1071
Cairn Investment Group
Washington
$414K +$414K +2,814 New
GAM
1072
Gould Asset Management
California
$413K -$688K -4,675 -63%
Fisher Asset Management
1073
Fisher Asset Management
Washington
$413K -$42.7K -290 -9%
NL
1074
NVWM LLC
Pennsylvania
$413K – – –
CAMG
1075
CWA Asset Management Group
Florida
$412K -$19.9K -135 -5%
41 42
43
44 45