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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 %
SFG
1051
Sowa Financial Group
Rhode Island
$493K -$2.94K -19 -0.6%
KFP
1052
KMG Fiduciary Partners
Ohio
$492K +$492K +3,177 New
VFA
1053
Voya Financial Advisors
Connecticut
$489K -$5.71M -37,020 -92%
AWE
1054
Avidian Wealth Enterprises
Texas
$487K -$319K -2,061 -40%
DWM
1055
Destination Wealth Management
California
$487K +$225K +1,456 +86%
CRWM
1056
Castle Rock Wealth Management
California
$486K +$964 +6 +0.2%
WA
1057
Waverly Advisors
Alabama
$486K +$164K +1,007 +51%
TWM
1058
Titus Wealth Management
California
$484K +$231K +1,495 +92%
Financial Engines Advisors
1059
Financial Engines Advisors
California
$483K +$107K +691 +28%
IAA
1060
Independent Advisor Alliance
North Carolina
$482K -$13.6K -88 -3%
FWM
1061
FFT Wealth Management
Pennsylvania
$478K +$478K +3,090 New
MKA
1062
M. Kulyk & Associates
Georgia
$477K – – –
MWM
1063
Merriman Wealth Management
Washington
$475K -$15.5K -100 -3%
LPT
1064
Legacy Private Trust
Wisconsin
$475K -$5.88K -38 -1%
B
1065
Bailard
California
$472K – – –
FWM
1066
Frontier Wealth Management
Missouri
$472K +$47.9K +309 +11%
CAMG
1067
CWA Asset Management Group
Florida
$467K +$31.1K +200 +7%
RTS
1068
Round Table Services
New Jersey
$466K – – –
LNWTC
1069
Laird Norton Wetherby Trust Company
Washington
$464K +$3.71K +24 +0.8%
MWM
1070
Madison Wealth Management
Ohio
$463K +$8.66K +56 +2%
ACM
1071
Alpha Capital Management
Texas
$461K -$11.1K -72 -2%
Toronto Dominion Bank
1072
Toronto Dominion Bank
Ontario, Canada
$459K – – –
EIP
1073
Ellis Investment Partners
Pennsylvania
$458K +$67.5K +436 +17%
KWM
1074
Keebeck Wealth Management
Illinois
$457K +$152K +979 +50%
WIM
1075
Westside Investment Management
California
$455K +$22.4K +2,050 +5%
41 42
43
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