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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 %
RCM
1076
Radnor Capital Management
Pennsylvania
$412K – – –
APC
1077
Asset Planning Corporation
Tennessee
$412K – – –
TWP
1078
Treybourne Wealth Planners
Indiana
$412K – – –
BAM
1079
Berkshire Asset Management
Pennsylvania
$408K +$2.35K +16 +0.6%
FWM
1080
Focused Wealth Management
New York
$406K – – –
JHCP
1081
Jackson Hole Capital Partners
Oklahoma
$405K +$120K +817 +42%
FWM
1082
Frontier Wealth Management
Missouri
$403K – – –
BHWM
1083
Bay Harbor Wealth Management
Maryland
$403K – – –
NCM
1084
Noesis Capital Mangement
Florida
$403K +$2.65K +18 +0.7%
MFG
1085
Merit Financial Group
Georgia
$402K -$4.41K -30 -1%
ICG
1086
InterOcean Capital Group
Tennessee
$402K +$147 +1 +0%
CDH
1087
Charles D. Hyman
$400K +$1.03K +7 +0.3%
BCCM
1088
Bridge Creek Capital Management
Massachusetts
$400K +$400K +2,722 New
MF
1089
Montis Financial
Massachusetts
$399K – – –
DW
1090
Domani Wealth
Pennsylvania
$398K – – –
1832 Asset Management
1091
1832 Asset Management
Ontario, Canada
$397K -$678K -4,622 -63%
OL
1092
Optas LLC
Texas
$392K – – –
SFC
1093
SYM Financial Corp
Indiana
$390K -$8.09K -55 -2%
CP
1094
Capital Planning
Washington
$390K +$94.3K +642 +32%
WCM
1095
Wealthcare Capital Management
Virginia
$388K – – –
HIC
1096
Holderness Investments Company
North Carolina
$388K +$2.94K +20 +0.8%
MCM
1097
Mengis Capital Management
Oregon
$386K +$147 +1 +0%
CB
1098
Cadence Bank
Mississippi
$385K -$74.1K -504 -16%
MWPCG
1099
Measured Wealth Private Client Group
New Hampshire
$385K – – –
MAA
1100
Matrix Asset Advisors
New York
$383K +$26.9K +183 +8%
42 43
44
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