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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 %
QCG
1076
Quadrant Capital Group
Ohio
$453K -$71.6K -463 -14%
MWP
1077
Madison Wealth Partners
Wisconsin
$453K +$453K +2,929 New
RCM
1078
Radnor Capital Management
Pennsylvania
$452K +$18.6K +120 +4%
MPI
1079
Mairs & Power Inc
Minnesota
$451K -$56.4K -364 -11%
MCM
1080
Murphy Capital Management
New Jersey
$449K -$5.41K -35 -1%
CSIC
1081
Clifford Swan Investment Counsel
California
$449K +$115K +720 +34%
PWM
1082
PBMares Wealth Management
Virginia
$448K -$7.75K -50 -2%
JPLA
1083
Joseph P. Lucia & Associates
New York
$448K -$3.56K -23 -0.8%
AP
1084
Appleton Partners
Massachusetts
$447K -$54.2K -350 -11%
PWM
1085
Praetorian Wealth Management
California
$445K – – –
CWA
1086
Clearview Wealth Advisors
Oregon
$442K -$3.25K -21 -0.7%
Chevy Chase Trust
1087
Chevy Chase Trust
Maryland
$441K -$9.29K -60 -2%
HIC
1088
Holderness Investments Company
North Carolina
$439K +$31.4K +203 +8%
RF
1089
RHS Financial
California
$438K – – –
BCCM
1090
Bridge Creek Capital Management
Massachusetts
$438K +$16.3K +105 +4%
GT
1091
Glenview Trust
Kentucky
$437K – – –
IC
1092
Intersect Capital
California
$437K +$128K +829 +42%
HTHT
1093
Hemenway Trust Hemenway Trust
New Hampshire
$434K -$46.5K -300 -10%
MJB
1094
Mark J. Bradley
$434K -$2.32K -15 -0.5%
GAM
1095
Gould Asset Management
California
$434K – – –
NL
1096
NVWM LLC
Pennsylvania
$434K – – –
TWP
1097
Treybourne Wealth Planners
Indiana
$433K – – –
APC
1098
Asset Planning Corporation
Tennessee
$432K -$928 -6 -0.2%
SAM
1099
SignalPoint Asset Management
Missouri
$432K +$432K +2,792 New
BAM
1100
Berkshire Asset Management
Pennsylvania
$431K +$930 +6 +0.2%
42 43
44
45 46