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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 %
BAM
1101
Baldrige Asset Management
Pennsylvania
$381K +$147 +1 +0%
BIM
1102
Bridges Investment Management
Nebraska
$379K +$41.7K +284 +12%
BAAM
1103
Baker Avenue Asset Management
California
$378K – – –
PA
1104
Parkside Advisors
California
$376K – – –
LA
1105
LVW Advisors
New York
$373K -$882 -6 -0.2%
EIP
1106
Ellis Investment Partners
Pennsylvania
$371K -$160K -1,085 -30%
GFS
1107
GYL Financial Synergies
Connecticut
$371K -$9.71K -66 -3%
PCMC
1108
Private Capital Management (Colorado)
Colorado
$370K -$278K -1,890 -43%
WPA
1109
West Paces Advisors
Georgia
$369K – – –
WB
1110
Webster Bank
Connecticut
$361K -$3.18M -21,626 -90%
AOWM
1111
Alpha Omega Wealth Management
Virginia
$360K -$24.8K -169 -6%
CCP
1112
Cardan Capital Partners
Colorado
$360K +$588 +4 +0.2%
Financial Engines Advisors
1113
Financial Engines Advisors
California
$357K -$41.6K -283 -10%
SYBT
1114
Stock Yards Bank & Trust
Kentucky
$357K – – –
WCAMG
1115
Woodard & Company Asset Management Group
North Carolina
$357K – – –
BAM
1116
Barrett Asset Management
New York
$357K – – –
BFIC
1117
Bedell Frazier Investment Counselling
California
$352K +$589 +4 +0.2%
DY
1118
Dowling & Yahnke
California
$350K – – –
MWM
1119
Marietta Wealth Management
Georgia
$349K -$292K -1,985 -46%
FF
1120
FourThought Financial
Florida
$349K – – –
FCFC
1121
First Commonwealth Financial Corp
Pennsylvania
$349K – – –
APW
1122
Aurora Private Wealth
New Jersey
$347K -$334K -2,270 -49%
PRS
1123
Pinkerton Retirement Specialists
Idaho
$346K +$346K +2,350 New
PS
1124
Planned Solutions
California
$344K -$13.8K -94 -4%
WIM
1125
Westside Investment Management
California
$344K -$3.57K -410 -1%
43 44
45
46 47