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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 %
JHCP
1101
Jackson Hole Capital Partners
Oklahoma
$431K +$3.87K +25 +0.9%
KFA
1102
Kelleher Financial Advisors
New York
$430K -$252K -1,633 -37%
NCM
1103
Noesis Capital Mangement
Florida
$430K – – –
SPAS
1104
Spectrum Planning & Advisory Services
California
$430K +$70.5K +455 +20%
KFC
1105
Klingenstein Fields & Co
New York
$428K +$212K +1,368 +98%
KP
1106
Keel Point
Alabama
$427K -$51.9K -335 -11%
ST
1107
Smithfield Trust
Pennsylvania
$426K +$155K +1,000 +57%
VDBMI
1108
Van Den Berg Management I
Texas
$424K -$23.9K -154 -5%
BHWM
1109
Bay Harbor Wealth Management
Maryland
$424K – – –
MFG
1110
Merit Financial Group
Georgia
$424K +$155 +1 +0%
LFA
1111
Legacy Financial Advisors
Kentucky
$423K +$82.1K +530 +24%
FWM
1112
Focused Wealth Management
New York
$422K -$6.04K -39 -1%
CDH
1113
Charles D. Hyman
$422K +$1.24K +8 +0.3%
1832 Asset Management
1114
1832 Asset Management
Ontario, Canada
$419K – – –
RMDI
1115
R.M. Davis Inc
Maine
$417K -$30.2K -195 -7%
MF
1116
Montis Financial
Massachusetts
$417K – – –
OL
1117
Optas LLC
Texas
$412K – – –
WCM
1118
Wealthcare Capital Management
Virginia
$408K – – –
MCM
1119
Mengis Capital Management
Oregon
$406K – – –
MWPCG
1120
Measured Wealth Private Client Group
New Hampshire
$402K -$3.1K -20 -0.8%
TW
1121
Transform Wealth
Colorado
$401K +$401K +2,588 New
SFC
1122
SYM Financial Corp
Indiana
$399K -$11.6K -75 -3%
BAAM
1123
Baker Avenue Asset Management
California
$398K – – –
LC
1124
Lindbrook Capital
California
$398K +$398K +2,572 New
BAM
1125
Baldrige Asset Management
Pennsylvania
$393K -$8.06K -52 -2%
43 44
45
46 47