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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 %
LA
1126
LVW Advisors
New York
$393K – – –
SYBT
1127
Stock Yards Bank & Trust
Kentucky
$393K +$16.6K +107 +4%
GFS
1128
GYL Financial Synergies
Connecticut
$391K +$310 +2 +0.1%
CST
1129
Charles Schwab Trust
Nevada
$390K -$155K -1,000 -28%
BTWM
1130
Baker Tilly Wealth Management
Wisconsin
$390K +$390K +2,517 New
SEP
1131
Southland Equity Partners
Missouri
$389K +$47.2K +305 +14%
WPA
1132
West Paces Advisors
Georgia
$389K – – –
EFSCE
1133
Enterprise Financial Services Corp (EFSC)
Missouri
$384K -$66.5K -429 -15%
OAM
1134
Oak Asset Management
California
$382K +$382K +2,469 New
CCP
1135
Cardan Capital Partners
Colorado
$380K +$775 +5 +0.2%
SCM
1136
Sterneck Capital Management
Missouri
$380K +$380K +2,396 New
AOWM
1137
Alpha Omega Wealth Management
Virginia
$379K +$155 +1 +0%
BAM
1138
Barrett Asset Management
New York
$378K +$2.17K +14 +0.6%
CS
1139
Cannell & Spears
New York
$377K +$58.9K +380 +19%
BDF
1140
Black Diamond Financial
Maryland
$376K +$64.5K +417 +21%
WCAMG
1141
Woodard & Company Asset Management Group
North Carolina
$375K – – –
PCMC
1142
Private Capital Management (Colorado)
Colorado
$374K -$15.8K -102 -4%
AIM
1143
Acropolis Investment Management
Missouri
$373K +$25K +162 +7%
RP
1144
Rice Partnership
Hawaii
$373K +$373K +2,409 New
BFIC
1145
Bedell Frazier Investment Counselling
California
$370K – – –
PIA
1146
Perennial Investment Advisors
California
$369K +$66.6K +430 +22%
BWM
1147
Blossom Wealth Management
California
$369K +$77.6K +501 +27%
MWM
1148
Marietta Wealth Management
Georgia
$368K – – –
FCFC
1149
First Commonwealth Financial Corp
Pennsylvania
$367K – – –
DY
1150
Dowling & Yahnke
California
$365K -$2.32K -15 -0.6%
44 45
46
47 48