VIG icon

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 %
BWP
1151
BSW Wealth Partners
Colorado
$313K +$313K +2,125 New
TI
1152
Truepoint Inc
Ohio
$311K – – –
OBWG
1153
Onyx Bridge Wealth Group
New York
$310K +$310K +2,106 New
TNBTD
1154
Trustmark National Bank Trust Department
Mississippi
$309K – – –
OPA
1155
Old Port Advisors
Maine
$308K -$16.9K -115 -5%
AF
1156
Aldebaran Financial
$308K -$6.48K -44 -2%
SWM
1157
Stockman Wealth Management
Montana
$308K -$3.54K -24 -1%
CSIC
1158
Clifford Swan Investment Counsel
California
$308K – – –
SPA
1159
Sentinel Pension Advisors
Massachusetts
$307K -$210K -6,557 -41%
PP
1160
Professional Planning
California
$307K -$14.2K -97 -4%
WA
1161
Waverly Advisors
Alabama
$305K +$305K +1,974 New
GCP
1162
Gill Capital Partners
Colorado
$304K -$23.8K -162 -7%
C
1163
Certuity
Florida
$304K – – –
NCMW
1164
Northern Capital Management (Washington)
Washington
$303K – – –
CS
1165
Cannell & Spears
New York
$302K -$1.03K -7 -0.3%
TW
1166
TrinityPoint Wealth
Connecticut
$302K – – –
PWA
1167
Phoenix Wealth Advisors
North Carolina
$302K +$20.8K +140 +7%
SIS
1168
SVB Investment Services
Utah
$301K -$65K -443 -18%
WMP
1169
Wealth Management Partners
Arizona
$300K – – –
AP
1170
Adero Partners
California
$297K – – –
GC
1171
Gratus Capital
Georgia
$296K – – –
BDF
1172
Black Diamond Financial
Maryland
$296K +$13.5K +92 +5%
IC
1173
Intersect Capital
California
$294K +$294K +1,997 New
WPC
1174
White Pine Capital
Minnesota
$292K -$4.42K -30 -1%
HBT
1175
Hills Bank & Trust
Iowa
$292K – – –
45 46
47
48 49