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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 %
MWP
1176
Meridian Wealth Partners
Pennsylvania
$292K +$95.7K +651 +49%
VCM
1177
Vigilant Capital Management
Maine
$292K +$292K +1,986 New
PL
1178
Plancorp LLC
Missouri
$291K +$147 +1 +0.1%
KWM
1179
Keebeck Wealth Management
Illinois
$290K – – –
NC
1180
NovaPoint Capital
Georgia
$289K – – –
PIA
1181
Perennial Investment Advisors
California
$287K +$47.3K +322 +20%
LCM
1182
LVM Capital Management
Michigan
$284K – – –
NA
1183
Navellier & Associates
Nevada
$284K +$883 +6 +0.3%
MAM
1184
McLean Asset Management
Virginia
$283K – – –
F
1185
F3Logic
Minnesota
$282K -$1.47K -10 -0.5%
CC
1186
Courier Capital
New York
$280K -$29.4K -200 -10%
SDAM
1187
Shulman DeMeo Asset Management
New York
$280K -$147 -1 -0.1%
WCA
1188
Westover Capital Advisors
Delaware
$279K +$15K +102 +6%
AWG
1189
Altus Wealth Group
Colorado
$277K +$5.41K +35 +2%
BWM
1190
Blossom Wealth Management
California
$277K +$277K +1,880 New
EWM
1191
EPG Wealth Management
Georgia
$276K +$22.5K +153 +9%
Fiera Capital (Canada)
1192
Fiera Capital (Canada)
Quebec, Canada
$275K -$88.9K -605 -24%
CSWG
1193
Cardinal Strategic Wealth Guidance
Kentucky
$275K +$7.35K +50 +3%
MPM
1194
Meritage Portfolio Management
Kansas
$275K +$275K +1,867 New
SBIA
1195
Sheaff Brock Investment Advisors
Indiana
$274K -$54.1K -368 -16%
PWM
1196
Palumbo Wealth Management
New York
$274K -$52.2K -355 -16%
TF
1197
TimeScale Financial
Massachusetts
$272K +$883 +6 +0.3%
BFG
1198
Berger Financial Group
Minnesota
$271K -$3.09K -21 -1%
TIM
1199
Tortoise Investment Management
New York
$271K – – –
NB
1200
NBT Bank
New York
$268K +$268K +1,825 New
46 47
48
49 50