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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 %
SBL
1201
Sargent Bickham Lagudis
Colorado
$267K -$1.13M -7,694 -81%
WSTAM
1202
Wilbanks Smith & Thomas Asset Management
Virginia
$265K -$162K -1,105 -38%
NFP
1203
Narus Financial Partners
Utah
$264K +$264K +1,798 New
CAS
1204
Cascadia Advisory Services
Oregon
$264K +$264K +1,794 New
KFS
1205
Kaizen Financial Strategies
California
$262K -$441K -2,996 -63%
CNC
1206
Canandaigua National Corp
New York
$262K -$294 -2 -0.1%
NCM
1207
Neumann Capital Management
California
$261K -$52.7K -358 -17%
FCCM
1208
First City Capital Management
Georgia
$261K +$3.63K +24 +1%
CCM
1209
Crossvault Capital Management
Texas
$261K +$20K +136 +8%
GC
1210
Guggenheim Capital
Illinois
$260K +$260K +1,770 New
ST
1211
Smithfield Trust
Pennsylvania
$257K +$257K +1,750 New
FWP
1212
Firethorn Wealth Partners
Georgia
$255K +$255K +1,732 New
AMCA
1213
Arthur M. Cohen & Associates
Illinois
$253K – – –
IA
1214
IAM Advisory
Pennsylvania
$253K +$253K +1,639 New
AL
1215
ACAS LLC
California
$253K +$253K +1,718 New
FTC
1216
Farmers Trust Company
Ohio
$253K +$253K +1,721 New
EPA
1217
Element Pointe Advisors
Florida
$250K – – –
DWM
1218
Destination Wealth Management
California
$249K -$189K -1,287 -43%
WF
1219
WoodTrust Financial
Wisconsin
$248K – – –
HCM
1220
Hilton Capital Management
New York
$245K – – –
OFS
1221
Oldfather Financial Services
Nebraska
$245K – – –
VST
1222
Van Strum & Towne
California
$244K +$244K +1,657 New
ML
1223
McAdam LLC
Pennsylvania
$243K -$13.7K -93 -5%
DWM
1224
Denver Wealth Management
Colorado
$243K +$243K +1,500 New
SFG
1225
Summit Financial Group
West Virginia
$243K +$243K +1,649 New
47 48
49
50 51