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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
$134M
2
AI
Atria Investments
North Carolina
$116M
3
VWM
Venturi Wealth Management
Texas
$95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$113M
5
IC
Inscription Capital
Texas
$44.4M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$6.2M
2
Charles Schwab
Charles Schwab
California
$245M
3
Bank of America
Bank of America
North Carolina
$3.37B
4
EGA
E&G Advisors
Texas
$42.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
1201
Meridian Wealth Partners
Pennsylvania
$307K – – –
PL
1202
Plancorp LLC
Missouri
$307K +$155 +1 +0.1%
MCM
1203
Mattern Capital Management
Colorado
$306K +$306K +1,975 New
NC
1204
NovaPoint Capital
Georgia
$304K – – –
FNC
1205
First National Corp
Massachusetts
$301K -$46.2K -395 -13%
FDCC
1206
Foster Dykema Cabot & Co
Massachusetts
$301K -$35K -226 -10%
NA
1207
Navellier & Associates
Nevada
$300K +$1.08K +7 +0.4%
LCM
1208
LVM Capital Management
Michigan
$299K – – –
F
1209
F3Logic
Minnesota
$298K +$155 +1 +0.1%
DIA
1210
Dana Investment Advisors
Wisconsin
$295K -$48.9K -316 -14%
CC
1211
Courier Capital
New York
$295K – – –
CAS
1212
Cascadia Advisory Services
Oregon
$295K +$17.3K +112 +6%
GAM
1213
Grandview Asset Management
Pennsylvania
$293K +$47.5K +307 +19%
PCFFS
1214
Pacific Center for Financial Services
California
$292K -$151K -973 -34%
WB
1215
Webster Bank
Connecticut
$291K -$88.7K -574 -23%
MAM
1216
McLean Asset Management
Virginia
$291K – – –
HCM
1217
Howland Capital Management
Massachusetts
$291K +$45.9K +297 +19%
AF
1218
Aldebaran Financial
$290K -$34.6K -223 -11%
CSWG
1219
Cardinal Strategic Wealth Guidance
Kentucky
$290K – – –
MPM
1220
Meritage Portfolio Management
Kansas
$289K – – –
DP
1221
Denver PWM
Colorado
$289K +$155 +1 +0.1%
LWM
1222
Liberty Wealth Management
California
$286K +$86K +556 +43%
AC
1223
Arjuna Capital
North Carolina
$284K +$29.7K +192 +12%
NB
1224
NBT Bank
New York
$283K – – –
NWA
1225
New World Advisors
Massachusetts
$282K -$68.8K -444 -20%
47 48
49
50 51