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.

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
1
HighTower Advisors
Illinois
$227M
2
LPL Financial
2
LPL Financial
California
$629M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$55.2M
4
SAI
4
Systematic Alpha Investments
New Jersey
$51.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$332M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Citigroup
2
Citigroup
New York
$408M
3
KAS
3
Kestra Advisory Services
Texas
$45.5M
4
William Blair & Company
4
William Blair & Company
Illinois
$87.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.07B
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
101
BerganKDV Wealth Management
Minnesota
$31.2M 212,225 -2,500 -1%
TCM
102
TD Capital Management
Tennessee
$31.2M 211,857 -3,676 -2%
SFA
103
Seneca Financial Advisors
New York
$30.5M 207,339 +7,881 +4%
CAM
104
Cresset Asset Management
Illinois
$30.2M 205,145 +3,206 +2%
DWM
105
Doyle Wealth Management
Florida
$29.9M 203,281 +15,313 +8%
DC
106
Davenport & Co
Virginia
$29.3M 199,110 +6,763 +4%
SPIA
107
Steward Partners Investment Advisory
New York
$28.8M 195,810 +104,588 +115%
KFAA
108
Klaas Financial Asset Advisors
Illinois
$28.7M 194,827 +7,875 +4%
NHC
109
Nicholas Hoffman & Company
Georgia
$28.4M 193,057 +20,917 +12%
EWA
110
EP Wealth Advisors
California
$28.3M 192,199 +157,003 +446%
FMT
111
First Mercantile Trust
Tennessee
$28.1M 190,546 -7,236 -4%
WA
112
Wealth Architects
California
$27.8M 189,344 +6,995 +4%
BRWA
113
B. Riley Wealth Advisors
Florida
$27.8M 191,567 +17,017 +10%
AO
114
Advisor OS
Illinois
$27.7M 188,255 +136,672 +265%
CA
115
Capital Advantage
California
$26.8M 182,443 -4,049 -2%
EA
116
Eclectic Associates
California
$26.7M 181,340 -1,570 -0.9%
PFO
117
Pathstone Family Office
New Jersey
$26.6M 181,082 -4,867 -3%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$26M 177,082 +28,715 +19%
RCA
119
Resonant Capital Advisors
Wisconsin
$25.9M 176,069 +14,706 +9%
SW
120
SVB Wealth
Massachusetts
$25.3M 172,285 +4,283 +3%
AA
121
Ancora Advisors
Ohio
$25.3M 171,768 +2,164 +1%
CWC
122
Carolinas Wealth Consulting
North Carolina
$25.1M 170,449 +10,193 +6%
US Bancorp
123
US Bancorp
Minnesota
$24.5M 166,622 -5,957 -3%
FCM
124
Firestone Capital Management
Florida
$24.1M 163,788 -1,231 -0.7%
SI
125
Stephens Inc
Arkansas
$23.8M 161,979 +2,428 +2%
3 4
5
6 7