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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.

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
1
Trek Financial
Arizona
$134M
2
AI
2
Atria Investments
North Carolina
$116M
3
VWM
3
Venturi Wealth Management
Texas
$95M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$113M
5
IC
5
Inscription Capital
Texas
$44.4M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$6.2M
2
Charles Schwab
2
Charles Schwab
California
$245M
3
Bank of America
3
Bank of America
North Carolina
$3.37B
4
EGA
4
E&G Advisors
Texas
$42.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
101
PFS Investments
Georgia
$34.5M -$733K -4,652 -2%
AP
102
Arlington Partners
Alabama
$34M +$724K +4,678 +2%
BWM
103
BerganKDV Wealth Management
Minnesota
$33.7M +$827K +5,342 +3%
ECG
104
Edge Capital Group
Georgia
$33.6M -$691K -4,465 -2%
WA
105
Wealth Architects
California
$32.8M +$3.47M +22,449 +12%
NHC
106
Nicholas Hoffman & Company
Georgia
$32.7M +$2.84M +18,354 +10%
SFA
107
Seneca Financial Advisors
New York
$32.6M +$530K +3,423 +2%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$32.2M -$1.87M -12,064 -5%
DT
109
Diversified Trust
Tennessee
$32.1M -$747K -4,829 -2%
TCM
110
TD Capital Management
Tennessee
$32.1M -$733K -4,733 -2%
KFAA
111
Klaas Financial Asset Advisors
Illinois
$31.3M +$1.15M +7,452 +4%
RCA
112
Resonant Capital Advisors
Wisconsin
$29.9M +$2.6M +16,780 +10%
HTC
113
Haverford Trust Company
Pennsylvania
$29.6M +$8.2M +52,986 +38%
EWA
114
EP Wealth Advisors
California
$29.5M -$239K -1,543 -0.8%
CAN
115
Cetera Advisor Networks
California
$29.2M +$4.66M +30,097 +19%
BRWA
116
B. Riley Wealth Advisors
Florida
$29.1M +$18.5K +122 +0.1%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$28.9M +$1.48M +9,545 +5%
CAM
118
Cresset Asset Management
Illinois
$28.3M -$3.44M -22,222 -11%
MCM
119
MAI Capital Management
Ohio
$28.1M +$4.28M +27,675 +18%
CA
120
Capital Advantage
California
$28M -$227K -1,465 -0.8%
EA
121
Eclectic Associates
California
$27.6M -$469K -3,031 -2%
PFO
122
Pathstone Family Office
New Jersey
$27.6M -$465K -3,002 -2%
KBFS
123
Kohmann Bosshard Financial Services
Ohio
$26.8M +$3.32M +21,475 +14%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$26.4M +$1.44M +9,315 +6%
PP
125
PDS Planning
Ohio
$26.4M +$1.95M +12,568 +8%
3 4
5
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