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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 %
BFG
1226
Baron Financial Group
New Jersey
$243K – – –
AC
1227
Arjuna Capital
North Carolina
$242K – – –
APG
1228
Abacus Planning Group
South Carolina
$242K +$7.49K +51 +3%
EA
1229
Ellsworth Advisors
Ohio
$241K – – –
DP
1230
Denver PWM
Colorado
$240K – – –
TWM
1231
Titus Wealth Management
California
$240K +$10.7K +73 +5%
BPM
1232
Bowling Portfolio Management
Ohio
$239K – – –
SAM
1233
Summit Asset Management
Tennessee
$238K – – –
WDG
1234
Wealth Dimensions Group
Ohio
$238K +$884 +6 +0.4%
RFA
1235
Reilly Financial Advisors
California
$237K +$99.2K +674 +72%
Members Trust
1236
Members Trust
Florida
$236K – – –
BSB
1237
Bangor Savings Bank
Maine
$236K – – –
MIC
1238
Means Investment Company
Maine
$236K +$147 +1 +0.1%
SEEDPG
1239
S.E.E.D. Planning Group
New York
$236K +$295 +2 +0.1%
HHGA
1240
Halbert Hargrove Global Advisors
California
$236K +$236K +1,602 New
CPO
1241
Cerity Partners OCIO
New York
$236K +$236K +1,606 New
BCM
1242
BTR Capital Management
California
$234K – – –
GAM
1243
Grandview Asset Management
Pennsylvania
$234K +$234K +1,588 New
HCM
1244
Howland Capital Management
Massachusetts
$233K – – –
CS
1245
Capital Square
Tennessee
$233K +$233K +1,550 New
IBOK
1246
Independence Bank of Kentucky
Kentucky
$232K – – –
FHB
1247
First Hawaiian Bank
Hawaii
$231K – – –
WMA
1248
Wealth Management Associates
New Jersey
$230K – – –
DPI
1249
Diversified Portfolios Inc
Michigan
$230K – – –
HI
1250
Hendershot Investments
Virginia
$228K -$75K -510 -25%
48 49
50
51 52