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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 %
PWM
1226
Palumbo Wealth Management
New York
$282K -$6.97K -45 -2%
CIC
1227
Cornercap Investment Counsel
Georgia
$282K +$60.3K +389 +27%
BFA
1228
Beaumont Financial Advisors
Massachusetts
$281K +$52.5K +339 +23%
WSTAM
1229
Wilbanks Smith & Thomas Asset Management
Virginia
$279K – – –
FCCM
1230
First City Capital Management
Georgia
$279K +$162 +1 +0.1%
AWG
1231
Altus Wealth Group
Colorado
$278K – – –
EWM
1232
EPG Wealth Management
Georgia
$276K -$14.7K -95 -5%
NCM
1233
Neumann Capital Management
California
$274K – – –
TWP
1234
Tempus Wealth Planning
California
$270K +$37.6K +243 +16%
EPA
1235
Element Pointe Advisors
Florida
$269K – – –
FWP
1236
Firethorn Wealth Partners
Georgia
$268K +$309 +2 +0.1%
AMCA
1237
Arthur M. Cohen & Associates
Illinois
$266K – – –
FTC
1238
Farmers Trust Company
Ohio
$266K – – –
AL
1239
ACAS LLC
California
$266K – – –
AWMG
1240
Alliance Wealth Management Group
New Jersey
$266K +$266K +1,717 New
TCM
1241
Towercrest Capital Management
Pennsylvania
$266K +$266K +1,717 New
DW
1242
Domani Wealth
Pennsylvania
$265K -$155K -1,000 -37%
LSA
1243
Lion Street Advisors
Texas
$263K +$263K +1,700 New
OFS
1244
Oldfather Financial Services
Nebraska
$263K – – –
BSB
1245
Bangor Savings Bank
Maine
$263K +$14.1K +91 +6%
ICM
1246
IMS Capital Management
Oregon
$263K +$23.2K +150 +10%
WMA
1247
Wealth Management Associates
New Jersey
$263K +$20.1K +130 +8%
WF
1248
WoodTrust Financial
Wisconsin
$261K – – –
IBOK
1249
Independence Bank of Kentucky
Kentucky
$260K +$15.5K +100 +6%
NAM
1250
NTV Asset Management
West Virginia
$260K +$26K +168 +11%
48 49
50
51 52