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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 %
HCIA
1251
Hochman Cole Investment Advisors
Illinois
$228K – – –
ICM
1252
IMS Capital Management
Oregon
$228K +$228K +1,552 New
OCM
1253
Orleans Capital Management
Louisiana
$227K -$59K -400 -21%
CC
1254
Cadinha & Co
Hawaii
$226K – – –
SFI
1255
SPC Financial Inc
Maryland
$226K – – –
VAM
1256
Verity Asset Management
North Carolina
$226K +$10.3K +70 +5%
FCIM
1257
Fairview Capital Investment Management
California
$224K -$55.4K -378 -20%
CFS
1258
Cannon Financial Strategists
Georgia
$224K +$9.12K +62 +4%
MIM
1259
Miller Investment Management
Pennsylvania
$223K – – –
BlackRock
1260
BlackRock
New York
$222K +$45K +307 +25%
NAM
1261
NTV Asset Management
West Virginia
$222K +$222K +1,511 New
SWM
1262
Selective Wealth Management
Virginia
$221K -$49.8K -338 -18%
TCM
1263
Tradewinds Capital Management
Washington
$221K – – –
HA
1264
HC Advisors
Georgia
$221K – – –
TWP
1265
Tempus Wealth Planning
California
$221K +$221K +1,503 New
OSNBOA
1266
Old Second National Bank of Aurora
Illinois
$219K -$175K -1,194 -44%
BFA
1267
Beaumont Financial Advisors
Massachusetts
$217K – – –
ST
1268
Spinnaker Trust
Maine
$217K +$217K +1,480 New
BO
1269
Bank OZK
Arkansas
$215K -$18.7K -127 -8%
TPW
1270
TL Private Wealth
Texas
$214K -$31K -205 -13%
MFS
1271
Madrona Financial Services
Washington
$214K – – –
ACG
1272
Allen Capital Group
Nebraska
$214K +$214K +1,458 New
MCWS
1273
McKinley Carter Wealth Services
West Virginia
$213K – – –
CWM
1274
Campbell Wealth Management
Virginia
$212K -$77K -524 -27%
WCM
1275
Windsor Capital Management
Arizona
$212K – – –
49 50
51
52 53