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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 %
FWCM
1251
Ferguson Wellman Capital Management
Oregon
$260K +$260K +1,678 New
HCM
1252
Hilton Capital Management
New York
$258K – – –
TC
1253
TownSquare Capital
Utah
$258K +$258K +1,656 New
VST
1254
Van Strum & Towne
California
$256K – – –
APG
1255
Abacus Planning Group
South Carolina
$256K +$774 +5 +0.3%
BFG
1256
Baron Financial Group
New Jersey
$255K – – –
EA
1257
Ellsworth Advisors
Ohio
$254K – – –
SFP
1258
Sterling Financial Planning
New Jersey
$252K +$217K +1,403 +629%
BPM
1259
Bowling Portfolio Management
Ohio
$251K – – –
JAG
1260
Journey Advisory Group
Kentucky
$251K +$40.2K +259 +19%
SAM
1261
Summit Asset Management
Tennessee
$250K – – –
WDG
1262
Wealth Dimensions Group
Ohio
$250K – – –
CNC
1263
Canandaigua National Corp
New York
$249K -$26.6K -172 -10%
Members Trust
1264
Members Trust
Florida
$249K – – –
MIC
1265
Means Investment Company
Maine
$249K +$310 +2 +0.1%
HHGA
1266
Halbert Hargrove Global Advisors
California
$249K +$1.08K +7 +0.4%
ST
1267
Spinnaker Trust
Maine
$249K +$20.2K +131 +9%
SEEDPG
1268
S.E.E.D. Planning Group
New York
$248K -$310 -2 -0.1%
BCM
1269
BTR Capital Management
California
$247K – – –
DPI
1270
Diversified Portfolios Inc
Michigan
$246K +$4.34K +28 +2%
CS
1271
Capital Square
Tennessee
$244K – – –
GC
1272
Guggenheim Capital
Illinois
$243K -$31.3K -202 -11%
FHB
1273
First Hawaiian Bank
Hawaii
$243K – – –
BlackRock
1274
BlackRock
New York
$242K +$7.89K +51 +3%
MRC
1275
Millburn Ridgefield Corp
New York
$242K +$36.6K +236 +18%
49 50
51
52 53