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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
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 %
HI
1276
Hendershot Investments
Virginia
$240K – – –
CC
1277
Cadinha & Co
Hawaii
$238K – – –
OCM
1278
Orleans Capital Management
Louisiana
$238K – – –
SFI
1279
SPC Financial Inc
Maryland
$238K – – –
FCIM
1280
Fairview Capital Investment Management
California
$237K +$618 +4 +0.3%
HCIA
1281
Hochman Cole Investment Advisors
Illinois
$236K -$4.34K -28 -2%
CFS
1282
Cannon Financial Strategists
Georgia
$235K – – –
FFA
1283
First Foundation Advisors
California
$235K +$235K +1,518 New
TCM
1284
Tradewinds Capital Management
Washington
$232K – – –
HA
1285
HC Advisors
Georgia
$232K – – –
LWM
1286
Lyell Wealth Management
California
$232K +$232K +1,501 New
BTW
1287
Boston Trust Walden
Massachusetts
$231K +$11.8K +76 +5%
WG
1288
Welch Group
Alabama
$228K +$11.8K +76 +5%
OSNBOA
1289
Old Second National Bank of Aurora
Illinois
$227K -$3.87K -25 -2%
TCM
1290
Triumph Capital Management
Colorado
$227K +$227K +1,440 New
TF
1291
TimeScale Financial
Massachusetts
$226K -$60K -388 -21%
ACG
1292
Allen Capital Group
Nebraska
$226K – – –
MFS
1293
Madrona Financial Services
Washington
$225K – – –
CDIA
1294
Capital Directions Investment Advisors
Georgia
$225K +$225K +1,454 New
MCWS
1295
McKinley Carter Wealth Services
West Virginia
$224K – – –
TIM
1296
Tortoise Investment Management
New York
$223K -$62.1K -401 -22%
CWM
1297
Campbell Wealth Management
Virginia
$223K – – –
BBA
1298
BLB&B Advisors
Pennsylvania
$223K +$223K +1,441 New
SFP
1299
Shepherd Financial Partners
Massachusetts
$222K +$222K +1,436 New
WCM
1300
Windsor Capital Management
Arizona
$221K -$1.39K -9 -0.6%
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