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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 %
RMC
1301
Resources Management Corp
Connecticut
$200K +$119K +810 +148%
JAG
1302
Journey Advisory Group
Kentucky
$200K +$200K +1,360 New
POIA
1303
Pin Oak Investment Advisors
Texas
$198K -$14.7K -100 -7%
MRC
1304
Millburn Ridgefield Corp
New York
$195K -$15K -102 -7%
NSB
1305
Norway Savings Bank
Maine
$188K +$151K +1,025 +410%
EDRH
1306
Edmond de Rothschild Holding
Switzerland
$184K – – –
FHA
1307
First Horizon Advisors
Tennessee
$183K -$6.42K -44 -3%
LWM
1308
Liberty Wealth Management
California
$179K – – –
PVH
1309
Psagot Value Holdings
Israel
$176K – – –
PO
1310
Private Ocean
California
$176K +$2.21K +15 +1%
GWS
1311
Glassman Wealth Services
Virginia
$173K – – –
AWM
1312
AllSquare Wealth Management
New York
$166K – – –
CL
1313
COWA LLC
Oklahoma
$163K – – –
DAC
1314
Dividend Assets Capital
South Carolina
$161K -$73.5K -500 -31%
BFC
1315
Bedel Financial Consulting
Indiana
$160K -$16.3K -111 -9%
GWSG
1316
GPS Wealth Strategies Group
Colorado
$155K +$155K +1,054 New
SIM
1317
Sonora Investment Management
Arizona
$154K +$58.4K +398 +61%
OC
1318
Oakworth Capital
Alabama
$152K -$8.95K -61 -6%
HCP
1319
Hexagon Capital Partners
Arkansas
$150K – – –
CWM
1320
Consultiva Wealth Management
Puerto Rico
$150K +$441 +3 +0.3%
FFC
1321
First Financial Corp
Indiana
$147K – – –
PP
1322
Pacifica Partners
Canada
$146K -$29.2K -196 -17%
NIC
1323
Northwest Investment Counselors
Oregon
$142K +$142K +965 New
RDFA
1324
Ritter Daniher Financial Advisory
Ohio
$140K – – –
VBCG
1325
Valley Brook Capital Group
Pennsylvania
$138K +$147 +1 +0.1%
51 52
53
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