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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 %
AIS
1301
American Investment Services
Massachusetts
$221K – – –
CS
1302
Credit Suisse
Switzerland
$221K +$221K +1,426 New
TPW
1303
TL Private Wealth
Texas
$220K +$930 +6 +0.4%
AA
1304
Alesco Advisors
New York
$220K +$220K +1,422 New
CCM
1305
Crossvault Capital Management
Texas
$219K -$63.8K -400 -23%
BO
1306
Bank OZK
Arkansas
$219K -$6.97K -45 -3%
RRA
1307
Round Rock Advisors
Connecticut
$219K – – –
MCM
1308
MV Capital Management
Maryland
$219K – – –
SW
1309
SteelPeak Wealth
California
$219K – – –
AUB
1310
Atlantic Union Bankshares
Virginia
$217K – – –
IMOV
1311
Investment Management of Virginia
Virginia
$217K – – –
DA
1312
Dash Acquisitions
California
$217K – – –
CA
1313
Claro Advisors
Massachusetts
$217K +$618 +4 +0.3%
HVP
1314
Hudson Value Partners
Florida
$217K +$217K +1,400 New
AWM
1315
Accurate Wealth Management
Florida
$217K +$217K +1,403 New
CPSC
1316
Carl P. Sherr & Co
Massachusetts
$215K -$3.86K -25 -2%
BU
1317
BBVA USA
Alabama
$215K +$215K +1,386 New
HFA
1318
High Falls Advisors
New York
$215K +$215K +1,391 New
FPCM
1319
Financial Partners Capital Management
New York
$214K -$6.35K -41 -3%
BFG
1320
Berger Financial Group
Minnesota
$214K -$71.8K -463 -25%
HCA
1321
Heck Capital Advisors
Wisconsin
$214K – – –
IWS
1322
Insight Wealth Strategies
California
$213K +$463 +3 +0.2%
PCA
1323
Peddock Capital Advisors
Massachusetts
$213K +$213K +1,334 New
JEST
1324
JTC Employer Solutions Trustee
Jersey
$213K +$213K +1,375 New
IIM
1325
Ipswich Investment Management
Massachusetts
$211K +$211K +1,366 New
51 52
53
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