VIG icon

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 %
Bank Julius Baer & Co
1326
Bank Julius Baer & Co
Switzerland
$135K +$2.21K +15 +2%
PA
1327
Perennial Advisors
New York
$134K -$8.1K -55 -6%
LS
1328
Leelyn Smith
Illinois
$133K +$147 +1 +0.1%
PSB
1329
Piscataqua Savings Bank
New Hampshire
$131K +$131K +892 New
RBC
1330
Roble Belko & Company
Pennsylvania
$129K – – –
MPWT
1331
MassMutual Private Wealth & Trust
Connecticut
$127K -$47.1K -319 -27%
LIA
1332
LS Investment Advisors
Michigan
$126K +$126K +853 New
EWM
1333
Edge Wealth Management
New York
$118K – – –
GC
1334
Garde Capital
Washington
$115K +$8.7K +59 +8%
Schroder Investment Management Group
1335
Schroder Investment Management Group
United Kingdom
$114K – – –
LFG
1336
Larson Financial Group
Missouri
$114K +$293 +2 +0.3%
WOC
1337
West Oak Capital
California
$114K +$29.4K +200 +35%
BBPWM
1338
Blue Bell Private Wealth Management
Pennsylvania
$111K -$6K -41 -5%
AssetMark Inc
1339
AssetMark Inc
California
$111K +$96.1K +652 +646%
BWL
1340
Bogart Wealth LLC
Virginia
$110K -$22.7M -154,803 -100%
PCG
1341
Private Capital Group
Connecticut
$110K – – –
IPW
1342
IronBridge Private Wealth
Texas
$109K – – –
IFAM
1343
Institutional & Family Asset Management
Colorado
$109K +$109K +740 New
SAS
1344
Stelac Advisory Services
New York
$106K +$106K +720 New
BAM
1345
Bellevue Asset Management
Washington
$103K – – –
HH
1346
HWG Holdings
Texas
$102K -$316K -2,139 -76%
CCM
1347
Cribstone Capital Management
Maine
$99K – – –
MIM
1348
Macroview Investment Management
Maryland
$95K – – –
ATC
1349
Adirondack Trust Company
New York
$92K – – –
MWC
1350
MBM Wealth Consultants
Missouri
$92K – – –
52 53
54
55 56