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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 %
RMC
1326
Resources Management Corp
Connecticut
$210K – – –
WWM
1327
Wolff Wiese Magana
California
$210K – – –
MS
1328
Madden Securities
Texas
$210K +$210K +1,359 New
GWM
1329
GSB Wealth Management
Connecticut
$208K -$15.2K -98 -7%
POIA
1330
Pin Oak Investment Advisors
Texas
$208K – – –
SCM
1331
Shelton Capital Management
Colorado
$208K +$208K +1,341 New
BFA
1332
Bragg Financial Advisors
North Carolina
$208K +$208K +1,341 New
OWA
1333
One Wealth Advisors
California
$205K +$205K +1,323 New
1WM
1334
1900 Wealth Management
Texas
$204K +$204K +1,316 New
EWP
1335
Engrave Wealth Partners
Texas
$204K +$204K +1,317 New
NSAM
1336
North Star Asset Management
Wisconsin
$204K +$204K +1,318 New
PIM
1337
Penobscot Investment Management
Massachusetts
$202K +$202K +1,300 New
JF
1338
JSF Financial
California
$202K +$202K +1,302 New
NPA
1339
Nichols & Pratt Advisers
Massachusetts
$201K +$201K +1,300 New
VCWA
1340
Vanguard Capital Wealth Advisors
Colorado
$201K +$201K +1,303 New
GIA
1341
Granite Investment Advisors
New Hampshire
$200K +$200K +1,295 New
HA
1342
Harfst & Associates
Wyoming
$200K +$200K +1,296 New
EDRH
1343
Edmond de Rothschild Holding
Switzerland
$193K – – –
GWS
1344
Glassman Wealth Services
Virginia
$182K – – –
WOC
1345
West Oak Capital
California
$182K +$62K +400 +52%
RFA
1346
Reilly Financial Advisors
California
$180K -$68.8K -445 -28%
PWP
1347
Personal Wealth Partners
Minnesota
$177K +$177K +1,146 New
AWM
1348
AllSquare Wealth Management
New York
$175K – – –
GWSG
1349
GPS Wealth Strategies Group
Colorado
$174K +$10.5K +68 +6%
DAC
1350
Dividend Assets Capital
South Carolina
$169K – – –
52 53
54
55 56