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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 %
NOI
1351
Newton One Investments
Delaware
$87K +$293 +2 +0.3%
HI
1352
Hudock Inc
Pennsylvania
$80K +$147 +1 +0.2%
1IA
1353
1834 Investment Advisors
Wisconsin
$78K – – –
AWM
1354
Avondale Wealth Management
Texas
$76K – – –
FCMT
1355
Founders Capital Management (Texas)
Texas
$74K -$44.4K -300 -38%
VC
1356
Vestor Capital
Illinois
$74K – – –
CCG
1357
Cloverfields Capital Group
Minnesota
$74K +$74K +500 New
TLCM
1358
Twin Lakes Capital Management
California
$74K +$74K +502 New
TFA
1359
Toth Financial Advisory
Virginia
$72K – – –
SL
1360
Savior LLC
Massachusetts
$69K – – –
PFA
1361
Professional Financial Advisors
Nebraska
$66K – – –
MAWCM
1362
Mine & Arao Wealth Creation & Management
California
$64K – – –
CFB
1363
Cullen/Frost Bankers
Texas
$63K -$9.75K -67 -13%
SC
1364
Steph & Co
Wisconsin
$63K – – –
PWMG
1365
Prestige Wealth Management Group
New Jersey
$60K +$6.06K +41 +11%
CWA
1366
Carolina Wealth Advisors
South Carolina
$53K – – –
VRM
1367
Vectors Research Management
New York
$51K – – –
APWA
1368
Atlas Private Wealth Advisors
New Jersey
$51K +$147 +1 +0.3%
IAS
1369
IMA Advisory Services
Colorado
$51K +$51K +344 New
CCA
1370
Column Capital Advisors
Indiana
$49K – – –
IRC
1371
Investors Research Corp
Georgia
$45K – – –
TCWM
1372
Total Clarity Wealth Management
Illinois
$45K +$45K +305 New
PCA
1373
Providence Capital Advisors
North Carolina
$44K -$68.6K -463 -61%
HCM
1374
Horrell Capital Management
Arkansas
$44K +$44K +301 New
MF
1375
Manchester Financial
California
$43K +$38.7K +261 +900%
53 54
55
56 57