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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
$629M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$55.2M
4
SAI
Systematic Alpha Investments
New Jersey
$51.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$332M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.25B
2
Citigroup
Citigroup
New York
$408M
3
KAS
Kestra Advisory Services
Texas
$45.5M
4
William Blair & Company
William Blair & Company
Illinois
$87.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
1426
Annapolis Financial Services
Maryland
$4K +$4K +30 New
OIA
1427
Optimum Investment Advisors
Illinois
$3K -$3.18K -18 -51%
JWM
1428
Janiczek Wealth Management
Colorado
$3K – – –
HFA
1429
HC Financial Advisors
California
$3K +$2.33K +14 +350%
GWMIA
1430
Global Wealth Management Investment Advisory
Florida
$2K -$571 -4 -22%
SWM
1431
Sugarloaf Wealth Management
Georgia
$1.24K -$8 -52 -0.6%
BBHC
1432
Brown Brothers Harriman & Co
New York
$1.18K -$43 -292 -4%
LAS
1433
Lloyd Advisory Services
Georgia
$1K +$1K +6 New
SFPG
1434
Stonebridge Financial Planning Group
Florida
$1K +$1K +6 New
VWM
1435
Venturi Wealth Management
Texas
– -$22.5M -159,424 Closed
BSSFA
1436
Baron Silver Stevens Financial Advisors
Florida
– -$13.7M -96,784 Closed
HF
1437
HRT Financial
New York
– -$11.4M -80,878 Closed
RIA
1438
Regal Investment Advisors
Michigan
– -$8.95M -63,416 Closed
SS
1439
Simplicity Solutions
Minnesota
– -$4.43M -31,374 Closed
Mackenzie Financial
1440
Mackenzie Financial
Ontario, Canada
– -$2.82M -19,960 Closed
CCFM
1441
Clear Creek Financial Management
Washington
– -$2.64M -18,679 Closed
CI
1442
Cavalier Investments
Georgia
– -$2.36M -16,690 Closed
CAC
1443
Cowen and Company
New York
– -$1.47M -10,400 Closed
OWA
1444
Outlook Wealth Advisors
Texas
– -$1.01M -7,178 Closed
EP
1445
Edgestream Partners
New Jersey
– -$982K -6,958 Closed
FWM
1446
FFT Wealth Management
Pennsylvania
– -$771K -5,463 Closed
BIM
1447
Baldwin Investment Management
Pennsylvania
– -$692K -4,900 Closed
LWM
1448
Laidlaw Wealth Management
New York
– -$601K -4,257 Closed
HC
1449
Hamilton Capital
Ohio
– -$570K -4,035 Closed
STA
1450
Summit Trail Advisors
New York
– -$473K -3,350 Closed
56 57
58
59 60