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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
1
HighTower Advisors
Illinois
$227M
2
LPL Financial
2
LPL Financial
California
$629M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$55.2M
4
SAI
4
Systematic Alpha Investments
New Jersey
$51.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$332M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Citigroup
2
Citigroup
New York
$408M
3
KAS
3
Kestra Advisory Services
Texas
$45.5M
4
William Blair & Company
4
William Blair & Company
Illinois
$87.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$23.7M -$297K -2,016 -1%
CAN
127
Cetera Advisor Networks
California
$23.3M -$2.26M -15,334 -9%
M&T Bank
128
M&T Bank
New York
$23.3M -$2.15M -14,591 -8%
PP
129
PDS Planning
Ohio
$23.2M +$1.36M +9,253 +6%
CAL
130
Capital Advisors Ltd
Ohio
$23.1M +$256K +1,740 +1%
MA
131
Mutual Advisors
Nebraska
$22.7M -$822K -5,588 -3%
MCM
132
MAI Capital Management
Ohio
$22.6M +$21.3M +144,575 +1,583%
CP
133
Corbenic Partners
Pennsylvania
$22.6M +$2.61M +17,752 +13%
SFG
134
StrategIQ Financial Group
Indiana
$22.5M +$586K +3,986 +3%
KBFS
135
Kohmann Bosshard Financial Services
Ohio
$22.3M +$4.02M +27,308 +22%
WFWM
136
Wechter Feldman Wealth Management
New Jersey
$22.1M +$508K +3,454 +2%
CFA
137
Cahill Financial Advisors
Minnesota
$21.4M -$91.6K -1,327 -0.4%
MAM
138
McCarthy Asset Management
California
$21.4M +$95.2K +647 +0.4%
DADC
139
D.A. Davidson & Co
Montana
$21.3M +$2.91M +19,809 +16%
LWANC
140
Laurel Wealth Advisors (North Carolina)
North Carolina
$20.9M +$147K +1,002 +0.7%
WIC
141
Whitegate Investment Counselors
New Hampshire
$20.9M -$69.4K -472 -0.3%
GLLW
142
Graves Light Lenhart Wealth
Virginia
$20.8M +$342K +2,323 +2%
BFG
143
Bouchey Financial Group
New York
$20.5M +$467K +3,175 +2%
MIAN
144
Mariner Independent Advisor Network
Kansas
$20.4M +$2.51M +17,098 +14%
HTC
145
Haverford Trust Company
Pennsylvania
$20.3M -$1.5M -10,181 -7%
EDRIA
146
Edmonds Duncan Registered Investment Advisors
Kansas
$20.1M -$53.7K -365 -0.3%
SI
147
SimpliFi Inc
California
$19.8M -$46.6K -317 -0.2%
LWMG
148
Levy Wealth Management Group
Pennsylvania
$19.7M -$167K -1,138 -0.8%
HI
149
Harbour Investments
Wisconsin
$19.6M +$19.6M +133,558 New
QCM
150
Quest Capital Management
Texas
$18.8M -$489K -3,325 -3%
4 5
6
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