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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 %
US Bancorp
126
US Bancorp
Minnesota
$26.3M +$475K +3,070 +2%
FMT
127
First Mercantile Trust
Tennessee
$26.1M -$3.49M -22,506 -12%
SW
128
SVB Wealth
Massachusetts
$26.1M -$594K -3,840 -2%
SI
129
Stephens Inc
Arkansas
$25.7M +$583K +3,768 +2%
CWC
130
Carolinas Wealth Consulting
North Carolina
$25.6M -$789K -5,099 -3%
CP
131
Corbenic Partners
Pennsylvania
$24.8M +$1.01M +6,553 +4%
CAL
132
Capital Advisors Ltd
Ohio
$24.6M +$256K +1,651 +1%
M&T Bank
133
M&T Bank
New York
$24.4M -$63.3K -409 -0.3%
SFG
134
StrategIQ Financial Group
Indiana
$23.9M +$162K +1,048 +0.7%
WFWM
135
Wechter Feldman Wealth Management
New Jersey
$23.2M -$111K -716 -0.5%
DADC
136
D.A. Davidson & Co
Montana
$23M +$552K +3,568 +2%
CFA
137
Cahill Financial Advisors
Minnesota
$22.7M +$1.12M +16,150 +5%
SPIA
138
Steward Partners Investment Advisory
New York
$22.6M -$7.69M -49,683 -25%
ORIO
139
Old Republic International (ORI)
Illinois
$22.5M +$7.58M +49,000 +51%
HI
140
Harbour Investments
Wisconsin
$22.3M +$1.6M +10,330 +8%
LWANC
141
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.2M +$130K +837 +0.6%
GLLW
142
Graves Light Lenhart Wealth
Virginia
$22.1M +$218K +1,411 +1%
AA
143
Ancora Advisors
Ohio
$22M -$4.56M -29,448 -17%
MIAN
144
Mariner Independent Advisor Network
Kansas
$22M +$505K +3,262 +2%
MAM
145
McCarthy Asset Management
California
$21.8M -$626K -4,046 -3%
WIC
146
Whitegate Investment Counselors
New Hampshire
$21.8M -$170K -1,100 -0.8%
BSW
147
Buckingham Strategic Wealth
Missouri
$21.6M +$13.9M +89,996 +181%
EDRIA
148
Edmonds Duncan Registered Investment Advisors
Kansas
$21.4M +$247K +1,598 +1%
22CM
149
20/20 Capital Management
California
$21.4M +$1.58M +10,180 +8%
LWMG
150
Levy Wealth Management Group
Pennsylvania
$21.1M +$301K +1,943 +1%
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