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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 %
AO
176
Advisor OS
Illinois
$17.1M -$12.1M -77,946 -41%
DA
177
Detalus Advisors
Missouri
$16.9M +$5.72M +36,947 +51%
RC
178
Rovin Capital
Arizona
$16.9M +$4.64M +29,994 +38%
SAMT
179
Select Asset Management & Trust
Pennsylvania
$16.8M -$515K -3,324 -3%
JIC
180
JRM Investment Counsel
Nebraska
$16.7M -$1.49M -9,651 -8%
LWA
181
LWS Wealth Advisors
New Jersey
$16.7M +$1.2M +7,743 +8%
MA
182
Montag & Associates
Georgia
$16.3M -$355K -2,296 -2%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$16.1M +$992K +6,409 +7%
REMPR
184
Roof Eidam Maycock Peralta (REMP)
California
$16M +$65.2K +421 +0.4%
VWA
185
Visionary Wealth Advisors
Illinois
$15.8M -$2.35M -15,195 -13%
MWA
186
Martel Wealth Advisors
Washington
$15.8M +$491K +3,175 +3%
CFA
187
Capstone Financial Advisors
Illinois
$15.7M -$1.87M -12,081 -11%
HWA
188
Heritage Wealth Advisors
Virginia
$15.5M -$166K -1,073 -1%
BFG
189
Beacon Financial Group
Texas
$15.5M -$2.79M -17,786 -15%
VA
190
Valmark Advisers
Ohio
$15.5M -$285K -1,843 -2%
JC
191
JBF Capital
Colorado
$15.5M – – –
HT
192
Hefren-Tillotson
Pennsylvania
$15.5M +$565K +3,652 +4%
MI
193
Mercer Investments
Massachusetts
$15.2M +$14.4M +92,916 +1,678%
CIBC World Market
194
CIBC World Market
Ontario, Canada
$15.2M +$6.94M +44,844 +85%
JGIA
195
Jackson Grant Investment Advisers
Connecticut
$15M +$27.1K +175 +0.2%
NA
196
NewEdge Advisors
Louisiana
$14.9M -$244K -1,578 -2%
MAM
197
Madison Asset Management
Wisconsin
$14.7M -$4.38M -28,306 -23%
HCM
198
HM Capital Management
Missouri
$14.6M -$8.82K -57 -0.1%
AC
199
Apella Capital
Connecticut
$14.5M +$79.3K +512 +0.5%
GL
200
Graypoint LLC
New York
$14.5M -$647K -4,180 -4%
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