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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
Trek Financial
Arizona
$134M
2
AI
Atria Investments
North Carolina
$116M
3
VWM
Venturi Wealth Management
Texas
$95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$113M
5
IC
Inscription Capital
Texas
$44.4M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$6.2M
2
Charles Schwab
Charles Schwab
California
$245M
3
Bank of America
Bank of America
North Carolina
$3.37B
4
EGA
E&G Advisors
Texas
$42.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
201
Interactive Financial Advisors
Illinois
$14.4M -$1.05M -6,795 -7%
MGIA
202
Matthew Goff Investment Advisor
Texas
$14.4M +$14.1M +474,325 +3,670%
CFS
203
CRA Financial Services
New Jersey
$14.4M +$478K +3,088 +3%
RFM
204
Royal Fund Management
Florida
$14.3M +$369K +2,383 +3%
QI
205
QS Investors
New York
$14.3M +$14.3M +92,373 New
OAJ
206
Ogorek Anthony Joseph
New York
$14.3M -$345K -2,227 -2%
AWA
207
Arete Wealth Advisors
Illinois
$14.2M +$227K +1,503 +2%
NF
208
Nikulski Financial
Iowa
$14.2M -$348K -2,199 -2%
AMG
209
Asset Management Group
Connecticut
$13.6M -$211K -1,362 -2%
KCM
210
Karp Capital Management
California
$13.6M +$378K +2,445 +3%
SC
211
Scotia Capital
Ontario, Canada
$13.5M +$309K +1,993 +2%
EPWM
212
Essex Private Wealth Management
Massachusetts
$13.5M +$180K +1,166 +1%
CRC
213
Curi RMB Capital
Illinois
$13.5M -$545K -3,524 -4%
JFA
214
Johanson Financial Advisors
California
$13.5M +$321K +2,031 +2%
KWM
215
Kingsview Wealth Management
Oregon
$13.4M +$730K +4,688 +6%
IAN
216
Integrated Advisors Network
Texas
$13.3M +$9.76M +63,042 +272%
RWG
217
Ratio Wealth Group
Colorado
$13.3M -$242K -1,564 -2%
WBG
218
Wharton Business Group
Pennsylvania
$13.3M +$2.88M +18,600 +28%
HSA
219
HBK Sorce Advisory
Pennsylvania
$13.2M -$38.5K -249 -0.3%
FC
220
Fusion Capital
South Carolina
$13.2M +$36.8K +238 +0.3%
ACM
221
Allred Capital Management
Texas
$13.2M +$251K +1,620 +2%
FFWA
222
FRG Family Wealth Advisors
Washington
$13.1M +$340K +2,196 +3%
WWM
223
Western Wealth Management
Colorado
$13M +$995K +6,431 +8%
ANTB
224
AMG National Trust Bank
Colorado
$12.9M +$592K +3,824 +5%
HW
225
Hamilton Wealth
California
$12.9M -$38.1K -246 -0.3%
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