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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,481 hedge funds and large institutions have $26.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 661 increasing their positions, 469 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+9
Holders Change %
+0.61%
% of All Funds
26.01%
Holding in Top 10
206
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.44%
% of All Funds
3.62%
New
94
Increased
661
Reduced
469
Closed
52
Calls
$70.3M
Puts
$76.7M
Net Calls
-$6.46M
Net Calls Change
-$15.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$829M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.28B
3
Citigroup
Citigroup
New York
$498M
4
RA
Rational Advisors
New York
$77.8M
5
B
Barings
North Carolina
$70.1M

Top Sellers

1
ZB
Zions Bancorporation
Utah
$59.2M
2
IC
Inscription Capital
Texas
$0
3
AWM
AE Wealth Management
Kansas
$19.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
$919M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
201
Interactive Financial Advisors
Illinois
$14.6M +$282K +1,837 +2%
AC
202
Apella Capital
Connecticut
$14.5M +$127K +829 +0.9%
EPWM
203
Essex Private Wealth Management
Massachusetts
$14.4M +$995K +6,481 +7%
HW
204
Hamilton Wealth
California
$14.4M +$1.62M +10,564 +13%
NF
205
Nikulski Financial
Iowa
$14.2M +$468K +3,044 +3%
SC
206
Scotia Capital
Ontario, Canada
$13.9M +$428K +2,788 +3%
HCM
207
HM Capital Management
Missouri
$13.8M -$650K -4,231 -4%
KWM
208
Kingsview Wealth Management
Oregon
$13.7M +$480K +3,122 +4%
FC
209
Fusion Capital
South Carolina
$13.7M +$583K +3,794 +4%
RFM
210
Royal Fund Management
Florida
$13.6M -$619K -4,028 -4%
JFA
211
Johanson Financial Advisors
California
$13.6M +$523K +3,402 +4%
OAJ
212
Ogorek Anthony Joseph
New York
$13.6M -$593K -3,861 -4%
KCM
213
Karp Capital Management
California
$13.4M -$150K -978 -1%
CRC
214
Curi RMB Capital
Illinois
$13.3M -$4.61K -30 -0%
APP
215
Avantax Planning Partners
Iowa
$13.1M +$6.37M +41,466 +95%
SFG
216
Snider Financial Group
Washington
$13.1M +$1.41M +8,609 +12%
AWS
217
AJ Wealth Strategies
New York
$13.1M +$7.08M +46,100 +118%
ANTB
218
AMG National Trust Bank
Colorado
$13.1M +$219K +1,429 +2%
ACM
219
Allred Capital Management
Texas
$12.9M -$110K -715 -0.8%
HSA
220
HBK Sorce Advisory
Pennsylvania
$12.9M -$170K -1,109 -1%
AMG
221
Asset Management Group
Connecticut
$12.9M -$608K -3,960 -4%
MA
222
MJP Associates
Connecticut
$12.9M +$666K +4,334 +5%
FFWA
223
FRG Family Wealth Advisors
Washington
$12.9M -$94.3K -614 -0.7%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$12.9M +$222K +1,444 +2%
FHA
225
Flagship Harbor Advisors
Massachusetts
$12.7M – – –
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