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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,406 hedge funds and large institutions have $23.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 596 increasing their positions, 394 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,406
Holders Change
+162
Holders Change %
+13.02%
% of All Funds
24.95%
Holding in Top 10
220
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+22.22%
% of All Funds
3.9%
New
221
Increased
596
Reduced
394
Closed
39
Calls
$49M
Puts
$88.8M
Net Calls
-$39.8M
Net Calls Change
+$21.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$224M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$214M
3
KAS
Kestra Advisory Services
Texas
+$54.8M
4
LPL Financial
LPL Financial
California
+$48.2M
5
Wells Fargo
Wells Fargo
California
+$47.4M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$337M
2
HighTower Advisors
HighTower Advisors
Illinois
-$161M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$74.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$27.2M
5
TF
Trek Financial
Arizona
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Segment Wealth Management
Texas
$9.63M +$1.43M +10,156 +18%
SFM
252
Signet Financial Management
New Jersey
$9.59M -$194K -1,372 -2%
DA
253
Detalus Advisors
Missouri
$9.56M +$375K +2,658 +4%
FLPIM
254
F.L. Putnam Investment Management
Massachusetts
$9.54M -$10.4K -74 -0.1%
FMWA
255
Forvis Mazars Wealth Advisors
Missouri
$9.34M -$228K -1,613 -2%
SWP
256
Stratos Wealth Partners
Ohio
$9.31M -$1.94M -13,743 -17%
MMA
257
Miracle Mile Advisors
California
$9.27M +$1.09M +7,704 +13%
FI
258
FormulaFolio Investments
Michigan
$9.16M +$6.69M +47,367 +271%
SVWAG
259
Sound View Wealth Advisors Group
Georgia
$9.11M +$46.9K +332 +0.5%
WPWM
260
Windward Private Wealth Management
Kansas
$9.06M +$9.06M +64,182 New
SFA
261
Souders Financial Advisors
Ohio
$8.97M +$260K +1,843 +3%
PA
262
Parallel Advisors
California
$8.96M +$439K +3,108 +5%
RIA
263
Regal Investment Advisors
Michigan
$8.95M +$8.95M +63,416 New
CCM
264
Coldstream Capital Management
Washington
$8.94M +$145K +1,027 +2%
DMC
265
Drexel Morgan & Co
Pennsylvania
$8.94M -$850K -6,018 -9%
ANTB
266
AMG National Trust Bank
Colorado
$8.78M +$2.5M +17,721 +40%
AR
267
Advisory Research
Illinois
$8.77M +$4.38M +31,058 +100%
CCC
268
Crescent Capital Consulting
Louisiana
$8.75M +$8.75M +62,025 New
PIMG
269
Patriot Investment Management Group
Tennessee
$8.74M -$2.75M -19,472 -24%
CWM
270
Cornerstone Wealth Management
Missouri
$8.73M +$3.53K +25 +0%
NIM
271
Northeast Investment Management
Massachusetts
$8.69M +$342K +2,421 +4%
APP
272
Avantax Planning Partners
Iowa
$8.63M +$532K +3,765 +7%
RCAG
273
Rehmann Capital Advisory Group
Michigan
$8.44M -$141K -999 -2%
SAF
274
Smith Anglin Financial
Texas
$8.41M +$8.41M +59,603 New
DWP
275
Destiny Wealth Partners
Florida
$8.41M +$8.41M +59,543 New
9 10
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