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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 %
CWA
301
Clarity Wealth Advisors
California
$7.06M +$705K +4,995 +11%
SWA
302
Safir Wealth Advisors
New Hampshire
$7.03M +$7.03M +49,773 New
BCM
303
Brookstone Capital Management
Illinois
$7.02M +$6.72M +47,598 +2,206%
EW
304
Evoke Wealth
California
$6.99M +$846K +5,995 +14%
OC
305
Oppenheimer & Co
New York
$6.93M +$831K +5,885 +14%
WCG
306
Weaver Consulting Group
California
$6.88M +$466K +3,301 +7%
TF
307
TIAA FSB
Florida
$6.85M +$68.9K +488 +1%
GWAG
308
Garrett Wealth Advisory Group
Texas
$6.77M -$341K -2,415 -5%
NP
309
NorthRock Partners
Minnesota
$6.76M +$537K +3,806 +9%
KA
310
Kovack Advisors
Florida
$6.76M -$93.3K -661 -1%
PP
311
Palladium Partners
Virginia
$6.74M -$34K -241 -0.5%
BWM
312
Benchmark Wealth Management
Connecticut
$6.73M +$36.3K +257 +0.5%
CPWA
313
Cerro Pacific Wealth Advisors
California
$6.71M +$6.71M +47,518 New
JWCA
314
J.W. Cole Advisors
Florida
$6.68M +$2.34M +16,565 +54%
EWM
315
Evercore Wealth Management
New York
$6.63M +$1.88M +13,323 +40%
CAG
316
Crestwood Advisors Group
Massachusetts
$6.61M -$750K -5,315 -10%
GAM
317
Geier Asset Management
Maryland
$6.55M +$6.55M +47,040 New
HWA
318
HHM Wealth Advisors
Tennessee
$6.52M -$24.6K -174 -0.4%
CAG
319
Csenge Advisory Group
Florida
$6.5M +$224K +1,589 +4%
WANY
320
Wealthspire Advisors (New York)
New York
$6.43M +$5.9M +41,827 +1,130%
AIC
321
Ameritas Investment Company
Nebraska
$6.37M +$1.93M +13,682 +43%
JMFC
322
J.M. Forbes & Co
Massachusetts
$6.37M +$16.9K +120 +0.3%
MFA
323
McClarren Financial Advisors
Pennsylvania
$6.36M +$6.36M +45,056 New
WA1
324
Wimmer Associates 1
California
$6.34M +$195K +1,384 +3%
BWG
325
Beta Wealth Group
California
$6.27M +$6.27M +44,410 New
11 12
13
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