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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 %
TFS
326
TrustCore Financial Services
Tennessee
$6.24M -$298K -2,112 -5%
SFP
327
Sandbox Financial Partners
Maryland
$6.22M +$6.22M +44,043 New
SC
328
SouthState Corp
Florida
$6.2M -$160K -1,131 -3%
CS
329
Comerica Securities
Michigan
$6.19M -$295K -2,089 -5%
NFP
330
Novak Financial Planning
Maryland
$6.16M +$6.16M +43,647 New
GJIC
331
Gamble Jones Investment Counsel
California
$6.06M -$41.2K -292 -0.7%
KOMWMG
332
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.06M +$94K +666 +2%
PWM
333
Peterson Wealth Management
Nevada
$6.03M +$176K +1,247 +3%
LGWM
334
Litman Gregory Wealth Management
California
$6.01M – – –
ONB
335
Old National Bancorp
Indiana
$6M -$223K -1,580 -4%
MWM
336
Mascoma Wealth Management
New Hampshire
$6M +$6M +42,472 New
WT
337
Washington Trust
Rhode Island
$5.99M -$88.9K -630 -1%
SWA
338
Stratos Wealth Advisors
Ohio
$5.98M +$641K +4,539 +12%
RFA
339
Radnor Financial Advisors
Pennsylvania
$5.95M +$1.2M +8,517 +25%
MFS
340
McNamara Financial Services
Massachusetts
$5.93M – – –
SMC
341
Smith, Moore & Co
Missouri
$5.91M -$239K -1,695 -4%
RJT
342
Raymond James Trust
Florida
$5.9M +$92.3K +654 +2%
CIA
343
Capital Investment Advisors
Georgia
$5.89M -$45.9K -325 -0.8%
SLWA
344
San Luis Wealth Advisors
California
$5.89M +$5.89M +41,709 New
LB
345
Leo Brokerage
Texas
$5.87M +$57.9K +410 +1%
CFO
346
Colony Family Offices
North Carolina
$5.84M +$5.84M +41,345 New
SMG
347
Smart Money Group
Texas
$5.83M +$867K +6,139 +17%
BIA
348
Bigelow Investment Advisors
Maine
$5.8M +$48.8K +346 +0.8%
ABC
349
Associated Banc-Corp
Wisconsin
$5.76M +$1.86M +13,160 +48%
FAIM
350
Financial Advocates Investment Management
Washington
$5.76M +$158K +1,116 +3%
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