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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 %
KPWS
376
Kestra Private Wealth Services
Texas
$5.21M +$170K +1,209 +3%
RSWM
377
Robertson Stephens Wealth Management
California
$5.19M +$2.05M +14,496 +65%
EWMCB
378
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.19M -$6.64K -47 -0.1%
SPC
379
Sigma Planning Corp
Michigan
$5.19M +$213K +1,511 +4%
RMAM
380
Raab & Moskowitz Asset Management
New Jersey
$5.16M -$52.9K -375 -1%
HI
381
Human Investing
Oregon
$5.08M +$1.41M +9,955 +38%
PFA
382
Pettinga Financial Advisors
Indiana
$5.06M +$480K +3,400 +10%
WTC
383
WhitTier Trust Company
Nevada
$5.04M +$118K +838 +2%
SL
384
Stevard LLC
Illinois
$5.01M – – –
DWM
385
Defined Wealth Management
Oregon
$4.99M +$4.99M +35,326 New
JWBC
386
J.W. Burns & Co
New York
$4.97M -$154K -1,090 -3%
EWA
387
EP Wealth Advisors
California
$4.97M +$43.8K +310 +0.9%
FWIA
388
Fort Washington Investment Advisors
Ohio
$4.97M +$130K +918 +3%
RCA
389
Reitz Capital Advisors
Michigan
$4.95M +$1.15M +8,175 +30%
HCM
390
Hollencrest Capital Management
California
$4.93M +$128K +908 +3%
CAGAS
391
Capital Advisory Group Advisory Services
Minnesota
$4.89M +$320K +2,269 +7%
TFCP
392
Twin Focus Capital Partners
Massachusetts
$4.83M -$9.88K -70 -0.2%
CA
393
Cambridge Advisors
Nebraska
$4.78M -$565 -4 -0%
IA
394
IFG Advisory
Georgia
$4.76M +$1.31M +9,289 +38%
SQA
395
Simon Quick Advisors
New Jersey
$4.74M +$1.42M +10,038 +43%
HT
396
Heritage Trust
Oklahoma
$4.72M -$237K -1,682 -5%
CFGS
397
Concourse Financial Group Securities
Alabama
$4.68M -$238K -1,683 -5%
SBSB
398
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.64M +$534K +3,784 +13%
RC
399
RegentAtlantic Capital
New Jersey
$4.64M +$6.07K +43 +0.1%
CFO
400
CVA Family Office
Colorado
$4.63M +$11.6K +82 +0.3%
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