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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,244 hedge funds and large institutions have $20.2B invested in Vanguard Dividend Appreciation ETF in 2020 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 517 increasing their positions, 436 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+48
Holders Change %
+4.01%
% of All Funds
25.17%
Holding in Top 10
180
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.86%
% of All Funds
3.64%
New
111
Increased
517
Reduced
436
Closed
50
Calls
$51.3M
Puts
$112M
Net Calls
-$61.1M
Net Calls Change
-$58.4M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$103M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$57.1M
3
Two Sigma Investments
Two Sigma Investments
New York
+$53.4M
4
CG
Colony Group
Massachusetts
+$43.3M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$33.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
2
B
Barings
North Carolina
-$30.2M
3
Charles Schwab
Charles Schwab
California
-$14.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.2M
5
TFA
Transamerica Financial Advisors
Florida
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
401
OneDigital Investment Advisors
Kansas
$3.5M -$493K -3,833 -12%
LWAC
402
Laurel Wealth Advisors (California)
California
$3.5M +$2.57K +20 +0.1%
MBT
403
Montecito Bank & Trust
California
$3.49M -$41.7K -324 -1%
TCOV
404
Trust Company of Vermont
Vermont
$3.48M +$75.5K +587 +2%
FANJ
405
Financial Architects (New Jersey)
New Jersey
$3.47M +$907K +7,047 +35%
RCA
406
Reitz Capital Advisors
Michigan
$3.46M +$843K +6,556 +32%
NL
407
NWAM LLC
Washington
$3.45M -$476K -3,703 -12%
SW
408
SkyOak Wealth
Michigan
$3.44M -$484K -3,759 -12%
H
409
HoyleCohen
California
$3.4M -$16.3K -127 -0.5%
LAM
410
LifePro Asset Management
California
$3.38M +$607K +4,722 +22%
AIA
411
Angeles Investment Advisors
California
$3.35M -$154K -1,200 -4%
MCM
412
Monument Capital Management
Virginia
$3.35M +$2.13M +16,586 +176%
HI
413
Human Investing
Oregon
$3.35M +$1.62M +12,556 +93%
PAMG
414
Patton Albertson Miller Group
Tennessee
$3.33M +$83.1K +646 +3%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$3.29M -$22.5K -175 -0.7%
C1AG
416
Client 1st Advisory Group
Florida
$3.25M -$38.4K -280 -1%
AIFAIM
417
American Institute for Advanced Investment Management
Arizona
$3.22M -$112K -872 -3%
SSWM
418
Sheets Smith Wealth Management
North Carolina
$3.22M +$423K +3,285 +15%
PCM
419
Pennsylvania Capital Management
Pennsylvania
$3.21M +$2.97M +22,751 +1,223%
DI
420
DAGCO Inc
Ohio
$3.21M +$583K +4,528 +22%
FI
421
Financial Insights
Washington
$3.18M -$8.57M -66,588 -73%
WCM
422
WealthBridge Capital Management
Ohio
$3.15M -$14K -109 -0.4%
IA
423
IFG Advisory
Georgia
$3.14M -$103K -801 -3%
CBFP
424
Cedar Brook Financial Partners
Ohio
$3.14M -$27.1K -211 -0.9%
SCI
425
S&CO Inc
Massachusetts
$3.12M – – –
15 16
17
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