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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 %
GRP
401
Global Retirement Partners
California
$4.61M +$173K +1,225 +4%
AC
402
Alexandria Capital
Virginia
$4.6M +$28.8K +204 +0.6%
ACS
403
Archford Capital Strategies
Illinois
$4.55M +$127K +889 +3%
HWM
404
Howard Wealth Management
Connecticut
$4.54M +$5.08K +36 +0.1%
MG
405
MilWealth Group
Wisconsin
$4.53M -$179K -1,268 -4%
SCA
406
STALEY CAPITAL ADVISERS
Pennsylvania
$4.53M -$3.4M -24,115 -43%
ACA
407
Aptus Capital Advisors
Alabama
$4.47M -$34.9K -247 -0.8%
HPC
408
HM Payson & Co
Maine
$4.47M -$422K -2,990 -9%
CWG
409
Cornerstone Wealth Group
North Carolina
$4.45M -$1.05M -7,431 -19%
JWM
410
JGP Wealth Management
Oregon
$4.44M +$74.4K +527 +2%
DBRC
411
D.B. Root & Company
Pennsylvania
$4.43M +$3.98M +28,170 +873%
SS
412
Simplicity Solutions
Minnesota
$4.43M -$256K -1,815 -5%
SSWG
413
Seven Springs Wealth Group
Tennessee
$4.39M -$307K -2,176 -7%
BF
414
BOK Financial
Oklahoma
$4.35M -$581K -4,114 -12%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$4.34M +$729K +5,165 +20%
EFS
416
Essex Financial Services
Connecticut
$4.34M +$1.3M +9,190 +43%
PFA
417
Plotkin Financial Advisors
Maryland
$4.34M +$195K +1,378 +5%
MSFS
418
Main Street Financial Solutions
Pennsylvania
$4.33M +$4.33M +30,634 New
NG
419
Northstar Group
New York
$4.31M +$88.2K +625 +2%
V
420
Veritable
Delaware
$4.3M -$1.05M -7,469 -20%
LAM
421
LifePro Asset Management
California
$4.29M +$579K +4,104 +16%
MBT
422
Montecito Bank & Trust
California
$4.29M +$454K +3,214 +12%
NL
423
NWAM LLC
Washington
$4.26M +$478K +3,388 +13%
BRG
424
Bay Rivers Group
Virginia
$4.22M -$247K -1,753 -6%
TA
425
TruWealth Advisors
Louisiana
$4.21M +$4.21M +29,837 New
15 16
17
18 19