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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 %
IFO
426
Independent Family Office
New York
$3.1M – – –
IP
427
Investment Partners
Ohio
$3.09M -$109K -851 -3%
22CM
428
20/20 Capital Management
California
$3.09M +$1.92M +14,897 +164%
DWM
429
Darwin Wealth Management
Florida
$3.08M -$5.89M -45,746 -66%
GI
430
Glovista Investments
New Jersey
$3.07M – – –
RCA
431
Ranch Capital Advisors
Florida
$3.07M +$49.9K +382 +2%
BIAS
432
Beacon Investment Advisory Services
New Jersey
$3.05M -$8.4M -65,258 -73%
WSFS
433
Wilmington Savings Fund Society
Delaware
$3.05M -$74.8K -581 -2%
SQA
434
Simon Quick Advisors
New Jersey
$3.03M +$147K +1,145 +5%
Cetera Investment Advisers
435
Cetera Investment Advisers
Illinois
$3.02M +$391K +3,039 +15%
SC
436
Savant Capital
Illinois
$3.02M -$114K -883 -4%
BFO
437
Boston Family Office
Massachusetts
$3M -$48.9K -380 -2%
WFA
438
Wade Financial Advisory
California
$2.99M -$6.56K -51 -0.2%
SW
439
StrongBox Wealth
Missouri
$2.98M -$186K -1,449 -6%
CIA
440
Choate Investment Advisors
Massachusetts
$2.97M +$266K +2,068 +10%
Prudential Financial
441
Prudential Financial
New Jersey
$2.97M +$986K +7,661 +50%
JPG
442
Jordan Park Group
California
$2.94M – – –
BOH
443
Bank of Hawaii
Hawaii
$2.93M – – –
TC
444
Trilogy Capital
California
$2.93M +$2.11M +16,369 +256%
PPSG
445
Princeton Portfolio Strategies Group
New Jersey
$2.92M +$134K +1,038 +5%
HL
446
HeadInvest LLC
Maine
$2.9M +$863K +6,710 +42%
RSWM
447
Robertson Stephens Wealth Management
California
$2.88M -$135K -1,046 -4%
KPW
448
Kore Private Wealth
New York
$2.87M – – –
MC
449
Moors & Cabot
Massachusetts
$2.86M +$146K +1,133 +5%
BCWM
450
Bartlett & Co Wealth Management
Ohio
$2.85M +$75.8K +587 +3%
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