VIG icon

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 %
EHPM
451
Emery Howard Portfolio Management
California
$2.85M +$7.33K +57 +0.3%
FHC
452
First Horizon Corporation
Tennessee
$2.85M +$2.85M +22,113 New
BC
453
Bartlett & Co
Ohio
$2.84M +$75.5K +587 +3%
ASN
454
Advisory Services Network
Georgia
$2.84M +$233K +1,813 +9%
Mackenzie Financial
455
Mackenzie Financial
Ontario, Canada
$2.79M +$489K +3,800 +21%
FWM
456
Fairhaven Wealth Management
Illinois
$2.78M -$78.7K -612 -3%
EFS
457
Essex Financial Services
Connecticut
$2.77M +$269K +2,089 +11%
FEG
458
Financial Enhancement Group
Indiana
$2.77M -$58K -451 -2%
BCA
459
Berman Capital Advisors
Georgia
$2.77M -$120K -936 -4%
IAN
460
Integrated Advisors Network
Texas
$2.76M +$127K +986 +5%
RBFC
461
Roman Butler Fullerton & Co
Missouri
$2.75M +$144K +1,117 +6%
TVWM
462
Tower View Wealth Management
Wisconsin
$2.75M +$123K +953 +5%
GWM
463
Geneos Wealth Management
Colorado
$2.72M -$197K -1,553 -7%
HWMG
464
Hurlow Wealth Management Group
Indiana
$2.71M +$82.4K +640 +3%
CIM
465
Corda Investment Management
Texas
$2.7M +$257K +1,998 +11%
PA
466
Pinnacle Associates
New York
$2.69M +$88.1K +685 +3%
GIM
467
Goelzer Investment Management
Indiana
$2.66M -$45K -350 -2%
AAP
468
Arax Advisory Partners
Colorado
$2.65M -$109K -845 -4%
SWPG
469
Strategic Wealth Partners Group
Illinois
$2.64M +$651K +5,057 +33%
RWMH
470
Riverpoint Wealth Management Holdings
Illinois
$2.63M +$10.8K +84 +0.4%
RIG
471
Roosevelt Investment Group
New York
$2.62M -$8.36K -65 -0.3%
FDCDDQ
472
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.6M +$35.4K +275 +1%
SCM
473
Southport Capital Management
Tennessee
$2.58M +$11.1K +86 +0.4%
PPP
474
Private Portfolio Partners
New Jersey
$2.56M -$57K -443 -2%
LWS
475
Lucia Wealth Services
California
$2.55M -$58.5K -455 -2%
17 18
19
20 21