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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 %
SW
451
SkyOak Wealth
Michigan
$3.77M -$4.09K -29 -0.1%
SIAG
452
Safeguard Investment Advisory Group
California
$3.75M +$3.75M +26,538 New
NWS
453
Newport Wealth Strategies
California
$3.72M – – –
DI
454
DAGCO Inc
Ohio
$3.71M +$195K +1,384 +6%
BFO
455
Boston Family Office
Massachusetts
$3.69M +$401K +2,841 +12%
AIA
456
Angeles Investment Advisors
California
$3.68M – – –
CNBTD
457
Citizens National Bank Trust Department
Mississippi
$3.67M +$3.67M +26,021 New
TA
458
TrueWealth Advisors
Alabama
$3.63M +$3.63M +25,489 New
GWM
459
Geneos Wealth Management
Colorado
$3.62M +$1.81M +21,474 +100%
MC
460
Moors & Cabot
Massachusetts
$3.61M +$484K +3,428 +15%
WCM
461
WealthBridge Capital Management
Ohio
$3.58M +$125K +886 +4%
CM
462
Cornerstone Management
Georgia
$3.56M +$933K +6,606 +35%
HL
463
HeadInvest LLC
Maine
$3.56M +$379K +2,685 +12%
ELI
464
Empire Life Investments
Ontario, Canada
$3.56M +$1.27M +9,000 +56%
SSWM
465
Sheets Smith Wealth Management
North Carolina
$3.55M +$22.2K +157 +0.6%
AFA
466
Atlanta Financial Associates
Georgia
$3.53M -$451K -3,193 -11%
FI
467
Financial Insights
Washington
$3.52M +$29.5K +209 +0.8%
RCA
468
Ranch Capital Advisors
Florida
$3.52M +$202K +1,432 +6%
PTC
469
Philadelphia Trust Company
Pennsylvania
$3.52M +$765K +5,420 +28%
PCIA
470
Prime Capital Investment Advisors
Kansas
$3.47M -$727K -5,148 -17%
LWP
471
Legacy Wealth Partners
California
$3.45M -$6.94M -49,157 -67%
SFS
472
Strategic Financial Services
New York
$3.44M -$1.1M -7,794 -24%
LFAS
473
Level Four Advisory Services
Texas
$3.43M -$1.54M -10,885 -31%
SCI
474
S&CO Inc
Massachusetts
$3.43M – – –
C1AG
475
Client 1st Advisory Group
Florida
$3.42M +$83.2K +591 +2%
17 18
19
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