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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 %
SC
476
Savant Capital
Illinois
$3.41M +$94.1K +667 +3%
WB
477
Webster Bank
Connecticut
$3.4M -$1.43M -10,148 -30%
IFO
478
Independent Family Office
New York
$3.4M – – –
IP
479
Investment Partners
Ohio
$3.39M +$3.53K +25 +0.1%
CBFP
480
Cedar Brook Financial Partners
Ohio
$3.38M -$60.7K -430 -2%
Prudential Financial
481
Prudential Financial
New Jersey
$3.35M +$93K +659 +3%
HWMG
482
Hurlow Wealth Management Group
Indiana
$3.31M +$335K +2,376 +11%
Lido Advisors
483
Lido Advisors
California
$3.29M +$2.01M +14,269 +158%
PAMG
484
Patton Albertson Miller Group
Tennessee
$3.27M -$417K -2,924 -11%
PPSG
485
Princeton Portfolio Strategies Group
New Jersey
$3.26M +$55.1K +390 +2%
IAN
486
Integrated Advisors Network
Texas
$3.25M +$231K +1,637 +8%
ASN
487
Advisory Services Network
Georgia
$3.25M +$142K +1,004 +5%
LCS
488
Levin Capital Strategies
New York
$3.25M -$2.12M -15,000 -39%
TC
489
Trilogy Capital
California
$3.24M +$29.1K +206 +0.9%
DJSG
490
D.J. St. Germain
Massachusetts
$3.23M +$3.23M +22,846 New
BOH
491
Bank of Hawaii
Hawaii
$3.21M – – –
FHC
492
First Horizon Corporation
Tennessee
$3.21M +$84.1K +596 +3%
SW
493
StrongBox Wealth
Missouri
$3.19M -$78.6K -557 -2%
FMN
494
Financial Management Network
California
$3.18M +$3.18M +22,365 New
MW
495
Marcum Wealth
Ohio
$3.17M +$643K +4,555 +25%
WFA
496
Wade Financial Advisory
California
$3.16M -$117K -832 -4%
CIM
497
Corda Investment Management
Texas
$3.15M +$194K +1,373 +7%
RBFC
498
Roman Butler Fullerton & Co
Missouri
$3.14M +$120K +849 +4%
EHPM
499
Emery Howard Portfolio Management
California
$3.14M +$14.4K +102 +0.5%
FFC
500
Fure Financial Corporation
Minnesota
$3.12M -$3.13M -22,152 -50%
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