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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 %
WFA
501
Wellspring Financial Advisors
Ohio
$2.24M +$2.06K +16 +0.1%
MHS
502
M Holdings Securities
Oregon
$2.24M +$535K +4,160 +31%
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$2.24M -$153K -1,187 -6%
NEGWA
504
New England Guild Wealth Advisors
Connecticut
$2.23M -$65K -505 -3%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$2.22M – – –
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.18M -$477K -3,709 -18%
AWM
507
Aevitas Wealth Management
Massachusetts
$2.18M +$3.6K +28 +0.2%
SPA
508
Sentinel Pension Advisors
Massachusetts
$2.17M +$79.8K +620 +4%
TI
509
Trexquant Investment
Connecticut
$2.15M +$2.15M +16,701 New
LW
510
Linscomb Wealth
Texas
$2.13M -$299K -2,327 -12%
PAS
511
Partnervest Advisory Services
California
$2.13M +$122K +949 +6%
DSC
512
Duncker Streett & Co
Missouri
$2.11M +$1.42K +11 +0.1%
AFM
513
Abbot Financial Management
Massachusetts
$2.11M +$27.4K +213 +1%
IWC
514
Integrated Wealth Concepts
Massachusetts
$2.11M -$268K -2,086 -11%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$2.11M -$16.9K -131 -0.8%
TFGT
516
TS Financial Group (TSFG)
Illinois
$2.11M +$1.03K +8 +0%
CIC
517
Cutler Investment Counsel
Oregon
$2.09M +$856K +6,649 +70%
EWM
518
Elmwood Wealth Management
California
$2.08M – – –
ELI
519
Empire Life Investments
Ontario, Canada
$2.08M +$2.08M +16,200 New
HCMT
520
Highland Capital Management (Tennessee)
Tennessee
$2.08M -$10K -78 -0.5%
TFA
521
Tobias Financial Advisors
Florida
$2.07M -$95.9K -745 -4%
MPW
522
MA Private Wealth
California
$2.07M -$5.66K -44 -0.3%
RGC
523
Roberts, Glore & Co
Illinois
$2.06M -$54K -420 -3%
KeyBank National Association
524
KeyBank National Association
Ohio
$2.06M -$34.7K -270 -2%
FNBOMD
525
First National Bank of Mount Dora
Florida
$2.05M – – –
19 20
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