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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 %
BCWM
501
Bartlett & Co Wealth Management
Ohio
$3.12M – – –
BC
502
Bartlett & Co
Ohio
$3.12M – – –
WSFS
503
Wilmington Savings Fund Society
Delaware
$3.11M -$235K -1,663 -7%
KPW
504
Kore Private Wealth
New York
$3.09M -$58.3K -413 -2%
BWA
505
BDO Wealth Advisors
Florida
$3.07M -$1.45M -10,290 -32%
FWM
506
Fairhaven Wealth Management
Illinois
$3.06M +$12.8K +91 +0.4%
BCA
507
Berman Capital Advisors
Georgia
$3.06M +$22.2K +157 +0.7%
PA
508
Pinnacle Associates
New York
$2.98M +$33.2K +235 +1%
FEG
509
Financial Enhancement Group
Indiana
$2.96M -$86.3K -611 -3%
TVWM
510
Tower View Wealth Management
Wisconsin
$2.92M -$93K -659 -3%
PGFC
511
Peapack-Gladstone Financial Corp
New Jersey
$2.92M +$2.44M +17,302 +513%
GLA
512
Good Life Advisors
Pennsylvania
$2.91M +$402K +2,847 +16%
RIG
513
Roosevelt Investment Group
New York
$2.91M +$34.6K +245 +1%
SWPG
514
Strategic Wealth Partners Group
Illinois
$2.9M +$2.12K +15 +0.1%
IWM
515
IHT Wealth Management
Illinois
$2.89M +$223K +1,581 +8%
PJB
516
Paul John Balson
California
$2.88M +$155K +1,096 +6%
GIM
517
Goelzer Investment Management
Indiana
$2.85M -$74.7K -529 -3%
CIA
518
Choate Investment Advisors
Massachusetts
$2.83M -$427K -3,022 -13%
Mackenzie Financial
519
Mackenzie Financial
Ontario, Canada
$2.82M -$246K -1,740 -8%
PPP
520
Private Portfolio Partners
New Jersey
$2.82M +$7.34K +52 +0.3%
SFG
521
Sovereign Financial Group
Connecticut
$2.82M +$2.82M +19,938 New
RWMH
522
Riverpoint Wealth Management Holdings
Illinois
$2.79M -$97.4K -690 -3%
SCM
523
Southport Capital Management
Tennessee
$2.79M -$47.6K -337 -2%
HWM
524
Hohimer Wealth Management
Washington
$2.78M +$636K +4,509 +30%
PCA
525
Personal Capital Advisors
California
$2.75M +$158K +1,120 +6%
19 20
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