VIG icon

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 %
WFA
551
Wellspring Financial Advisors
Ohio
$2.4M -$57.2K -405 -2%
MFA
552
Mayflower Financial Advisors
Massachusetts
$2.38M +$2.38M +16,858 New
IWC
553
Integrated Wealth Concepts
Massachusetts
$2.36M +$38.1K +270 +2%
CI
554
Cavalier Investments
Georgia
$2.36M +$2.36M +16,690 New
TFGT
555
TS Financial Group (TSFG)
Illinois
$2.34M +$26.3K +186 +1%
FNBOMD
556
First National Bank of Mount Dora
Florida
$2.34M +$87.8K +622 +4%
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.34M -$57.3K -406 -2%
MCC
558
Money Concepts Capital
Florida
$2.33M +$2.33M +16,531 New
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.33M -$524K -3,714 -18%
DWM
560
Darwin Wealth Management
Florida
$2.32M -$1.05M -7,451 -31%
COCM
561
Charter Oak Capital Management
New Hampshire
$2.32M +$2.32M +16,445 New
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$2.32M – – –
AFP
563
Ausdal Financial Partners
Iowa
$2.31M +$219K +1,549 +10%
LW
564
Linscomb Wealth
Texas
$2.3M -$39.8K -282 -2%
BW
565
Bison Wealth
Georgia
$2.29M +$491K +3,475 +27%
TFO
566
Tarbox Family Office
California
$2.29M -$418K -2,957 -15%
SPA
567
Sentinel Pension Advisors
Massachusetts
$2.28M -$96.5K -684 -4%
AWM
568
Avior Wealth Management
Nebraska
$2.28M +$214K +1,519 +10%
RAM
569
Riggs Asset Management
Pennsylvania
$2.25M +$2.25M +15,968 New
TFA
570
Tobias Financial Advisors
Florida
$2.25M -$15.2K -108 -0.7%
MPW
571
MA Private Wealth
California
$2.24M -$30.8K -218 -1%
CIC
572
Cutler Investment Counsel
Oregon
$2.23M -$55.9K -396 -2%
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$2.22M – – –
BIAS
574
Beacon Investment Advisory Services
New Jersey
$2.21M -$1.14M -8,083 -34%
AWM
575
Aevitas Wealth Management
Massachusetts
$2.21M -$184K -1,300 -8%
21 22
23
24 25