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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,159 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 427 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.6%
Holding in Top 10
173
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.45%
% of All Funds
3.82%
New
92
Increased
473
Reduced
427
Closed
101
Calls
$26.1M
Puts
$12.5M
Net Calls
+$13.6M
Net Calls Change
+$2.37M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$291M
2
Charles Schwab
Charles Schwab
California
+$280M
3
Citigroup
Citigroup
New York
+$183M
4
Wells Fargo
Wells Fargo
California
+$171M
5
Bank of America
Bank of America
North Carolina
+$163M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$926M
2
CSIA
Charles Schwab Investment Advisory
California
-$396M
3
MB
Mizuho Bank
Japan
-$249M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$181M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
601
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.02M +$157K +1,360 +18%
GWCM
602
Godshalk Welsh Capital Management
Pennsylvania
$1.02M +$2.59K +25 +0.3%
NDSI
603
Newman Dignan & Sheerar Inc
Rhode Island
$1.02M +$397K +3,588 +64%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$1.02M – – –
MC
605
Miramar Capital
Illinois
$1.02M +$817K +7,905 +413%
BL
606
BFSG LLC
California
$1.01M +$12.5K +121 +1%
BWM
607
Baystate Wealth Management
Massachusetts
$1.01M +$781K +7,555 +337%
PP
608
Patten & Patten
Tennessee
$1.01M -$296K -2,860 -23%
KLI
609
Kelman-Lazarov Inc
Tennessee
$1.01M -$84.4K -817 -8%
PMFA
610
Plante Moran Financial Advisors
Michigan
$1.01M +$95.2K +921 +10%
RWA
611
Ropes Wealth Advisors
Massachusetts
$1.01M +$30.4K +294 +3%
WWM
612
Windsor Wealth Management
Indiana
$1.01M +$177K +1,712 +21%
EAM
613
Evanson Asset Management
California
$1.01M +$31.3K +303 +3%
BJL
614
Brighton Jones LLC
Washington
$1M +$70.1K +678 +8%
WS
615
Wedbush Securities
California
$1M -$650K -6,291 -39%
Simplex Trading
616
Simplex Trading
Illinois
$998K -$1.02M -9,893 -51%
JIP
617
Jaffetilchin Investment Partners
Florida
$991K -$434K -4,198 -30%
MA
618
MUFG Americas
New York
$989K +$219K +2,120 +28%
SWM
619
Sugarloaf Wealth Management
Georgia
$986K -$10.8K -104 -1%
TAM
620
Townsend Asset Management
North Carolina
$985K +$62.7K +607 +7%
TA
621
TFG Advisers
Michigan
$983K +$9.09K +88 +0.9%
Renaissance Technologies
622
Renaissance Technologies
New York
$982K +$982K +9,500 New
CIAS
623
Capital Investment Advisory Services
North Carolina
$979K +$78.6K +760 +9%
GJIC
624
Gamble Jones Investment Counsel
California
$977K +$269K +2,603 +38%
MCM
625
Maxim Capital Management
California
$974K -$36.4K -352 -4%
23 24
25
26 27