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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 %
SA
651
SRH Advisors
Kansas
$1.73M +$45.3K +321 +3%
RT
652
Rockland Trust
Massachusetts
$1.73M -$15.4K -109 -0.9%
CIA
653
Compass Ion Advisors
Pennsylvania
$1.72M +$657K +4,656 +62%
RMCM
654
Reynders McVeigh Capital Management
Massachusetts
$1.72M -$13.8K -98 -0.8%
SB
655
Strategic Blueprint
Georgia
$1.72M +$62.4K +442 +4%
LFF
656
Level Four Financial
Texas
$1.72M +$1.72M +12,159 New
JCM
657
Jag Capital Management
Missouri
$1.71M -$75.1K -532 -4%
LSAG
658
Lake Street Advisors Group
New Hampshire
$1.7M – – –
IF
659
IRON Financial
Illinois
$1.7M +$81.7K +579 +5%
NCM
660
Novare Capital Management
North Carolina
$1.7M -$17.8K -126 -1%
OAM
661
Occidental Asset Management
California
$1.69M +$935K +6,622 +124%
TYCC
662
Texas Yale Capital Corp
Florida
$1.69M +$18.2K +129 +1%
WJWM
663
Williams Jones Wealth Management
New York
$1.68M +$28.7K +203 +2%
HFA
664
Hoover Financial Advisors
Pennsylvania
$1.66M -$6.22K -44 -0.4%
MCM
665
Monument Capital Management
Virginia
$1.65M -$2.03M -14,362 -55%
BB
666
Busey Bank
Illinois
$1.65M -$104K -734 -6%
TAM
667
Tocqueville Asset Management
New York
$1.65M +$122K +867 +8%
SWA
668
Sax Wealth Advisors
New Jersey
$1.65M +$1.65M +11,651 New
PMFA
669
Plante Moran Financial Advisors
Michigan
$1.64M +$255K +1,809 +18%
AIP
670
Almanack Investment Partners
Pennsylvania
$1.63M +$367K +2,602 +29%
M
671
MOTCO
Texas
$1.63M +$40.2K +285 +3%
CA
672
CapWealth Advisors
Tennessee
$1.63M +$20.1K +142 +1%
PB
673
Pinnacle Bancorp
Nebraska
$1.62M +$81.9K +580 +5%
LWCFA
674
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.61M – – –
PP
675
Patten & Patten
Tennessee
$1.61M +$258K +1,829 +19%
25 26
27
28 29