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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 %
SSB
676
Sandy Spring Bank
Maryland
$754K +$218K +2,105 +41%
CPA
677
Clear Perspective Advisors
Illinois
$753K -$31K -300 -4%
PCM
678
Parsons Capital Management
Rhode Island
$752K +$3.31K +32 +0.4%
NFG
679
Nadler Financial Group
Illinois
$751K – – –
MWM
680
Mission Wealth Management
California
$746K +$238K +2,300 +47%
BA
681
Bristlecone Advisors
Washington
$745K -$341K -3,298 -31%
SC
682
Stratford Consulting
Texas
$745K +$36.8K +356 +5%
SBH
683
Segall Bryant & Hamill
Illinois
$740K -$103K -1,000 -12%
AF
684
Aldebaran Financial
$738K -$8.58K -83 -1%
CHA
685
Cooper/Haims Advisors
New York
$737K -$14.6K -141 -2%
AP
686
Americana Partners
Texas
$732K +$732K +7,085 New
NAMP
687
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$731K +$129K +1,245 +21%
APW
688
Aurora Private Wealth
New Jersey
$715K +$315K +3,050 +79%
LPIC
689
LeJeune Puetz Investment Counsel
Michigan
$713K – – –
QWM
690
Quaker Wealth Management
New Jersey
$711K -$49K -474 -6%
CAAS
691
Capital Asset Advisory Services
Michigan
$707K -$52.5K -479 -7%
EFSCE
692
Enterprise Financial Services Corp (EFSC)
Missouri
$700K +$220K +2,131 +46%
SFSIG
693
San Francisco Sentry Investment Group
California
$696K -$59.8K -578 -8%
TCM
694
Tandem Capital Management
New Jersey
$696K +$185K +1,793 +36%
VAG
695
VisionPoint Advisory Group
Texas
$695K -$24.3K -235 -3%
EHC
696
Everett Harris & Co
California
$694K +$48.6K +470 +8%
FFG
697
Ford Financial Group
California
$693K -$4.44K -43 -0.6%
TW
698
Towerpoint Wealth
California
$692K +$692K +6,689 New
AT
699
Arden Trust
Delaware
$686K -$1.58M -15,254 -70%
EFL
700
ERn Financial LLC
Wisconsin
$682K – – –
26 27
28
29 30