VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,244 hedge funds and large institutions have $20.2B invested in Vanguard Dividend Appreciation ETF in 2020 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 517 increasing their positions, 436 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,244
Holders Change
+48
Holders Change %
+4.01%
% of All Funds
25.17%
Holding in Top 10
180
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.86%
% of All Funds
3.64%
New
111
Increased
517
Reduced
436
Closed
50
Calls
$51.3M
Puts
$112M
Net Calls
-$61.1M
Net Calls Change
-$58.4M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$103M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$57.1M
3
Two Sigma Investments
Two Sigma Investments
New York
+$53.4M
4
CG
Colony Group
Massachusetts
+$43.3M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$33.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
2
B
Barings
North Carolina
-$30.2M
3
Charles Schwab
Charles Schwab
California
-$14.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.2M
5
TFA
Transamerica Financial Advisors
Florida
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
701
YHB Investment Advisors
Connecticut
$1.04M +$1.04M +8,113 New
ACM
702
Advisors Capital Management
New Jersey
$1.02M +$227K +1,767 +29%
CFD
703
Creative Financial Designs
Indiana
$1.02M -$277K -2,154 -21%
SHGA
704
Sand Hill Global Advisors
California
$1.02M -$22.3K -173 -2%
VF
705
Virtu Financial
New York
$1.01M +$1.01M +7,840 New
RCA
706
Rowland Carmichael Advisors
Arizona
$999K -$23K -179 -2%
MPW
707
Monterey Private Wealth
California
$991K -$901 -7 -0.1%
NAMP
708
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$991K +$39.2K +305 +4%
AF
709
Allworth Financial
California
$981K -$23.9K -186 -2%
AWM
710
Altavista Wealth Management
North Carolina
$972K -$64.2K -499 -6%
CIA
711
Compass Ion Advisors
Pennsylvania
$972K +$30.5K +237 +3%
JIP
712
Jaffetilchin Investment Partners
Florida
$972K +$45.2K +351 +5%
CHA
713
Cooper/Haims Advisors
New York
$971K -$15.6K -121 -2%
FPGK
714
Financial Partners Group (Kansas)
Kansas
$964K -$12K -93 -1%
MWM
715
Meridian Wealth Management
Kentucky
$964K +$169K +1,314 +21%
EAM
716
Evanson Asset Management
California
$963K -$33.5K -260 -3%
GAM
717
Gould Asset Management
California
$962K – – –
EA
718
Evergreen Advisors
Tennessee
$950K +$4.76K +37 +0.5%
CWM
719
Cranbrook Wealth Management
Michigan
$949K – – –
RI
720
Ridgewood Investments
New Jersey
$944K +$257 +2 +0%
WIA
721
Wealthstreet Investment Advisors
Texas
$938K – – –
NFG
722
Nadler Financial Group
Illinois
$935K – – –
SFSIG
723
San Francisco Sentry Investment Group
California
$931K -$37.3K -290 -4%
EWM
724
Empirical Wealth Management
Washington
$930K -$10.8K -84 -1%
JWCA
725
J.W. Coons Advisors
Ohio
$927K +$66.2K +515 +8%
27 28
29
30 31