VIG icon

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
1
Truist Financial
North Carolina
$389M
2
Charles Schwab
2
Charles Schwab
California
$280M
3
Citigroup
3
Citigroup
New York
$212M
4
Wells Fargo
4
Wells Fargo
California
$600M
5
Bank of America
5
Bank of America
North Carolina
$2.36B

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$7.88M
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
MB
3
Mizuho Bank
Japan
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$565M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$507M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
51
Derby & Company
Massachusetts
$40.2M +$3.5M +33,858 +10%
BWM
52
BT Wealth Management
Georgia
$36.9M +$28.7M +277,329 +350%
PA
53
Planning Alternatives
Michigan
$36.5M +$916K +8,859 +3%
SFSG
54
Stearns Financial Services Group
North Carolina
$35.2M -$7.75M -74,933 -18%
VM
55
VPR Management
Texas
$35.2M – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$34.7M +$3.49M +34,244 +11%
HSWM
57
Hubbell Strickland Wealth Management
Louisiana
$34.6M +$1.86M +18,013 +6%
PI
58
PFS Investments
Georgia
$32.7M -$8.6M -83,154 -21%
IC
59
IEQ Capital
California
$30.1M -$4.33M -41,835 -13%
B
60
Barings
North Carolina
$29.8M +$7M +67,677 +31%
CWM
61
Connecticut Wealth Management
Connecticut
$29.8M -$357K -3,454 -1%
TF
62
Trek Financial
Arizona
$29.5M -$19.7M -190,747 -40%
PMG
63
ProVise Management Group
Florida
$29M +$40.8K +395 +0.1%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$29M +$2.21M +21,392 +8%
JFA
65
JNBA Financial Advisors
Minnesota
$28.5M +$454K +4,389 +2%
BO
66
BRR OpCo
Ohio
$28M +$2.06M +19,906 +8%
Creative Planning
67
Creative Planning
Kansas
$27.8M -$389K -3,767 -1%
EGA
68
E&G Advisors
Texas
$27.3M -$512K -4,948 -2%
BMM
69
Berkshire Money Management
Massachusetts
$26.9M -$39.7M -384,157 -60%
FMT
70
First Mercantile Trust
Tennessee
$26.8M +$15.6M +151,014 +140%
RC
71
Rovin Capital
Arizona
$26.7M +$8.91M +78,128 +50%
MAM
72
Madison Asset Management
Wisconsin
$26.4M +$12.4M +120,170 +89%
PWP
73
Principle Wealth Partners
Connecticut
$25.5M +$16.4M +158,341 +179%
EH
74
Equitable Holdings
New York
$24.7M +$2.63M +25,394 +12%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$24.5M +$767K +7,421 +3%
1 2
3
4 5