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.

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
1
Bank of Montreal
Ontario, Canada
$160M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$247M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$73.6M
4
CG
4
Colony Group
Massachusetts
$131M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$40M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$322M
2
B
2
Barings
North Carolina
$6.89M
3
Charles Schwab
3
Charles Schwab
California
$306M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$54M
5
TFA
5
Transamerica Financial Advisors
Florida
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
51
RWA Wealth Partners
Massachusetts
$54M 420,063 +23,059 +6%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$54M 415,913 -109,149 -21%
PPA
53
Parametric Portfolio Associates
Washington
$53.7M 417,675 -27,577 -6%
TF
54
Trek Financial
Arizona
$53.5M 415,523 +181,349 +77%
Creative Planning
55
Creative Planning
Kansas
$52.8M 410,142 +139,872 +52%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$52.7M 409,875 +50,391 +14%
AI
57
Atria Investments
North Carolina
$51.8M 402,460 +170,850 +74%
KAS
58
Kestra Advisory Services
Texas
$50.7M 393,991 +393,991 New
DC
59
Derby & Company
Massachusetts
$49.8M 387,378 +3,286 +0.9%
PA
60
Planning Alternatives
Michigan
$49.3M 383,152 +53,261 +16%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$48.3M 375,300 +9,200 +3%
BWM
62
BT Wealth Management
Georgia
$44.5M 345,848 -673 -0.2%
HSWM
63
Hubbell Strickland Wealth Management
Louisiana
$44.4M 344,904 +3,051 +0.9%
PAS
64
Park Avenue Securities
New York
$44.2M 343,596 -6,104 -2%
Franklin Resources
65
Franklin Resources
California
$44.2M 343,179 +116,438 +51%
VM
66
VPR Management
Texas
$43.8M 340,185 – –
Jones Financial Companies
67
Jones Financial Companies
Missouri
$41.7M 328,002 +39,116 +14%
SFSG
68
Stearns Financial Services Group
North Carolina
$41.1M 319,810 -6,070 -2%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$40M 311,093 +260,348 +513%
TPCW
70
TD Private Client Wealth
New York
$39.7M 308,456 +39,568 +15%
RPGK
71
Retirement Planning Group (Kansas)
Kansas
$38.2M 296,627 -40,085 -12%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$38.1M 295,728 -3,324 -1%
AAS
73
Annex Advisory Services
Wisconsin
$38M 295,645 +12,936 +5%
PMG
74
ProVise Management Group
Florida
$38M 295,093 +9,440 +3%
3F
75
360 Financial
Minnesota
$37.9M 294,715 +91,933 +45%
1 2
3
4 5