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 %
AP
726
Americana Partners
Texas
$921K – – –
EHC
727
Everett Harris & Co
California
$921K +$45K +350 +5%
TC
728
Trust Company
Kansas
$920K – – –
ACM
729
Alpha Capital Management
Texas
$914K -$108K -837 -11%
HGWM
730
Horst & Graben Wealth Management
Oregon
$910K -$10.7K -83 -1%
FFG
731
Ford Financial Group
California
$898K +$29.1K +226 +3%
VDI
732
Vaughan David Investments
Illinois
$898K +$41.8K +325 +5%
LFA
733
Lighthouse Financial Advisors
Maryland
$894K +$4.11K +32 +0.5%
QWM
734
Quaker Wealth Management
New Jersey
$891K +$3.22K +25 +0.4%
LPIC
735
LeJeune Puetz Investment Counsel
Michigan
$888K – – –
CAAS
736
Capital Asset Advisory Services
Michigan
$885K -$43.3K -335 -5%
UR
737
USCA RIA
Texas
$885K +$489K +3,800 +123%
TW
738
Towerpoint Wealth
California
$880K – – –
CPC
739
Consolidated Planning Corp
Georgia
$849K +$386 +3 +0%
MSFP
740
Mark Sheptoff Financial Planning
Connecticut
$847K -$44.9K -349 -5%
GIA
741
Gladstone Institutional Advisory
Florida
$840K +$28.7K +223 +4%
EFL
742
ERn Financial LLC
Wisconsin
$835K – – –
RZH
743
Relyea Zuckerberg Hanson
Connecticut
$835K +$1.34K +10 +0.2%
WS
744
Wedbush Securities
California
$824K -$246K -1,913 -23%
MIAS
745
Mason Investment Advisory Services
Virginia
$820K – – –
BCI
746
Brinker Capital Investments
Pennsylvania
$817K +$479K +3,720 +142%
HCM
747
HMS Capital Management
Tennessee
$812K -$36.7K -285 -4%
WDL
748
Well Done LLC
Michigan
$805K – – –
SWP
749
Summit Wealth Partners
Florida
$803K +$2.96K +23 +0.4%
VCA
750
Verdence Capital Advisors
Maryland
$803K +$4.5K +35 +0.6%
28 29
30
31 32