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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 %
NFG
751
Nations Financial Group
Iowa
$801K +$101K +789 +15%
PFP
752
Pinnacle Financial Partners
Tennessee
$799K +$359K +2,785 +81%
SSB
753
Sandy Spring Bank
Maryland
$797K -$108K -843 -12%
FPS
754
Fieldpoint Private Securities
Connecticut
$795K -$32.2K -250 -4%
IFWM
755
Institute for Wealth Management
Colorado
$785K +$22.1K +172 +3%
NB
756
Northwest Bancshares
Pennsylvania
$781K – – –
Kovitz Investment Group Partners
757
Kovitz Investment Group Partners
Illinois
$781K – – –
MAG
758
Mayfair Advisory Group
Alabama
$779K +$8.37K +65 +1%
AW
759
ACG Wealth
Georgia
$776K -$194K -1,507 -20%
NEWAS
760
N.E.W. Advisory Services
Wisconsin
$772K -$114K -890 -13%
CL
761
Choreo LLC
Illinois
$767K -$33.3K -258 -4%
PP
762
Prudential plc
United Kingdom
$763K +$763K +5,930 New
TIA
763
Traphagen Investment Advisors
New Jersey
$760K -$19.2K -149 -2%
Neuberger Berman Group
764
Neuberger Berman Group
New York
$742K +$147K +1,146 +25%
MGIA
765
Moneta Group Investment Advisors
Missouri
$741K +$2.06K +16 +0.3%
SLA
766
Silver Lake Advisory
Utah
$739K +$45.7K +355 +7%
CFIA
767
Cantor Fitzgerald Investment Advisors
New York
$737K – – –
PJSIMP
768
P.J. Schmidt Investment Management (PJS)
Wisconsin
$737K +$272K +2,100 +59%
MLL
769
Moody Lynn & Lieberson
Massachusetts
$732K – – –
CFA
770
CWS Financial Advisors
Michigan
$730K +$92.4K +718 +14%
ESB
771
Essex Savings Bank
Connecticut
$728K – – –
BPB
772
Badgley, Phelps & Bell
Washington
$728K +$728K +5,661 New
LRIA
773
Leonard Rickey Investment Advisors
Washington
$726K -$19.8K -154 -3%
MFW
774
Mosaic Family Wealth
Missouri
$719K – – –
WB
775
WesBanco Bank
West Virginia
$718K -$77.8K -605 -10%
29 30
31
32 33