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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,406 hedge funds and large institutions have $23.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 596 increasing their positions, 394 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,406
Holders Change
+162
Holders Change %
+13.02%
% of All Funds
24.95%
Holding in Top 10
220
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+22.22%
% of All Funds
3.9%
New
221
Increased
596
Reduced
394
Closed
39
Calls
$49M
Puts
$88.8M
Net Calls
-$39.8M
Net Calls Change
+$21.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$224M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$214M
3
KAS
Kestra Advisory Services
Texas
+$54.8M
4
LPL Financial
LPL Financial
California
+$48.2M
5
Wells Fargo
Wells Fargo
California
+$47.4M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$337M
2
HighTower Advisors
HighTower Advisors
Illinois
-$161M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$74.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$27.2M
5
TF
Trek Financial
Arizona
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMM
751
Stadion Money Management
Georgia
$1.23M – – –
BFO
752
Biltmore Family Office
North Carolina
$1.23M – – –
HFS
753
HBC Financial Services
Washington
$1.22M +$1.22M +8,582 +85,820%
MWM
754
Mission Wealth Management
California
$1.22M +$17.1K +121 +1%
IAIM
755
International Assets Investment Management
Florida
$1.21M +$1.21M +11,899 New
SWM
756
Sugarloaf Wealth Management
Georgia
$1.2M +$282 +2 +0%
NAMP
757
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.19M +$105K +745 +10%
VFIC
758
Valley Forge Investment Consultants
Pennsylvania
$1.19M +$1.19M +8,440 New
BL
759
BFSG LLC
California
$1.19M -$98.6K -698 -8%
MPW
760
Monterey Private Wealth
California
$1.18M +$97K +687 +9%
CFA
761
CWS Financial Advisors
Michigan
$1.18M +$378K +2,675 +47%
BBHC
762
Brown Brothers Harriman & Co
New York
$1.18M +$1.03M +7,280 +685%
KTA
763
Keeley-Teton Advisors
Illinois
$1.18M – – –
BOTW
764
Bank of the West
California
$1.17M – – –
SFG
765
SNS Financial Group
Minnesota
$1.17M -$20.7K -147 -2%
CFD
766
Creative Financial Designs
Indiana
$1.16M +$36.3K +257 +3%
CWS
767
Cypress Wealth Services
California
$1.15M +$1.15M +8,162 New
AIA
768
Alera Investment Advisors
Illinois
$1.14M -$59.4K -421 -5%
AFG
769
Albion Financial Group
Utah
$1.13M +$587K +4,159 +108%
LA
770
Latitude Advisors
Florida
$1.13M +$1.13M +8,014 New
MC
771
Miramar Capital
Illinois
$1.12M -$41.4K -290 -4%
ACP
772
Arcus Capital Partners
Georgia
$1.12M +$1.12M +7,911 New
BWM
773
Birchcreek Wealth Management
Ohio
$1.12M +$1.12M +7,914 New
SHGA
774
Sand Hill Global Advisors
California
$1.12M +$1.41K +10 +0.1%
ARIS
775
Advanced Research Investment Solutions
California
$1.11M +$830K +5,880 +292%
29 30
31
32 33