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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 %
PWM
801
Perigon Wealth Management
California
$658K -$97.5K -758 -13%
FPB
802
First PREMIER Bank
South Dakota
$652K +$237K +1,844 +57%
MCM
803
Maryland Capital Management
Maryland
$649K -$94K -731 -13%
SS
804
Sunbelt Securities
Texas
$647K -$3.37M -26,179 -84%
FAG
805
Financial Advisory Group
Texas
$643K – – –
AWCI
806
Alpine Woods Capital Investors
New York
$637K – – –
PSF
807
Pacific Sun Financial
California
$629K -$14.7K -114 -2%
TPWA
808
TRUE Private Wealth Advisors
Oregon
$628K +$44.3K +343 +8%
SPI
809
Santori & Peters Inc
Pennsylvania
$627K +$2.96K +23 +0.5%
MHIC
810
Marble Harbor Investment Counsel
Massachusetts
$625K – – –
BIM
811
Baldwin Investment Management
Pennsylvania
$624K +$1.93K +15 +0.3%
FG
812
Fiduciary Group
Georgia
$620K -$12.7K -99 -2%
CP
813
Cumberland Partners
Ontario, Canada
$618K +$618K +4,800 New
AWP
814
Ascent Wealth Partners
New York
$617K +$58.9K +458 +11%
APW
815
Aurora Private Wealth
New Jersey
$615K -$6.17K -48 -1%
PWMAG
816
Pinnacle Wealth Management Advisory Group
New Jersey
$615K +$79.1K +615 +15%
CCM
817
Coe Capital Management
Illinois
$614K +$1.29K +10 +0.2%
RWA
818
Redhawk Wealth Advisors
Minnesota
$612K – – –
CCP
819
Corient Capital Partners
California
$600K – – –
PFS
820
Prospera Financial Services
Texas
$597K -$196K -1,524 -25%
BFA
821
Benedict Financial Advisors
Georgia
$597K -$28.2K -219 -5%
FPFS
822
First Personal Financial Services
North Carolina
$596K -$64.3K -500 -10%
SAM
823
S.A. Mason
Michigan
$596K -$643 -5 -0.1%
KC
824
Kingfisher Capital
North Carolina
$594K +$3.09K +24 +0.5%
KA
825
Klingman & Associates
New York
$593K +$5.15K +40 +0.9%
31 32
33
34 35