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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 %
FRA
801
Frank Rimerman Advisors
California
$1.02M +$1.02M +7,256 New
CHA
802
Cooper/Haims Advisors
New York
$1.02M -$45.2K -320 -4%
FPGK
803
Financial Partners Group (Kansas)
Kansas
$1.02M -$41.8K -295 -4%
AWM
804
Altium Wealth Management
New York
$1.02M +$505K +3,577 +99%
OWA
805
Outlook Wealth Advisors
Texas
$1.01M +$1.01M +7,178 New
EHC
806
Everett Harris & Co
California
$1.01M – – –
TC
807
Trust Company
Kansas
$1.01M – – –
FCA
808
FinTrust Capital Advisors
South Carolina
$1M +$7.76K +55 +0.8%
RW
809
RVW Wealth
California
$1M – – –
EWM
810
Empirical Wealth Management
Washington
$995K -$25.5K -181 -3%
SFSIG
811
San Francisco Sentry Investment Group
California
$990K -$31.3K -222 -3%
LFA
812
Lighthouse Financial Advisors
Maryland
$990K +$8.33K +59 +0.8%
UFA
813
US Financial Advisors
Massachusetts
$990K +$990K +7,011 New
MWP
814
MYCIO Wealth Partners
Pennsylvania
$988K +$988K +6,999 New
QWM
815
Quaker Wealth Management
New Jersey
$986K +$7.77K +55 +0.8%
EP
816
Edgestream Partners
New Jersey
$982K +$982K +6,958 New
MWM
817
Meridian Wealth Management
Kentucky
$980K -$77.6K -550 -7%
VV
818
Verity & Verity
South Carolina
$977K +$217K +1,520 +28%
LPIC
819
LeJeune Puetz Investment Counsel
Michigan
$974K – – –
NWA
820
Navis Wealth Advisors
New York
$972K +$972K +6,889 New
TW
821
Towerpoint Wealth
California
$970K +$4.1K +29 +0.4%
WS
822
Wedbush Securities
California
$965K +$60.8K +431 +7%
FFG
823
Ford Financial Group
California
$956K -$29.1K -206 -3%
PWM
824
Perigon Wealth Management
California
$947K +$224K +1,587 +31%
RI
825
Ridgewood Investments
New Jersey
$944K – – –
31 32
33
34 35