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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 %
ONST
826
Old North State Trust
North Carolina
$935K -$1.05M -7,467 -53%
WAM
827
WNY Asset Management
New York
$935K +$935K +6,634 New
VDI
828
Vaughan David Investments
Illinois
$934K -$51.7K -366 -5%
CPC
829
Consolidated Planning Corp
Georgia
$932K – – –
BNP Paribas Financial Markets
830
BNP Paribas Financial Markets
France
$927K +$581K +4,119 +168%
CFIA
831
Cantor Fitzgerald Investment Advisors
New York
$926K +$37.6K +266 +4%
GIA
832
Gladstone Institutional Advisory
Florida
$919K -$2.4K -17 -0.3%
HWM
833
Hemington Wealth Management
Virginia
$917K +$917K +6,493 New
VFA
834
Valeo Financial Advisors
Indiana
$909K +$338K +2,393 +59%
IFWM
835
Institute for Wealth Management
Colorado
$906K +$44.8K +317 +5%
TFA
836
Teamwork Financial Advisors
Texas
$905K +$422K +2,990 +87%
AWM
837
Accel Wealth Management
Iowa
$896K +$896K +6,345 New
SSC
838
Syverson Strege & Co
Iowa
$894K +$894K +6,336 New
FPS
839
Fieldpoint Private Securities
Connecticut
$889K +$16.8K +119 +2%
Kovitz Investment Group Partners
840
Kovitz Investment Group Partners
Illinois
$885K +$27.8K +197 +3%
RZH
841
Relyea Zuckerberg Hanson
Connecticut
$884K +$847 +6 +0.1%
WDL
842
Well Done LLC
Michigan
$883K – – –
SWP
843
Summit Wealth Partners
Florida
$883K +$1.41K +10 +0.2%
VCA
844
Verdence Capital Advisors
Maryland
$882K +$1.27K +9 +0.1%
MSFP
845
Mark Sheptoff Financial Planning
Connecticut
$880K -$49.3K -349 -5%
WCFA
846
Walkner Condon Financial Advisors
Wisconsin
$876K +$321K +2,277 +58%
EFL
847
ERn Financial LLC
Wisconsin
$875K -$41.5K -294 -5%
PFP
848
Pinnacle Financial Partners
Tennessee
$875K +$40.4K +300 +5%
MIAS
849
Mason Investment Advisory Services
Virginia
$874K -$26K -184 -3%
SSB
850
Sandy Spring Bank
Maryland
$866K -$7.9K -56 -0.9%
32 33
34
35 36