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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 %
RFN
851
RDA Financial Network
Iowa
$526K +$7.71K +60 +1%
HR
852
Howe & Rusling
New York
$523K +$82.4K +641 +19%
VFA
853
Valeo Financial Advisors
Indiana
$520K -$8.23K -64 -2%
FFG
854
Frisch Financial Group
New York
$518K +$2.44K +19 +0.5%
ADL
855
Asset Dedication LLC
California
$517K -$16.7K -130 -3%
PWM
856
Paulson Wealth Management
Illinois
$515K -$5.79K -45 -1%
HC
857
Hamilton Capital
Ohio
$515K +$55.6K +432 +12%
DI
858
Disciplined Investments
Oklahoma
$514K -$3.6K -28 -0.7%
Chevy Chase Trust
859
Chevy Chase Trust
Maryland
$514K – – –
WCF
860
West Coast Financial
California
$512K +$261K +2,033 +104%
PP
861
PrairieView Partners
Minnesota
$506K – – –
WCFA
862
Walkner Condon Financial Advisors
Wisconsin
$505K +$74.2K +577 +17%
FFA
863
Founders Financial Alliance
North Carolina
$505K +$505K +3,918 New
AFG
864
Albion Financial Group
Utah
$497K +$49.8K +387 +11%
BCM
865
Boltwood Capital Management
California
$494K – – –
WCWM
866
Willow Creek Wealth Management
California
$491K -$2.32K -18 -0.5%
RIM
867
Rockbridge Investment Management
New York
$491K – – –
FIA
868
Foundations Investment Advisors
Arizona
$491K +$491K +3,817 New
MAS
869
Madden Advisory Services
Florida
$490K -$31.5K -245 -6%
HSBC Holdings
870
HSBC Holdings
United Kingdom
$489K -$691K -5,376 -59%
Betterment LLC
871
Betterment LLC
New York
$489K +$261K +2,029 +115%
SHIM
872
Stone House Investment Management
Pennsylvania
$488K -$6.82K -53 -1%
PAM
873
Palisade Asset Management
Minnesota
$486K – – –
PG
874
Patten Group
Tennessee
$485K +$43.1K +335 +10%
PFM
875
Parsec Financial Management
North Carolina
$483K -$3.99K -31 -0.8%
33 34
35
36 37