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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 %
TFA
901
Teamwork Financial Advisors
Texas
$440K -$146K -1,138 -25%
TCOO
902
Trust Company of Oklahoma
Oklahoma
$437K +$437K +3,400 New
BWA
903
Beam Wealth Advisors
Louisiana
$437K -$11.5K -89 -3%
IAA
904
Independent Advisor Alliance
North Carolina
$437K -$11.2K -88 -3%
VNA
905
Valley National Advisers
Pennsylvania
$435K -$157K -1,219 -26%
BAM
906
Berkshire Asset Management
Pennsylvania
$434K -$1.5M -11,673 -78%
PGFC
907
Peapack-Gladstone Financial Corp
New Jersey
$434K – – –
HTHT
908
Hemenway Trust Hemenway Trust
New Hampshire
$431K +$25.7K +200 +6%
VC
909
Vicus Capital
Pennsylvania
$428K +$901 +7 +0.2%
BWM
910
BCS Wealth Management
Tennessee
$428K +$3.73K +29 +0.9%
MFG
911
Magnus Financial Group
New York
$427K +$2.19K +17 +0.5%
HCM
912
Hengehold Capital Management
Ohio
$425K -$37.7K -293 -8%
CT
913
Cambridge Trust
Massachusetts
$422K -$8.49K -66 -2%
MAM
914
Meeder Asset Management
Ohio
$420K +$2.06K +16 +0.5%
AAM
915
Aureus Asset Management
Massachusetts
$419K – – –
CPSAC
916
Chas P. Smith & Associates (CPS)
Florida
$418K – – –
RIA
917
Realta Investment Advisors
Delaware
$418K +$57.9K +450 +16%
SFG
918
Sowa Financial Group
Rhode Island
$417K – – –
ODIJL
919
One Day In July LLC
Vermont
$416K +$166K +1,293 +67%
DBRC
920
D.B. Root & Company
Pennsylvania
$415K +$101K +788 +32%
MPI
921
Mairs & Power Inc
Minnesota
$412K – – –
IWP
922
Icon Wealth Partners
Texas
$411K – – –
LWM
923
Laidlaw Wealth Management
New York
$411K +$31.6K +246 +8%
WF
924
Welch & Forbes
Massachusetts
$404K +$21.3K +165 +6%
CC
925
Cadinha & Co
Hawaii
$403K -$43.1K -335 -10%
35 36
37
38 39