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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 %
PPW
901
Pasadena Private Wealth
California
$703K -$20.2K -143 -3%
GKWIM
902
Gerber Kawasaki Wealth & Investment Management
California
$696K +$696K +4,930 New
PG
903
Patten Group
Tennessee
$695K +$162K +1,150 +31%
BIM
904
Baldwin Investment Management
Pennsylvania
$692K +$7.06K +50 +1%
AHC
905
Anderson Hoagland & Co
Missouri
$689K +$689K +4,879 New
MWM
906
MBE Wealth Management
Wisconsin
$684K +$356K +2,525 +109%
PWMAG
907
Pinnacle Wealth Management Advisory Group
New Jersey
$682K +$7.06K +50 +1%
AAM
908
Aureus Asset Management
Massachusetts
$679K +$219K +1,549 +48%
KFS
909
Kaizen Financial Strategies
California
$674K +$674K +4,776 New
CCM
910
Coe Capital Management
Illinois
$664K -$9.89K -70 -1%
HAIM
911
Hunter Associates Investment Management
Pennsylvania
$662K +$14.1K +100 +2%
FG
912
Fiduciary Group
Georgia
$661K -$28.6K -200 -4%
BWA
913
Beam Wealth Advisors
Louisiana
$658K +$179K +1,265 +37%
SAM
914
S.A. Mason
Michigan
$655K +$424 +3 +0.1%
APW
915
Aurora Private Wealth
New Jersey
$654K -$21.3K -151 -3%
SRC
916
Sage Rhino Capital
California
$651K +$14.1K +100 +2%
BCM
917
Brookmont Capital Management
Texas
$650K +$989 +7 +0.2%
NWM
918
Northwest Wealth Management
Iowa
$647K +$32.2K +228 +5%
APA
919
Allegiant Private Advisors
Florida
$644K +$644K +4,559 New
KC
920
Kingfisher Capital
North Carolina
$633K -$18.9K -134 -3%
SFWA
921
Summit Financial Wealth Advisors
Louisiana
$631K +$63.3K +492 +11%
SCM
922
SOL Capital Management
Maryland
$629K +$14.1K +100 +2%
SCA
923
Sage Capital Advisors
South Dakota
$626K – – –
SEIA
924
Signature Estate & Investment Advisors
California
$625K +$625K +4,427 New
BFA
925
Benedict Financial Advisors
Georgia
$621K -$33.9K -240 -5%
35 36
37
38 39