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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 %
CB
926
Cadence Bank
Mississippi
$402K – – –
NCM
927
Noesis Capital Mangement
Florida
$401K – – –
LPT
928
Legacy Private Trust
Wisconsin
$400K – – –
GT
929
Glenview Trust
Kentucky
$396K -$5.15K -40 -1%
TWA
930
TCI Wealth Advisors
Arizona
$395K -$2.96K -23 -0.7%
MWM
931
Merriman Wealth Management
Washington
$394K -$6.3K -49 -2%
KP
932
Keel Point
Alabama
$393K +$1.8K +14 +0.5%
RTS
933
Round Table Services
New Jersey
$388K – – –
CC
934
Claybrook Capital
Massachusetts
$386K – – –
S
935
SimplyRich
California
$384K – – –
Toronto Dominion Bank
936
Toronto Dominion Bank
Ontario, Canada
$383K – – –
CAI
937
Capital Advisors Inc
Oklahoma
$381K +$381K +2,963 New
HH
938
HWG Holdings
Texas
$379K -$60.1K -467 -14%
MCM
939
Murphy Capital Management
New Jersey
$378K -$60.4K -470 -14%
FSA
940
Fort Sheridan Advisors
Illinois
$376K +$900 +7 +0.2%
MFG
941
Merit Financial Group
Georgia
$376K +$69.5K +540 +23%
NL
942
NVWM LLC
Pennsylvania
$375K -$12.9K -100 -3%
LSPW
943
Lake Street Private Wealth
Illinois
$373K -$57.9K -450 -13%
RMDI
944
R.M. Davis Inc
Maine
$372K +$34.6K +269 +10%
FDCC
945
Foster Dykema Cabot & Co
Massachusetts
$371K -$162K -1,256 -30%
PWM
946
Praetorian Wealth Management
California
$370K – – –
LA
947
LVW Advisors
New York
$367K – – –
MIM
948
Miller Investment Management
Pennsylvania
$366K -$362K -2,812 -50%
B
949
Bailard
California
$364K – – –
1832 Asset Management
950
1832 Asset Management
Ontario, Canada
$364K – – –
36 37
38
39 40