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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 %
ATC
951
Argent Trust Co
Tennessee
$364K – – –
RF
952
RHS Financial
California
$364K – – –
CST
953
Charles Schwab Trust
Nevada
$363K +$21.1K +164 +6%
MG
954
Mather Group
Illinois
$362K +$362K +2,814 New
GFS
955
GYL Financial Synergies
Connecticut
$361K +$5.27K +41 +1%
RCM
956
Radnor Capital Management
Pennsylvania
$360K +$64.3K +500 +22%
FWM
957
Focused Wealth Management
New York
$358K +$129 +1 +0%
FWM
958
Frontier Wealth Management
Missouri
$352K -$34.2K -266 -9%
DW
959
Domani Wealth
Pennsylvania
$349K +$643 +5 +0.2%
WCM
960
Wealthcare Capital Management
Virginia
$349K +$112K +868 +47%
LCM
961
Logan Capital Management
Pennsylvania
$347K +$347K +2,700 New
CDH
962
Charles D. Hyman
$346K +$1.16K +9 +0.3%
AOWM
963
Alpha Omega Wealth Management
Virginia
$342K +$257 +2 +0.1%
OL
964
Optas LLC
Texas
$342K +$32.1K +250 +10%
OWM
965
Orgel Wealth Management
Wisconsin
$340K -$43.8K -340 -11%
IWAG
966
Integer Wealth Advisors Group
Georgia
$340K – – –
CA
967
Calton & Associates
Florida
$338K -$7.6K -59 -2%
MWPCG
968
Measured Wealth Private Client Group
New Hampshire
$337K +$8.76K +68 +3%
MCM
969
Mengis Capital Management
Oregon
$337K +$34.7K +270 +11%
JPLA
970
Joseph P. Lucia & Associates
New York
$336K +$10.9K +85 +3%
HIC
971
Holderness Investments Company
North Carolina
$335K +$31.2K +243 +10%
CIC
972
Cornercap Investment Counsel
Georgia
$335K +$335K +2,607 New
TW
973
Transform Wealth
Colorado
$333K +$1.93K +15 +0.6%
BAAM
974
Baker Avenue Asset Management
California
$331K – – –
BAM
975
Baldrige Asset Management
Pennsylvania
$331K +$128 +1 +0%
37 38
39
40 41