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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 %
PCM
951
Piedmont Capital Management
Montana
$585K +$585K +4,142 New
BCM
952
Bienville Capital Management
New York
$577K +$847 +6 +0.1%
DLCIG
953
D.L. Carlson Investment Group
New Hampshire
$575K -$6.21K -44 -1%
RC
954
Rinet Company
Massachusetts
$575K +$575K +4,072 New
FFG
955
Frisch Financial Group
New York
$574K +$4.8K +34 +0.8%
GCIG
956
Grand Central Investment Group
Florida
$574K +$574K +4,065 New
HC
957
Hamilton Capital
Ohio
$570K +$4.24K +30 +0.7%
ADL
958
Asset Dedication LLC
California
$567K – – –
IAP
959
Indie Asset Partners
Indiana
$565K -$71K -503 -11%
HR
960
Howe & Rusling
New York
$565K -$9.17K -65 -2%
JIP
961
Jaffetilchin Investment Partners
Florida
$564K -$503K -3,558 -47%
WCF
962
West Coast Financial
California
$562K – – –
PP
963
PrairieView Partners
Minnesota
$555K – – –
Betterment LLC
964
Betterment LLC
New York
$549K +$13K +92 +2%
PFM
965
Parsec Financial Management
North Carolina
$548K +$17.7K +125 +3%
BCM
966
Boltwood Capital Management
California
$542K – – –
RIM
967
Rockbridge Investment Management
New York
$539K – – –
WCWM
968
Willow Creek Wealth Management
California
$537K -$1.98K -14 -0.4%
RF
969
Rollins Financial
Georgia
$534K +$534K +3,780 New
PAM
970
Palisade Asset Management
Minnesota
$533K – – –
IB
971
Intrust Bank
Kansas
$532K +$532K +3,772 New
HCM
972
Hengehold Capital Management
Ohio
$530K +$63.1K +447 +14%
DI
973
Disciplined Investments
Oklahoma
$527K -$37K -262 -7%
GCA
974
Gradient Capital Advisors
California
$527K +$21.6K +153 +4%
CAM
975
Columbia Asset Management
Michigan
$527K +$238K +1,686 +82%
37 38
39
40 41