VIG icon

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.

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
1
Bank of Montreal
Ontario, Canada
$160M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$247M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$73.6M
4
CG
4
Colony Group
Massachusetts
$131M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$40M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$322M
2
B
2
Barings
North Carolina
$6.89M
3
Charles Schwab
3
Charles Schwab
California
$306M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$54M
5
TFA
5
Transamerica Financial Advisors
Florida
$8K
Name Market Value Shares Shares
Change 		Shares
Change %
BO
76
BRR OpCo
Ohio
$37.3M 289,578 -1,107 -0.4%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.1M 288,535 +46,144 +19%
IC
78
IEQ Capital
California
$36.7M 285,287 +8,207 +3%
EH
79
Equitable Holdings
New York
$36.5M 283,729 +13,435 +5%
EGA
80
E&G Advisors
Texas
$35.4M 275,283 +10,662 +4%
CWM
81
Connecticut Wealth Management
Connecticut
$35.1M 272,558 -2,875 -1%
VWM
82
Venturi Wealth Management
Texas
$34.2M 266,004 +126,638 +91%
NFC
83
Northeast Financial Consultants
Connecticut
$34.1M 264,970 +23,054 +10%
ECG
84
Edge Capital Group
Georgia
$33.4M 259,518 +62,262 +32%
JFA
85
JNBA Financial Advisors
Minnesota
$32.4M 252,053 -679 -0.3%
BC
86
Brio Consultants
California
$32.3M 251,118 +10,369 +4%
PI
87
PFS Investments
Georgia
$30.8M 239,089 -11,964 -5%
FMT
88
First Mercantile Trust
Tennessee
$30.7M 226,354 -12,900 -5%
BP
89
Ballentine Partners
Massachusetts
$29.5M 228,912 – –
OAJ
90
Ogorek Anthony Joseph
New York
$29.4M 228,365 -1,197 -0.5%
RC
91
Rovin Capital
Arizona
$29.1M 226,185 +13,467 +6%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$28.9M 224,970 +98,025 +77%
CFA
93
Carroll Financial Associates
North Carolina
$28.8M 223,981 -4,192 -2%
DT
94
Diversified Trust
Tennessee
$28.7M 223,275 -8,890 -4%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$28.4M 220,625 -4,387 -2%
TCM
96
TD Capital Management
Tennessee
$27.9M 216,986 +1,368 +0.6%
CL
97
CPWM LLC
Washington
$27.8M 216,222 +8,072 +4%
PWP
98
Principle Wealth Partners
Connecticut
$27.7M 215,227 -29,168 -12%
BWM
99
BerganKDV Wealth Management
Minnesota
$27.1M 210,555 +53,784 +34%
EK
100
Evensky & Katz
Florida
$26.8M 208,382 +895 +0.4%
2 3
4
5 6