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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 %
SHIM
976
Stone House Investment Management
Pennsylvania
$525K -$10.6K -75 -2%
ST
977
Sageworth Trust
Pennsylvania
$519K – – –
MAM
978
Meeder Asset Management
Ohio
$517K +$56.4K +400 +12%
VAS
979
Vestmark Advisory Solutions
Massachusetts
$516K -$62.9K -445 -11%
1W
980
1776 Wealth
Georgia
$514K – – –
ODIJL
981
One Day In July LLC
Vermont
$514K +$57.2K +405 +13%
PWLP
982
Prio Wealth Limited Partnership
Massachusetts
$512K +$6.91K +49 +1%
EIP
983
Ellis Investment Partners
Pennsylvania
$509K +$2.96K +21 +0.6%
CAM
984
Covenant Asset Management
New Jersey
$508K – – –
SWM
985
SVA Wealth Management
Wisconsin
$507K -$14.7K -104 -3%
TFS
986
Thoroughbred Financial Services
Tennessee
$507K – – –
RCYC
987
Richard C. Young & Co
Rhode Island
$504K +$96.4K +682 +24%
AWE
988
Avidian Wealth Enterprises
Texas
$503K -$26.8K -190 -5%
MAS
989
Madden Advisory Services
Florida
$495K -$43.7K -309 -8%
BHWA
990
Beacon Harbor Wealth Advisors
Virginia
$494K +$494K +3,500 New
VFM
991
Vivid Financial Management
California
$492K – – –
CGA
992
Crescent Grove Advisors
Illinois
$491K +$283 +2 +0.1%
TSWM
993
Triangle Securities Wealth Management
North Carolina
$490K +$141 +1 +0%
AFS
994
Access Financial Services
Minnesota
$490K +$490K +3,473 New
WF
995
Welch & Forbes
Massachusetts
$487K +$45K +319 +10%
RIA
996
Realta Investment Advisors
Delaware
$484K +$25.5K +181 +6%
IAA
997
Independent Advisor Alliance
North Carolina
$483K – – –
BWM
998
BCS Wealth Management
Tennessee
$483K +$12.7K +90 +3%
VIM
999
Vista Investment Management
Pennsylvania
$482K -$3.25K -23 -0.7%
VNA
1000
Valley National Advisers
Pennsylvania
$482K +$4.66K +33 +1%
38 39
40
41 42