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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 %
NGA
1001
Naples Global Advisors
Florida
$302K – – –
FPCP
1002
Fort Point Capital Partners
California
$302K +$37.9K +295 +14%
RCYC
1003
Richard C. Young & Co
Rhode Island
$302K +$33.9K +324 +13%
BIM
1004
Bridges Investment Management
Nebraska
$301K – – –
WIM
1005
Westside Investment Management
California
$301K -$487 -65 -0.2%
DTC
1006
Davidson Trust Company
Washington
$298K – – –
AIM
1007
Anchor Investment Management
South Carolina
$297K +$41.7K +324 +16%
BFIC
1008
Bedell Frazier Investment Counselling
California
$296K – – –
Financial Engines Advisors
1009
Financial Engines Advisors
California
$292K -$1.94K -15 -0.7%
MAA
1010
Matrix Asset Advisors
New York
$290K +$55.5K +431 +24%
AIM
1011
Aspen Investment Management
Michigan
$289K – – –
OPA
1012
Old Port Advisors
Maine
$288K -$5.01K -39 -2%
LWM
1013
Lyell Wealth Management
California
$287K -$95K -735 -25%
GCP
1014
Gill Capital Partners
Colorado
$287K +$129 +1 +0%
SBIA
1015
Sheaff Brock Investment Advisors
Indiana
$287K +$25.8K +201 +10%
HBT
1016
Hills Bank & Trust
Iowa
$283K -$1.28K -10 -0.5%
CCA
1017
Conservest Capital Advisors
Pennsylvania
$279K – – –
SDWMA
1018
Schneider Downs Wealth Management Advisors
Pennsylvania
$279K – – –
EWG
1019
Executive Wealth Group
Washington
$278K – – –
BCM
1020
Brookstone Capital Management
Illinois
$278K +$278K +2,158 New
GG
1021
Gleason Group
Kentucky
$277K +$1.41K +11 +0.5%
SWM
1022
Stockman Wealth Management
Montana
$276K -$10.9K -85 -4%
TF
1023
TimeScale Financial
Massachusetts
$276K +$15.8K +122 +6%
AF
1024
Aldebaran Financial
$274K -$514 -4 -0.2%
MWM
1025
Marietta Wealth Management
Georgia
$273K – – –
39 40
41
42 43