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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 %
MWM
1026
MBE Wealth Management
Wisconsin
$271K – – –
NWA
1027
New World Advisors
Massachusetts
$270K -$10.6K -82 -4%
TNBTD
1028
Trustmark National Bank Trust Department
Mississippi
$270K -$5.14K -40 -2%
SCM
1029
Spreng Capital Management
Ohio
$270K – – –
MYIA
1030
Mount Yale Investment Advisors
Colorado
$269K -$69.3K -539 -20%
CSIC
1031
Clifford Swan Investment Counsel
California
$269K +$269K +2,093 New
CS
1032
Cannell & Spears
New York
$266K +$2.96K +23 +1%
C
1033
Certuity
Florida
$266K +$266K +2,066 New
TW
1034
TrinityPoint Wealth
Connecticut
$264K – – –
CAM
1035
Columbia Asset Management
Michigan
$263K +$263K +2,047 New
ARIS
1036
Advanced Research Investment Solutions
California
$260K +$1.29K +10 +0.5%
GC
1037
Gratus Capital
Georgia
$259K -$5.08M -39,536 -95%
WCM
1038
Weik Capital Management
Pennsylvania
$258K -$12.9K -100 -5%
DIA
1039
Dana Investment Advisors
Wisconsin
$257K +$257K +1,999 New
NC
1040
NovaPoint Capital
Georgia
$253K +$253K +1,967 New
TPW
1041
TL Private Wealth
Texas
$251K +$1.08K +8 +0.4%
Fisher Asset Management
1042
Fisher Asset Management
Washington
$251K +$251K +1,952 New
JHCP
1043
Jackson Hole Capital Partners
Oklahoma
$250K – – –
OCM
1044
Orleans Capital Management
Louisiana
$250K +$18K +140 +8%
LCM
1045
LVM Capital Management
Michigan
$249K – – –
SCA
1046
Stonebridge Capital Advisors
Minnesota
$249K +$48.2K +375 +24%
PG
1047
Prostatis Group
Maryland
$249K +$15.8K +123 +7%
TNB
1048
Thomasville National Bank
Georgia
$248K – – –
DFG
1049
Demars Financial Group
Washington
$248K +$14.6K +113 +6%
BDF
1050
Black Diamond Financial
Maryland
$247K +$247K +1,918 New
40 41
42
43 44