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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 %
WF
1076
WoodTrust Financial
Wisconsin
$217K +$217K +1,684 New
SFC
1077
SYM Financial Corp
Indiana
$217K +$217K +1,686 New
CC
1078
Courier Capital
New York
$215K +$215K +1,605 New
EWM
1079
EPG Wealth Management
Georgia
$215K +$215K +1,668 New
GAM
1080
Gemmer Asset Management
California
$214K +$1.41K +11 +0.7%
WA
1081
WBH Advisory
Maryland
$213K +$213K +1,652 New
GWM
1082
Greenwich Wealth Management
Connecticut
$213K +$213K +1,652 New
HIM
1083
Hotaling Investment Management
Pennsylvania
$213K +$213K +1,655 New
BFG
1084
Baron Financial Group
New Jersey
$212K +$212K +1,650 New
MCP
1085
Mirador Capital Partners
California
$212K -$175K -1,359 -45%
AC
1086
Arjuna Capital
North Carolina
$212K +$212K +1,645 New
WPC
1087
White Pine Capital
Minnesota
$212K +$212K +1,645 New
NCM
1088
Neumann Capital Management
California
$211K +$211K +1,636 New
CCM
1089
Crossvault Capital Management
Texas
$211K +$211K +1,637 New
BO
1090
Bank OZK
Arkansas
$211K +$211K +1,637 New
EA
1091
Ellsworth Advisors
Ohio
$211K +$211K +1,638 New
BOPW
1092
Brandywine Oak Private Wealth
Pennsylvania
$211K +$211K +1,644 New
TAM
1093
Taurus Asset Management
New York
$210K +$210K +1,635 New
CAS
1094
Cascadia Advisory Services
Oregon
$210K +$210K +1,636 New
KF
1095
Krilogy Financial
Missouri
$209K -$142K -1,103 -40%
CHC
1096
City Holding Co
West Virginia
$209K – – –
BPM
1097
Bowling Portfolio Management
Ohio
$209K +$209K +1,623 New
HCIA
1098
Hochman Cole Investment Advisors
Illinois
$209K +$209K +1,624 New
PIA
1099
Perennial Investment Advisors
California
$209K +$209K +1,631 New
OCM
1100
Orser Capital Management
Texas
$208K +$208K +1,615 New
42 43
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