VIG icon

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 %
SFC
1076
SYM Financial Corp
Indiana
$382K +$144K +1,020 +60%
LCM
1077
Logan Capital Management
Pennsylvania
$381K – – –
AA
1078
Advisory Alpha
Michigan
$381K +$193K +1,367 +103%
OSNBOA
1079
Old Second National Bank of Aurora
Illinois
$378K -$113K -800 -23%
OL
1080
Optas LLC
Texas
$376K – – –
IWAG
1081
Integer Wealth Advisors Group
Georgia
$375K +$1.42K +10 +0.4%
PG
1082
Prostatis Group
Maryland
$375K +$101K +718 +37%
WCM
1083
Wealthcare Capital Management
Virginia
$373K -$10.3K -73 -3%
MF
1084
Montis Financial
Massachusetts
$371K +$371K +2,697 New
AOWM
1085
Alpha Omega Wealth Management
Virginia
$370K -$5.51K -39 -1%
MCM
1086
Mengis Capital Management
Oregon
$370K +$141 +1 +0%
MWPCG
1087
Measured Wealth Private Client Group
New Hampshire
$369K – – –
HIC
1088
Holderness Investments Company
North Carolina
$369K +$1.27K +9 +0.3%
HDIM
1089
Hanson & Doremus Investment Management
Vermont
$368K +$19.7K +140 +6%
GFS
1090
GYL Financial Synergies
Connecticut
$365K -$31.2K -221 -8%
BAM
1091
Baldrige Asset Management
Pennsylvania
$365K +$1.55K +11 +0.4%
BAAM
1092
Baker Avenue Asset Management
California
$363K – – –
PA
1093
Parkside Advisors
California
$361K – – –
WCM
1094
Weik Capital Management
Pennsylvania
$360K +$76.9K +545 +27%
LA
1095
LVW Advisors
New York
$359K -$43.9K -311 -11%
JPLA
1096
Joseph P. Lucia & Associates
New York
$356K -$13.4K -95 -4%
FDCC
1097
Foster Dykema Cabot & Co
Massachusetts
$355K -$52.1K -369 -13%
BF
1098
Blankinship & Foster
California
$355K – – –
WPA
1099
West Paces Advisors
Georgia
$354K – – –
AIM
1100
Avity Investment Management
Connecticut
$354K +$354K +2,510 New
42 43
44
45 46