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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 %
SAM
1101
Summit Asset Management
Tennessee
$208K +$208K +1,617 New
BSB
1102
Bangor Savings Bank
Maine
$207K +$207K +1,606 New
Members Trust
1103
Members Trust
Florida
$207K +$207K +1,607 New
NPA
1104
Nichols & Pratt Advisers
Massachusetts
$206K +$206K +1,600 New
CNC
1105
Citizens & Northern Corp
Pennsylvania
$206K +$206K +1,600 New
BCM
1106
BTR Capital Management
California
$205K +$205K +1,593 New
DAC
1107
Dividend Assets Capital
South Carolina
$205K +$205K +1,595 New
VFP
1108
Verus Financial Partners
Virginia
$204K -$149K -1,162 -42%
PCFFS
1109
Pacific Center for Financial Services
California
$204K +$204K +1,584 New
APG
1110
Abacus Planning Group
South Carolina
$204K +$204K +1,588 New
GIA
1111
Granite Investment Advisors
New Hampshire
$202K +$202K +1,570 New
FHB
1112
First Hawaiian Bank
Hawaii
$202K +$202K +1,572 New
LWM
1113
Liberty Wealth Management
California
$201K +$65.3K +507 +48%
DPI
1114
Diversified Portfolios Inc
Michigan
$201K +$201K +1,561 New
AIS
1115
American Investment Services
Massachusetts
$200K +$200K +1,551 New
TIM
1116
Tortoise Investment Management
New York
$196K -$323K -2,510 -62%
ACM
1117
AUA Capital Management
Pennsylvania
$193K +$90.3K +703 +88%
IBOK
1118
Independence Bank of Kentucky
Kentucky
$187K – – –
POIA
1119
Pin Oak Investment Advisors
Texas
$186K -$103K -804 -36%
MCM
1120
MV Capital Management
Maryland
$182K – – –
AA
1121
Advisory Alpha
Michigan
$175K +$175K +1,331 New
FHA
1122
First Horizon Advisors
Tennessee
$172K -$50.4K -394 -23%
MWP
1123
Meridian Wealth Partners
Pennsylvania
$172K – – –
AIM
1124
Acropolis Investment Management
Missouri
$172K +$129 +1 +0.1%
HGWM
1125
Harvest Group Wealth Management
Massachusetts
$167K +$644 +5 +0.4%
43 44
45
46 47