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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 %
EDRH
1126
Edmond de Rothschild Holding
Switzerland
$161K – – –
BlackRock
1127
BlackRock
New York
$157K -$1.67K -13 -1%
PVH
1128
Psagot Value Holdings
Israel
$154K – – –
PO
1129
Private Ocean
California
$152K – – –
GWS
1130
Glassman Wealth Services
Virginia
$151K – – –
GM
1131
GeoWealth Management
Illinois
$151K +$151K +1,183 New
PP
1132
Pacifica Partners
Canada
$150K +$64.5K +502 +75%
AWM
1133
AllSquare Wealth Management
New York
$145K – – –
RP
1134
Rowlandmiller & Partners
Georgia
$145K – – –
OC
1135
Oakworth Capital
Alabama
$141K – – –
BBHC
1136
Brown Brothers Harriman & Co
New York
$137K +$59.6K +462 +77%
CDIA
1137
Capital Directions Investment Advisors
Georgia
$133K – – –
BFC
1138
Bedel Financial Consulting
Indiana
$132K – – –
HCP
1139
Hexagon Capital Partners
Arkansas
$130K +$130K +1,022 New
FFC
1140
First Financial Corp
Indiana
$129K – – –
MRC
1141
Millburn Ridgefield Corp
New York
$116K +$14.6K +113 +14%
LS
1142
Leelyn Smith
Illinois
$116K +$25.3K +197 +28%
Bank Julius Baer & Co
1143
Bank Julius Baer & Co
Switzerland
$116K +$116K +900 New
RBC
1144
Roble Belko & Company
Pennsylvania
$113K – – –
AWA
1145
Arkadios Wealth Advisors
Georgia
$112K +$134 +1 +0.1%
RFA
1146
Reilly Financial Advisors
California
$110K – – –
BBPWM
1147
Blue Bell Private Wealth Management
Pennsylvania
$104K – – –
EWM
1148
Edge Wealth Management
New York
$103K -$37.4K -291 -27%
SIS
1149
Sound Income Strategies
Florida
$103K +$90.1K +700 +700%
LFG
1150
Larson Financial Group
Missouri
$102K +$17.9K +139 +21%
44 45
46
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