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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 %
BIM
1126
Bridges Investment Management
Nebraska
$324K -$5.64K -40 -2%
AIM
1127
Aspen Investment Management
Michigan
$317K – – –
MJB
1128
Mark J. Bradley
$316K +$316K +2,240 New
SBIA
1129
Sheaff Brock Investment Advisors
Indiana
$315K – – –
GCP
1130
Gill Capital Partners
Colorado
$314K -$141 -1 -0%
LWM
1131
Lyell Wealth Management
California
$313K – – –
DIA
1132
Dana Investment Advisors
Wisconsin
$313K +$31K +220 +11%
RC
1133
Roundview Capital
New Jersey
$313K +$45.1K +319 +17%
PWM
1134
Palumbo Wealth Management
New York
$313K +$313K +2,220 New
SEP
1135
Southland Equity Partners
Missouri
$312K +$312K +2,209 New
ICP
1136
Interchange Capital Partners
Pennsylvania
$311K +$311K +2,206 New
PP
1137
Professional Planning
California
$309K +$309K +2,188 New
OPA
1138
Old Port Advisors
Maine
$307K -$4.87K -35 -2%
CCA
1139
Conservest Capital Advisors
Pennsylvania
$307K +$424 +3 +0.1%
GG
1140
Gleason Group
Kentucky
$307K +$2.68K +19 +0.9%
SDWMA
1141
Schneider Downs Wealth Management Advisors
Pennsylvania
$306K – – –
BCM
1142
Bayesian Capital Management
New York
$306K +$306K +2,166 New
EWG
1143
Executive Wealth Group
Washington
$305K – – –
BOPW
1144
Brandywine Oak Private Wealth
Pennsylvania
$305K +$73K +517 +31%
CAI
1145
Capital Advisors Inc
Oklahoma
$302K -$117K -825 -28%
OWM
1146
Orgel Wealth Management
Wisconsin
$302K -$71.2K -504 -19%
TLFA
1147
True Link Financial Advisors
California
$302K +$302K +2,141 New
AF
1148
Aldebaran Financial
$301K +$141 +1 +0%
NCM
1149
Neumann Capital Management
California
$301K +$69.8K +494 +30%
CA
1150
Calton & Associates
Florida
$300K -$70.3K -498 -19%
44 45
46
47 48