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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 %
Schroder Investment Management Group
1151
Schroder Investment Management Group
United Kingdom
$100K -$10.3K -80 -9%
PCG
1152
Private Capital Group
Connecticut
$99K -$19.9K -154 -17%
PCA
1153
Providence Capital Advisors
North Carolina
$98K -$25.1K -195 -20%
WEC
1154
Winslow Evans & Crocker
Massachusetts
$96K – – –
AssetMark Inc
1155
AssetMark Inc
California
$94K +$94K +728 New
BAM
1156
Bellevue Asset Management
Washington
$90K – – –
CCM
1157
Cribstone Capital Management
Maine
$87K -$7.72K -60 -8%
RMC
1158
Resources Management Corp
Connecticut
$85K – – –
QCG
1159
Quadrant Capital Group
Ohio
$83K -$107K -830 -56%
MIM
1160
Macroview Investment Management
Maryland
$83K – – –
ATC
1161
Adirondack Trust Company
New York
$81K – – –
ME
1162
McIlrath & Eck
Washington
$81K +$56.5K +437 +230%
MWC
1163
MBM Wealth Consultants
Missouri
$80K – – –
FCH
1164
Freestone Capital Holdings
Washington
$80K +$80K +622 New
Barclays
1165
Barclays
United Kingdom
$73K -$91.4K -714 -56%
HI
1166
Hudock Inc
Pennsylvania
$69K +$383 +3 +0.6%
MPWT
1167
MassMutual Private Wealth & Trust
Connecticut
$68K – – –
1IA
1168
1834 Investment Advisors
Wisconsin
$68K – – –
AWM
1169
Avondale Wealth Management
Texas
$67K – – –
CB
1170
CNB Bank
Pennsylvania
$65K – – –
CFB
1171
Cullen/Frost Bankers
Texas
$64K +$25.6K +200 +67%
VC
1172
Vestor Capital
Illinois
$64K +$64K +500 New
TFA
1173
Toth Financial Advisory
Virginia
$63K – – –
APWA
1174
Atlas Private Wealth Advisors
New Jersey
$63K +$258 +2 +0.4%
HFRG
1175
Houlihan Financial Resource Group
Virginia
$62K +$62K +450 New
45 46
47
48 49