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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,159 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 427 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.6%
Holding in Top 10
173
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.45%
% of All Funds
3.82%
New
92
Increased
473
Reduced
427
Closed
101
Calls
$26.1M
Puts
$12.5M
Net Calls
+$13.6M
Net Calls Change
+$2.37M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$291M
2
Charles Schwab
Charles Schwab
California
+$280M
3
Citigroup
Citigroup
New York
+$183M
4
Wells Fargo
Wells Fargo
California
+$171M
5
Bank of America
Bank of America
North Carolina
+$163M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$926M
2
CSIA
Charles Schwab Investment Advisory
California
-$396M
3
MB
Mizuho Bank
Japan
-$249M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$181M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1176
Orser Capital Management
Texas
– -$1.21M -9,705 Closed
WKWM
1177
Walter & Keenan Wealth Management
Indiana
– -$1.05M -8,379 Closed
SS
1178
Sunbelt Securities
Texas
– -$624K -5,005 Closed
LFS
1179
Lutz Financial Services
Nebraska
– -$574K -4,602 Closed
CMI
1180
Clare Market Investments
Texas
– -$505K -4,050 Closed
FSA
1181
Financial Sense Advisors
California
– -$498K -3,995 Closed
BAAM
1182
Baker Avenue Asset Management
California
– -$479K -3,845 Closed
IP
1183
Investment Partners
Ohio
– -$455K -3,646 Closed
NSAM
1184
North Star Asset Management
Wisconsin
– -$411K -3,300 Closed
Betterment LLC
1185
Betterment LLC
New York
– -$347K -2,787 Closed
BFA
1186
Bragg Financial Advisors
North Carolina
– -$343K -2,752 Closed
OWD
1187
Osborn Williams & Donohoe
Ohio
– -$309K -2,476 Closed
KTM
1188
Keeler Thomas Management
Utah
– -$304K -2,443 Closed
ACM
1189
AlphaStar Capital Management
North Carolina
– -$293K -2,352 Closed
DWM
1190
Dakota Wealth Management
Florida
– -$287K -2,305 Closed
NC
1191
NovaPoint Capital
Georgia
– -$286K -2,291 Closed
BSAM
1192
Blue Sky Asset Management
Colorado
– -$282K -2,264 Closed
UR
1193
USCA RIA
Texas
– -$279K -2,241 Closed
SCP
1194
Silverleafe Capital Partners
Tennessee
– -$275K -2,210 Closed
IAA
1195
Ironsides Asset Advisors
North Carolina
– -$274K -2,200 Closed
IWS
1196
Insight Wealth Strategies
California
– -$271K -2,176 Closed
BCM
1197
Brookstone Capital Management
Illinois
– -$263K -2,113 Closed
PWG
1198
Private Wealth Group
Florida
– -$262K -2,103 Closed
BHB
1199
Bank Hapoalim BM
Israel
– -$262K -2,102 Closed
OWA
1200
One Wealth Advisors
California
– -$262K -2,098 Closed
46 47
48
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