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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 %
CWM
1176
Campbell Wealth Management
Virginia
$278K +$23.3K +165 +9%
KWM
1177
Keebeck Wealth Management
Illinois
$278K +$278K +1,972 New
TI
1178
Trexquant Investment
Connecticut
$277K -$2.08M -14,739 -88%
OCM
1179
Orleans Capital Management
Louisiana
$274K – – –
JHCP
1180
Jackson Hole Capital Partners
Oklahoma
$274K – – –
LCM
1181
LVM Capital Management
Michigan
$273K +$141 +1 +0.1%
F
1182
F3Logic
Minnesota
$272K -$113K -805 -29%
TNB
1183
Thomasville National Bank
Georgia
$272K – – –
NA
1184
Navellier & Associates
Nevada
$272K +$1.98K +14 +0.7%
BDF
1185
Black Diamond Financial
Maryland
$271K +$423 +3 +0.2%
CFG
1186
Cooper Financial Group
California
$271K +$271K +1,922 New
FCIM
1187
Fairview Capital Investment Management
California
$269K +$987 +7 +0.4%
SDAM
1188
Shulman DeMeo Asset Management
New York
$269K +$7.49K +53 +3%
PWA
1189
Phoenix Wealth Advisors
North Carolina
$268K +$268K +1,897 New
SWA
1190
SFMG Wealth Advisors
Texas
$263K +$1.13K +8 +0.4%
BFG
1191
Berger Financial Group
Minnesota
$263K +$263K +1,864 New
MAM
1192
McLean Asset Management
Virginia
$261K +$261K +1,850 New
TF
1193
TimeScale Financial
Massachusetts
$260K -$41.3K -293 -14%
SWM
1194
Selective Wealth Management
Virginia
$260K +$6.65K +47 +3%
TIM
1195
Tortoise Investment Management
New York
$260K +$44.6K +316 +21%
DP
1196
Denver PWM
Colorado
$259K – – –
CCB
1197
Cutter & Co Brokerage
Missouri
$259K +$565 +4 +0.2%
CSWG
1198
Cardinal Strategic Wealth Guidance
Kentucky
$257K +$257K +1,821 New
MAG
1199
MRA Advisory Group
New Jersey
$257K +$257K +1,824 New
WCA
1200
Westover Capital Advisors
Delaware
$254K +$10.3K +73 +4%
46 47
48
49 50