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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 %
DAM
1201
Delta Asset Management
Tennessee
$24K – – –
IF
1202
Ironwood Financial
Arizona
$24K – – –
HS
1203
Horan Securities
United States
$24K +$7.96K +63 +50%
CWA
1204
Core Wealth Advisors
Florida
$24K +$24K +190 New
NIC
1205
Northwest Investment Counselors
Oregon
$23K +$23K +180 New
OIA
1206
Optimum Investment Advisors
Illinois
$22K -$9.45K -73 -30%
LC
1207
Lindbrook Capital
California
$22K +$22K +171 New
MFT
1208
Moisand Fitzgerald Tamayo
Florida
$21K – – –
HF
1209
Halpern Financial
Virginia
$20.8K +$20.8K +162 New
CAL
1210
Capital Analysts LLC
Pennsylvania
$20K – – –
SNT
1211
Security National Trust
West Virginia
$19K – – –
NFSG
1212
Newbridge Financial Services Group
Florida
$18K +$18K +138 New
LWA
1213
Lenox Wealth Advisors
New York
$17K +$17K +130 New
PAI
1214
Pittenger & Anderson Inc
Nebraska
$16K – – –
CIAS
1215
CBIZ Investment Advisory Services
Ohio
$16K -$15K – –
AP
1216
Atwood & Palmer
Missouri
$15K – – –
EAM
1217
Eukles Asset Management
Ohio
$15K – – –
CI
1218
CX Institutional
Indiana
$14K -$4.62K -35 -25%
ETI
1219
Enterprise Trust & Investment
California
$14K – – –
TSW
1220
Thompson Siegel & Walmsley
Virginia
$13K – – –
GFPC
1221
Global Financial Private Client
Florida
$11.2K +$2.07K +16 +23%
HI
1222
Hoey Investments
Pennsylvania
$11K – – –
CHAM
1223
Clear Harbor Asset Management
Connecticut
$10.4K +$10.4K +81 New
CAM
1224
Costello Asset Management
Pennsylvania
$10K +$10K +80 New
TFA
1225
Transamerica Financial Advisors
Florida
$8K -$12.7M -88,980 -100%
47 48
49
50 51