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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
1
Truist Financial
North Carolina
$389M
2
Charles Schwab
2
Charles Schwab
California
$280M
3
Citigroup
3
Citigroup
New York
$212M
4
Wells Fargo
4
Wells Fargo
California
$600M
5
Bank of America
5
Bank of America
North Carolina
$2.36B

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$7.88M
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
MB
3
Mizuho Bank
Japan
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$565M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$507M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
Modera Wealth Management
New Jersey
$16.9M +$9.09M +87,884 +116%
AA
102
Ancora Advisors
Ohio
$16.9M +$1.04M +10,059 +7%
SI
103
Stephens Inc
Arkansas
$16.9M +$13.1K +127 +0.1%
FWM
104
FFT Wealth Management
Pennsylvania
$16.7M +$13.2M +127,501 +380%
NHC
105
Nicholas Hoffman & Company
Georgia
$16.6M +$1.1M +10,656 +7%
BWL
106
Bogart Wealth LLC
Virginia
$16.3M +$16.3M +157,923 +263,205%
VWM
107
Venturi Wealth Management
Texas
$16.3M -$7.54M -72,976 -32%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$16.1M -$976K -9,439 -6%
HTC
109
Haverford Trust Company
Pennsylvania
$15.9M +$5.77M +55,856 +57%
DC
110
Davenport & Co
Virginia
$15.8M +$490K +4,735 +3%
BRWA
111
B. Riley Wealth Advisors
Florida
$15.7M +$14.8M +143,118 +1,626%
NFG
112
NewFocus Financial Group
Washington
$15.6M +$2.05M +19,809 +15%
CAL
113
Capital Advisors Ltd
Ohio
$15.6M +$249K +2,404 +2%
PW
114
Price Wealth
Texas
$15.1M +$15M +145,498 +35,487%
DADC
115
D.A. Davidson & Co
Montana
$15.1M +$1.51M +14,560 +11%
BC
116
Brio Consultants
California
$14.9M +$1.5M +14,468 +11%
USAA
117
United Services Automobile Association
Texas
$14.7M – – –
QCM
118
Quest Capital Management
Texas
$14.5M -$190K -1,834 -1%
CAM
119
Cresset Asset Management
Illinois
$14.3M +$1.52M +14,676 +12%
EWMCB
120
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.2M +$14M +135,173 +5,364%
GLLW
121
Graves Light Lenhart Wealth
Virginia
$14.2M +$392K +3,791 +3%
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.1M +$370K +3,580 +3%
SFG
123
StrategIQ Financial Group
Indiana
$14.1M +$1.25M +12,096 +10%
SI
124
SimpliFi Inc
California
$14.1M -$692K -6,691 -5%
JSL
125
JT Stratford LLC
Georgia
$14M +$1.44M +13,899 +11%
3 4
5
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