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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 %
DWA
1251
Dorsey Wright & Associates
California
– -$2.6M -22,144 Closed
VWA
1252
V Wealth Advisors
Kansas
– -$2.09M -17,872 Closed
Renaissance Technologies
1253
Renaissance Technologies
New York
– -$1.93M -16,500 Closed
GT
1254
Greenleaf Trust
Michigan
– -$1.47M -12,582 Closed
BRWM
1255
B. Riley Wealth Management
Tennessee
– -$1.44M -12,287 Closed
ACP
1256
Arcus Capital Partners
Georgia
– -$990K -8,451 Closed
CWS
1257
Cypress Wealth Services
California
– -$978K -8,349 Closed
IP
1258
Intellectus Partners
California
– -$613K -5,208 Closed
EP
1259
Edgestream Partners
New Jersey
– -$548K -4,676 Closed
GKWIM
1260
Gerber Kawasaki Wealth & Investment Management
California
– -$540K -4,609 Closed
LWMM
1261
Legacy Wealth Management (Mississippi)
Mississippi
– -$469K -4,000 Closed
LCAM
1262
London & Capital Asset Management
United Kingdom
– -$427K -3,645 Closed
OCPWS
1263
One Charles Private Wealth Services
Massachusetts
– -$419K -3,304 Closed
PCP
1264
Proficio Capital Partners
Massachusetts
– -$329K -2,810 Closed
CWM
1265
Capital Wealth Management
Rhode Island
– -$327K -2,789 Closed
CWM
1266
Confluence Wealth Management
Oregon
– -$297K -2,531 Closed
CRWM
1267
Castle Rock Wealth Management
California
– -$311K -2,484 Closed
FPCG
1268
Fort Pitt Capital Group
Pennsylvania
– -$289K -2,468 Closed
LIA
1269
LS Investment Advisors
Michigan
– -$284K -2,420 Closed
WSTAM
1270
Wilbanks Smith & Thomas Asset Management
Virginia
– -$273K -2,326 Closed
5L
1271
55I LLC
Massachusetts
– -$258K -2,206 Closed
CPSC
1272
Carl P. Sherr & Co
Massachusetts
– -$251K -2,141 Closed
VCM
1273
Violich Capital Management
California
– -$246K -2,100 Closed
ZIG
1274
Zuckerman Investment Group
Illinois
– -$227K -1,940 Closed
PP
1275
Professional Planning
California
– -$218K -1,861 Closed
48 49 50
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