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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 %
CC
1251
Cadinha & Co
Hawaii
$217K -$226K -1,600 -51%
OCM
1252
Orser Capital Management
Texas
$217K -$10.6K -75 -5%
SFI
1253
SPC Financial Inc
Maryland
$217K +$217K +1,535 New
OPW
1254
Oxler Private Wealth
New York
$213K +$213K +1,545 New
TCM
1255
Tradewinds Capital Management
Washington
$212K -$132K -937 -38%
HA
1256
HC Advisors
Georgia
$212K +$212K +1,500 New
HPCM
1257
Hunter Perkins Capital Management
Illinois
$212K +$212K +1,500 New
AWA
1258
Arkadios Wealth Advisors
Georgia
$211K +$93.3K +663 +79%
BBNA
1259
Bremer Bank National Association
Minnesota
$211K +$211K +1,497 New
BFA
1260
Beaumont Financial Advisors
Massachusetts
$208K +$208K +1,476 New
VAM
1261
Verity Asset Management
North Carolina
$207K +$207K +1,464 New
CFS
1262
Cannon Financial Strategists
Georgia
$206K +$206K +1,458 New
CDIA
1263
Capital Directions Investment Advisors
Georgia
$205K +$59.5K +422 +41%
MCWS
1264
McKinley Carter Wealth Services
West Virginia
$205K +$205K +1,450 New
MFS
1265
Madrona Financial Services
Washington
$205K +$205K +1,452 New
FMTC
1266
Farmers & Merchants Trust Company
California
$205K +$205K +1,455 New
POIA
1267
Pin Oak Investment Advisors
Texas
$204K – – –
AIA
1268
Allied Investment Advisors
Montana
$204K +$204K +1,445 New
WCM
1269
Windsor Capital Management
Arizona
$203K +$203K +1,442 New
MIM
1270
Miller Investment Management
Pennsylvania
$202K -$57.9K -633 -22%
FPCM
1271
Financial Partners Capital Management
New York
$201K +$201K +1,425 New
AIS
1272
American Investment Services
Massachusetts
$201K -$17.8K -126 -8%
MRC
1273
Millburn Ridgefield Corp
New York
$201K +$74.4K +528 +59%
MCM
1274
MV Capital Management
Maryland
$200K – – –
SFG
1275
SageGuard Financial Group
Tennessee
$200K +$200K +1,414 New
49 50
51
52 53