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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 %
HCA
1276
Heck Capital Advisors
Wisconsin
$195K +$195K +1,380 New
WWM
1277
Wolff Wiese Magana
California
$192K +$192K +1,359 New
AIM
1278
Acropolis Investment Management
Missouri
$189K +$424 +3 +0.2%
MWP
1279
Meridian Wealth Partners
Pennsylvania
$188K – – –
PCA
1280
Peddock Capital Advisors
Massachusetts
$188K +$188K +1,334 New
FHA
1281
First Horizon Advisors
Tennessee
$183K -$6.34K -45 -3%
LWM
1282
Liberty Wealth Management
California
$179K -$36.8K -266 -17%
EDRH
1283
Edmond de Rothschild Holding
Switzerland
$177K – – –
BlackRock
1284
BlackRock
New York
$170K -$2.25K -16 -1%
BFC
1285
Bedel Financial Consulting
Indiana
$170K +$25.2K +178 +17%
PVH
1286
Psagot Value Holdings
Israel
$169K – – –
PO
1287
Private Ocean
California
$167K +$141 +1 +0.1%
MPWT
1288
MassMutual Private Wealth & Trust
Connecticut
$167K +$92.6K +654 +124%
GWS
1289
Glassman Wealth Services
Virginia
$166K – – –
HGWM
1290
Harvest Group Wealth Management
Massachusetts
$164K -$19.7K -139 -11%
PP
1291
Pacifica Partners
Canada
$163K +$1.11K +8 +0.7%
AWM
1292
AllSquare Wealth Management
New York
$159K – – –
D
1293
Diversified
Delaware
$158K +$158K +1,224 New
CL
1294
COWA LLC
Oklahoma
$156K +$156K +1,100 New
OC
1295
Oakworth Capital
Alabama
$155K – – –
HCP
1296
Hexagon Capital Partners
Arkansas
$144K – – –
CWM
1297
Consultiva Wealth Management
Puerto Rico
$144K +$144K +1,017 New
FFC
1298
First Financial Corp
Indiana
$141K – – –
PA
1299
Perennial Advisors
New York
$136K +$136K +965 New
RDFA
1300
Ritter Daniher Financial Advisory
Ohio
$134K +$134K +950 New
50 51
52
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