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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 %
RFA
1301
Reilly Financial Advisors
California
$132K +$11.7K +83 +10%
VBCG
1302
Valley Brook Capital Group
Pennsylvania
$132K +$132K +940 New
LS
1303
Leelyn Smith
Illinois
$128K +$142 +1 +0.1%
Bank Julius Baer & Co
1304
Bank Julius Baer & Co
Switzerland
$127K – – –
RBC
1305
Roble Belko & Company
Pennsylvania
$124K – – –
EWM
1306
Edge Wealth Management
New York
$113K – – –
LFG
1307
Larson Financial Group
Missouri
$110K -$2.27K -16 -2%
BBPWM
1308
Blue Bell Private Wealth Management
Pennsylvania
$110K -$1.24K -9 -1%
Schroder Investment Management Group
1309
Schroder Investment Management Group
United Kingdom
$109K – – –
PCA
1310
Providence Capital Advisors
North Carolina
$107K – – –
RPWA
1311
Regent Peak Wealth Advisors
Georgia
$106K +$106K +750 New
PCG
1312
Private Capital Group
Connecticut
$105K -$2.96K -21 -3%
IPW
1313
IronBridge Private Wealth
Texas
$104K +$104K +739 New
GC
1314
Garde Capital
Washington
$101K +$101K +721 New
BAM
1315
Bellevue Asset Management
Washington
$99K – – –
PGAM
1316
Princeton Global Asset Management
New Jersey
$98K +$72K +511 +276%
FCMT
1317
Founders Capital Management (Texas)
Texas
$97K +$97K +800 New
CCM
1318
Cribstone Capital Management
Maine
$95K – – –
SIM
1319
Sonora Investment Management
Arizona
$92K +$55.3K +392 +151%
MIM
1320
Macroview Investment Management
Maryland
$91K – – –
MWC
1321
MBM Wealth Consultants
Missouri
$88K – – –
ATC
1322
Adirondack Trust Company
New York
$86K – – –
NOI
1323
Newton One Investments
Delaware
$83K +$83K +591 New
WOC
1324
West Oak Capital
California
$81K +$52.8K +375 +188%
CAL
1325
Capital Analysts LLC
Pennsylvania
$81K +$59.2K +417 +271%
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