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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
$160M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$247M
3
Two Sigma Investments
Two Sigma Investments
New York
$73.6M
4
CG
Colony Group
Massachusetts
$131M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$40M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$322M
2
B
Barings
North Carolina
$6.89M
3
Charles Schwab
Charles Schwab
California
$306M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$54M
5
TFA
Transamerica Financial Advisors
Florida
$8K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
NewFocus Financial Group
Washington
$20.4M +$29.7K +231 +0.1%
CWC
127
Carolinas Wealth Consulting
North Carolina
$20.4M +$864K +6,684 +4%
BWL
128
Bogart Wealth LLC
Virginia
$20M -$459K -3,565 -2%
RCA
129
Resonant Capital Advisors
Wisconsin
$19.9M +$1.33M +10,281 +7%
CAL
130
Capital Advisors Ltd
Ohio
$19.8M +$18.3K +142 +0.1%
WFWM
131
Wechter Feldman Wealth Management
New Jersey
$19.4M +$335K +2,601 +2%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$19M +$287K +2,232 +2%
HTC
133
Haverford Trust Company
Pennsylvania
$18.9M -$496K -3,852 -3%
UCFA
134
United Capital Financial Advisors
Texas
$18.9M -$2.29M -17,761 -11%
SFG
135
StrategIQ Financial Group
Indiana
$18.5M -$79K -614 -0.4%
CCFM
136
Clear Creek Financial Management
Washington
$18.2M +$15.9M +123,600 +701%
CFA
137
Cahill Financial Advisors
Minnesota
$18.1M +$186K +1,442 +1%
WIC
138
Whitegate Investment Counselors
New Hampshire
$18M +$1.03M +8,044 +6%
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$18M -$25.9K -201 -0.1%
PP
140
PDS Planning
Ohio
$17.9M +$727K +5,654 +4%
SI
141
SimpliFi Inc
California
$17.9M +$94.2K +732 +0.5%
GLLW
142
Graves Light Lenhart Wealth
Virginia
$17.8M -$7.72K -60 -0%
BFG
143
Bouchey Financial Group
New York
$17M +$456K +3,548 +3%
QCM
144
Quest Capital Management
Texas
$17M -$131K -1,015 -0.8%
GC
145
Gibson Capital
Pennsylvania
$17M +$1.67K +13 +0%
MAM
146
Madison Asset Management
Wisconsin
$16.6M -$6.86M -53,316 -29%
JSL
147
JT Stratford LLC
Georgia
$16.6M +$7.15M +55,539 +76%
USAA
148
United Services Automobile Association
Texas
$16.5M -$686K -5,331 -4%
DADC
149
D.A. Davidson & Co
Montana
$16M +$179K +1,394 +1%
HI
150
Horizon Investments
North Carolina
$15.8M +$11.2M +87,066 +241%
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