VIG icon

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
$3.37B
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
3
KAS
Kestra Advisory Services
Texas
$110M
4
LPL Financial
LPL Financial
California
$528M
5
Wells Fargo
Wells Fargo
California
$951M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$239M
2
HighTower Advisors
HighTower Advisors
Illinois
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$102M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$16.7M
5
TF
Trek Financial
Arizona
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
126
Carolinas Wealth Consulting
North Carolina
$22.6M +$379K +2,682 +2%
MA
127
Mutual Advisors
Nebraska
$22.6M -$3.78M -26,793 -14%
SI
128
Stephens Inc
Arkansas
$22.5M -$43.9K -311 -0.2%
VWM
129
Venturi Wealth Management
Texas
$22.5M -$15M -106,580 -40%
NFG
130
NewFocus Financial Group
Washington
$22M -$323K -2,288 -1%
BWL
131
Bogart Wealth LLC
Virginia
$22M +$37.1K +263 +0.2%
CAL
132
Capital Advisors Ltd
Ohio
$21.9M +$162K +1,151 +0.7%
SFG
133
StrategIQ Financial Group
Indiana
$21.1M +$800K +5,664 +4%
PP
134
PDS Planning
Ohio
$21M +$1.31M +9,289 +7%
HTC
135
Haverford Trust Company
Pennsylvania
$21M +$237K +1,677 +1%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$20.9M +$4.69M +33,212 +29%
CFA
137
Capstone Financial Advisors
Illinois
$20.8M -$6M -42,478 -22%
WFWM
138
Wechter Feldman Wealth Management
New Jersey
$20.8M -$512K -3,624 -2%
CFA
139
Cahill Financial Advisors
Minnesota
$20.7M +$11.3M +170,077 +121%
MAM
140
McCarthy Asset Management
California
$20.4M +$20.4M +144,529 New
WIC
141
Whitegate Investment Counselors
New Hampshire
$20.1M +$351K +2,484 +2%
LWANC
142
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.9M +$223K +1,577 +1%
GLLW
143
Graves Light Lenhart Wealth
Virginia
$19.7M +$101K +716 +0.5%
EDRIA
144
Edmonds Duncan Registered Investment Advisors
Kansas
$19.6M +$7.66M +53,784 +64%
BFG
145
Bouchey Financial Group
New York
$19.2M +$509K +3,609 +3%
CP
146
Corbenic Partners
Pennsylvania
$19.2M +$3.76M +26,655 +24%
LWMG
147
Levy Wealth Management Group
Pennsylvania
$19.1M +$19.1M +135,224 New
SI
148
SimpliFi Inc
California
$19.1M -$598K -4,235 -3%
GC
149
Gibson Capital
Pennsylvania
$18.7M +$63.8K +452 +0.3%
QCM
150
Quest Capital Management
Texas
$18.5M -$95.6K -677 -0.5%
4 5
6
7 8