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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,159 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 427 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,159
Holders Change
-27
Holders Change %
-2.28%
% of All Funds
25.6%
Holding in Top 10
173
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.45%
% of All Funds
3.82%
New
92
Increased
473
Reduced
427
Closed
101
Calls
$26.1M
Puts
$12.5M
Net Calls
+$13.6M
Net Calls Change
+$2.37M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$389M
2
Charles Schwab
2
Charles Schwab
California
$280M
3
Citigroup
3
Citigroup
New York
$212M
4
Wells Fargo
4
Wells Fargo
California
$600M
5
Bank of America
5
Bank of America
North Carolina
$2.36B

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$7.88M
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
MB
3
Mizuho Bank
Japan
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$565M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$507M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
151
Apella Capital
Connecticut
$10.3M +$10.3M +99,647 New
CRC
152
Curi RMB Capital
Illinois
$10.3M -$872K -8,431 -8%
OPCM
153
Osborne Partners Capital Management
California
$10.2M -$590K -5,703 -5%
MA
154
Mutual Advisors
Nebraska
$9.68M +$410K +3,962 +4%
REMPR
155
Roof Eidam Maycock Peralta (REMP)
California
$9.58M +$408K +3,942 +4%
MIAN
156
Mariner Independent Advisor Network
Kansas
$9.56M -$2.63M -26,304 -22%
VA
157
Valmark Advisers
Ohio
$9.42M -$496K -4,797 -5%
HT
158
Hefren-Tillotson
Pennsylvania
$9.42M -$888K -8,428 -9%
RFM
159
Royal Fund Management
Florida
$9.4M -$759K -7,345 -7%
HSA
160
HBK Sorce Advisory
Pennsylvania
$9.37M +$1.21M +11,696 +15%
MWA
161
Martel Wealth Advisors
Washington
$9.35M -$200K -1,933 -2%
NF
162
Nikulski Financial
Iowa
$9.32M +$266K +2,571 +3%
FFWA
163
FRG Family Wealth Advisors
Washington
$9.28M +$70.8K +685 +0.8%
AMG
164
Asset Management Group
Connecticut
$9.26M +$253K +2,444 +3%
PP
165
PagnatoKarp Partners
Virginia
$9.23M -$2.6M -25,184 -22%
LNB
166
Ledyard National Bank
$9.21M +$58.7K +568 +0.6%
SC
167
Scotia Capital
Ontario, Canada
$9.2M +$609K +5,895 +7%
PA
168
Paracle Advisors
Washington
$9.12M -$332K -3,210 -4%
ECM
169
Evergreen Capital Management
Washington
$9.03M +$5.31M +51,353 +143%
PIMG
170
Patriot Investment Management Group
Tennessee
$8.93M +$238K +2,298 +3%
BIAS
171
Beacon Investment Advisory Services
New Jersey
$8.93M +$164K +1,586 +2%
NSLI
172
Nan Shan Life Insurance
Taiwan
$8.89M +$8.89M +86,000 New
BMCM
173
Bryn Mawr Capital Management
Pennsylvania
$8.86M +$22.1K +214 +0.3%
APA
174
American Portfolios Advisors
New York
$8.82M -$1.22M -11,779 -12%
JGIA
175
Jackson Grant Investment Advisers
Connecticut
$8.78M -$228K -2,204 -3%
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