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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 %
SFS
151
Searcy Financial Services
Kansas
$15.6M +$204K +1,589 +1%
BFG
152
Beacon Financial Group
Texas
$15.6M -$69.9K -543 -0.4%
WP
153
WMS Partners
Maryland
$15.5M -$1.92M -14,900 -11%
KBFS
154
Kohmann Bosshard Financial Services
Ohio
$15.4M -$1.32M -10,269 -8%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$14.8M +$1.56M +12,164 +12%
IAS
156
Investment Advisory Services
Texas
$14.5M +$15.6K +121 +0.1%
GWM
157
Gray Wealth Management
Maine
$14.5M +$131K +1,021 +0.9%
CP
158
Corbenic Partners
Pennsylvania
$14.1M +$615K +4,756 +5%
CCM
159
Covington Capital Management
California
$13.8M -$21.5K -167 -0.2%
VWA
160
Visionary Wealth Advisors
Illinois
$13.8M -$841K -6,537 -6%
HCM
161
HM Capital Management
Missouri
$13.8M +$182K +1,417 +1%
MA
162
Montag & Associates
Georgia
$13.8M -$51.5K -400 -0.4%
LWA
163
LWS Wealth Advisors
New Jersey
$13.2M -$500K -3,889 -4%
NA
164
NewEdge Advisors
Louisiana
$12.8M +$613K +4,762 +5%
AC
165
Apella Capital
Connecticut
$12.7M -$88.4K -687 -0.7%
REMPR
166
Roof Eidam Maycock Peralta (REMP)
California
$12.7M +$295K +2,296 +2%
IFA
167
Interactive Financial Advisors
Illinois
$12.6M -$230K -1,791 -2%
BEC
168
Blue Edge Capital
Virginia
$12.5M +$516K +4,012 +4%
ORIO
169
Old Republic International (ORI)
Illinois
$12.4M +$12.4M +96,500 New
HWA
170
Heritage Wealth Advisors
Virginia
$12.4M -$126K -982 -1%
APA
171
American Portfolios Advisors
New York
$12.4M +$525K +4,082 +4%
VA
172
Valmark Advisers
Ohio
$12.3M +$731K +5,684 +6%
MWA
173
Martel Wealth Advisors
Washington
$12.1M +$510K +3,966 +4%
NF
174
Nikulski Financial
Iowa
$12M +$297K +2,310 +3%
CRC
175
Curi RMB Capital
Illinois
$11.9M -$247K -1,918 -2%
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