VIG icon

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 %
KCM
201
Karp Capital Management
California
$10.2M +$2.66M +20,707 +35%
ACP
202
Ashfield Capital Partners
California
$10.1M -$72.3K -562 -0.7%
BWFA
203
Baltimore-Washington Financial Advisors
Maryland
$10M +$10M +77,916 New
FC
204
Fusion Capital
South Carolina
$9.99M -$208K -1,619 -2%
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$9.98M -$10.6K -82 -0.1%
ICMP
206
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.83M -$374K -2,905 -4%
JFA
207
Johanson Financial Advisors
California
$9.83M +$102K +786 +1%
PWW
208
Pettyjohn Wood & White
Virginia
$9.82M -$1.93K -15 -0%
PA
209
Paracle Advisors
Washington
$9.73M -$287K -2,230 -3%
CWAG
210
Compton Wealth Advisory Group
Virginia
$9.59M +$3.17M +24,607 +49%
HW
211
Hamilton Wealth
California
$9.59M +$777K +6,041 +9%
SCA
212
Snowden Capital Advisors
New York
$9.49M +$161K +1,248 +2%
LWP
213
Legacy Wealth Partners
California
$9.46M +$4.22M +32,823 +81%
IWP
214
IAG Wealth Partners
Wisconsin
$9.34M +$76.6K +595 +0.8%
ECM
215
ETrade Capital Management
Virginia
$9.31M -$343K -2,669 -4%
HFS
216
Horizon Financial Services
North Carolina
$9.2M +$9.2M +71,516 New
A
217
AdvicePeriod
California
$9.19M -$20.3K -158 -0.2%
SFM
218
Signet Financial Management
New Jersey
$9.14M -$291K -2,209 -3%
ECM
219
Evergreen Capital Management
Washington
$9.09M -$1.96M -15,268 -18%
AWM
220
AE Wealth Management
Kansas
$9.04M -$12.2M -94,966 -57%
CIC
221
Carnegie Investment Counsel
Ohio
$8.94M +$811K +6,300 +10%
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$8.94M +$3.27M +25,377 +58%
CCT
223
Country Club Trust
Missouri
$8.93M -$121K -941 -1%
DMC
224
Drexel Morgan & Co
Pennsylvania
$8.92M -$26.1K -203 -0.3%
FFS
225
Founders Financial Securities
Maryland
$8.87M +$3.01M +23,412 +51%
7 8
9
10 11