VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

910 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$509M
2
GT
2
Glenmede Trust
Pennsylvania
$62.7M
3
MB
3
Mizuho Bank
Japan
$49.8M
4
ZB
4
Zions Bancorporation
Utah
$49.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$734M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$197M
2
JFA
2
JNBA Financial Advisors
Minnesota
$321K
3
FTIOP
3
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.7M -$2.05M -18,554 -36%
HCM
227
Hollencrest Capital Management
California
$3.67M +$120K +1,095 +3%
AT
228
Arden Trust
Delaware
$3.65M -$114K -1,033 -3%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$3.59M +$2.53M +22,833 +238%
JSL
230
JT Stratford LLC
Georgia
$3.57M -$873K -7,885 -20%
PD
231
Planning Directions
Pennsylvania
$3.56M +$94.4K +853 +3%
ACI
232
Alpha Cubed Investments
California
$3.56M +$179K +1,710 +5%
CCG
233
Chatham Capital Group
Georgia
$3.54M – – –
SSI
234
Scott & Selber Inc
Texas
$3.52M +$156K +1,412 +5%
ECM
235
Evergreen Capital Management
Washington
$3.45M +$1.33K +12 +0%
BFS
236
Bradley Foster & Sargent
Connecticut
$3.43M -$1.17M -10,585 -25%
MCTIC
237
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.38M -$3.24M – –
HCM
238
HMS Capital Management
Tennessee
$3.36M +$652K +5,890 +24%
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.34M -$19.1K -173 -0.6%
1WA
240
180 Wealth Advisors
Washington
$3.28M +$221K +1,996 +7%
TFCP
241
Twin Focus Capital Partners
Massachusetts
$3.27M -$30.1K -272 -0.9%
HMC
242
Harvard Management Company
Massachusetts
$3.26M -$47.1K -425 -1%
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$3.26M -$189K -1,711 -5%
WA1
244
Wimmer Associates 1
California
$3.26M -$67.5K -610 -2%
JWBC
245
J.W. Burns & Co
New York
$3.24M +$134K +1,214 +4%
RJT
246
Raymond James Trust
Florida
$3.24M +$356K +3,213 +12%
AWM
247
AE Wealth Management
Kansas
$3.23M +$438K +3,955 +16%
NSLI
248
Nan Shan Life Insurance
Taiwan
$3.21M +$3.21M +29,000 New
TFS
249
TrustCore Financial Services
Tennessee
$3.18M +$316K +2,851 +11%
AWA
250
Arete Wealth Advisors
Illinois
$3.09M -$1.62M -14,629 -34%
8 9
10
11 12