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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 %
MWAC
251
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.06M -$253K -2,282 -8%
NL
252
NWAM LLC
Washington
$2.99M +$35K +316 +1%
BSW
253
Buckingham Strategic Wealth
Missouri
$2.99M -$41.6K -376 -1%
AP
254
Appleton Partners
Massachusetts
$2.96M -$141K -1,276 -5%
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$2.96M – – –
PP
256
PDS Planning
Ohio
$2.93M +$704K +6,361 +32%
EWM
257
Elmwood Wealth Management
California
$2.91M -$92.3K -834 -3%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$2.82M +$1.08M +9,756 +62%
TCOV
259
Trust Company of Vermont
Vermont
$2.8M -$34.3K -310 -1%
BOH
260
Bank of Hawaii
Hawaii
$2.78M – – –
SPC
261
Sigma Planning Corp
Michigan
$2.75M +$45.6K +412 +2%
RC
262
Rinet Company
Massachusetts
$2.74M -$16.6K -150 -0.6%
BWA
263
BDO Wealth Advisors
Florida
$2.73M +$481K +4,341 +21%
SCI
264
S&CO Inc
Massachusetts
$2.69M – – –
KWM
265
Kingsview Wealth Management
Oregon
$2.67M +$795K +7,183 +42%
NIM
266
Northeast Investment Management
Massachusetts
$2.66M +$226K +2,044 +9%
CIA
267
Choate Investment Advisors
Massachusetts
$2.62M -$558K -5,042 -18%
B
268
Brightworth
Georgia
$2.62M +$218K +1,971 +9%
VCM
269
Versant Capital Management
Arizona
$2.62M -$304K -2,750 -10%
LWAC
270
Laurel Wealth Advisors (California)
California
$2.59M +$241K +2,178 +10%
AFP
271
Ausdal Financial Partners
Iowa
$2.58M +$162K +1,465 +7%
TFO
272
Tarbox Family Office
California
$2.54M -$149K -1,347 -6%
GI
273
Glovista Investments
New Jersey
$2.54M +$33.2K +300 +1%
SAM
274
Smithbridge Asset Management
Pennsylvania
$2.52M -$27.6K -249 -1%
KA
275
Kovack Advisors
Florida
$2.51M +$54.6K +493 +2%
9 10
11
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