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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$533M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$460M
3
UBS Group
UBS Group
Switzerland
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$93.7M
5
Goldman Sachs
Goldman Sachs
New York
+$87.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$908M
2
CSIA
Charles Schwab Investment Advisory
California
-$92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$56.2M
4
MB
Mizuho Bank
Japan
-$49.8M
5
ZB
Zions Bancorporation
Utah
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
251
Bigelow Investment Advisors
Maine
$3.61M +$182K +1,853 +5%
GVAG
252
Great Valley Advisor Group
Delaware
$3.61M +$3.61M +36,809 New
PFA
253
Pettinga Financial Advisors
Indiana
$3.59M +$3.59M +36,610 New
WPSG
254
Wealth & Pension Services Group
Georgia
$3.58M -$1.26M -12,843 -26%
BPWA
255
Beacon Pointe Wealth Advisors
California
$3.55M +$3.55M +36,210 New
BCA
256
Bay Colony Advisors
Massachusetts
$3.52M +$2.26M +23,037 +178%
MG
257
MilWealth Group
Wisconsin
$3.52M +$3.52M +35,915 New
AAP
258
Arax Advisory Partners
Colorado
$3.5M -$1.34M -13,634 -28%
KA
259
Kovack Advisors
Florida
$3.43M +$1.21M +12,364 +55%
ECM
260
ETrade Capital Management
Virginia
$3.43M +$141K +1,435 +4%
BCM
261
Barometer Capital Management
Ontario, Canada
$3.43M +$3.43M +35,000 New
FAIM
262
Financial Advocates Investment Management
Washington
$3.42M -$625K -6,386 -15%
ACI
263
Alpha Cubed Investments
California
$3.4M +$78.7K +804 +2%
NG
264
Northstar Group
New York
$3.4M -$112K -1,140 -3%
NWS
265
Newport Wealth Strategies
California
$3.4M +$1.04M +10,441 +44%
CCT
266
Country Club Trust
Missouri
$3.38M -$118K -1,204 -3%
MPW
267
MA Private Wealth
California
$3.36M +$3.36M +34,343 New
FM
268
Family Management
New York
$3.34M +$3.34M +34,046 New
CA
269
Cambridge Advisors
Nebraska
$3.31M -$4.9K -50 -0.1%
B
270
Brightworth
Georgia
$3.29M +$973K +9,936 +42%
PD
271
Planning Directions
Pennsylvania
$3.28M +$131K +1,334 +4%
HCM
272
Hollencrest Capital Management
California
$3.28M – – –
FMWA
273
Forvis Mazars Wealth Advisors
Missouri
$3.27M +$2.12M +21,628 +185%
1WA
274
180 Wealth Advisors
Washington
$3.25M -$28.9K -261 -0.9%
FCA
275
FLC Capital Advisors
California
$3.21M +$3.21M +32,793 New
9 10
11
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