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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,023 hedge funds and large institutions have $12.7B invested in Vanguard Dividend Appreciation ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 360 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+38
Holders Change %
+3.86%
% of All Funds
22.18%
Holding in Top 10
124
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.59%
% of All Funds
2.69%
New
100
Increased
377
Reduced
360
Closed
48
Calls
$19.9M
Puts
$3.91M
Net Calls
+$16M
Net Calls Change
+$5.4M

Top Buyers

1
ZB
Zions Bancorporation
Utah
$86.3M
2
TF
Trek Financial
Arizona
$54.5M
3
PAS
Park Avenue Securities
New York
$43.9M
4
AI
Atria Investments
North Carolina
$50.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$553M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.01B
2
UBS Group
UBS Group
Switzerland
$505M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$472M
4
Goldman Sachs
Goldman Sachs
New York
$108M
5
CP
Coho Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
251
WhitTier Trust Company
Nevada
$4.09M -$269K -2,451 -6%
GVAG
252
Great Valley Advisor Group
Delaware
$4.07M +$30.4K +277 +0.8%
FMWA
253
Forvis Mazars Wealth Advisors
Missouri
$4.03M +$374K +3,413 +10%
WPSG
254
Wealth & Pension Services Group
Georgia
$4M -$1.32K -12 -0%
KA
255
Kovack Advisors
Florida
$3.99M +$153K +1,397 +4%
MG
256
MilWealth Group
Wisconsin
$3.93M -$6.03K -55 -0.2%
BPWA
257
Beacon Pointe Wealth Advisors
California
$3.92M -$49.9K -455 -1%
MPW
258
MA Private Wealth
California
$3.9M +$137K +1,245 +4%
PD
259
Planning Directions
Pennsylvania
$3.9M +$219K +1,998 +6%
WT
260
Washington Trust
Rhode Island
$3.83M +$233K +2,092 +6%
NG
261
Northstar Group
New York
$3.79M -$19.8K -181 -0.5%
TC
262
Trilogy Capital
California
$3.75M +$3.38M +30,833 +912%
BFM
263
Boston Financial Management
Massachusetts
$3.72M -$527K -4,810 -12%
B
264
Brightworth
Georgia
$3.71M +$31.2K +285 +0.8%
OIA
265
OneDigital Investment Advisors
Kansas
$3.68M +$375K +3,373 +11%
CA
266
Cambridge Advisors
Nebraska
$3.68M -$23.2K -212 -0.6%
HCM
267
Hollencrest Capital Management
California
$3.67M – – –
FFN
268
Focus Financial Network
Minnesota
$3.64M +$3.64M +33,055 New
KWM
269
Kingsview Wealth Management
Oregon
$3.61M +$301K +2,747 +9%
NIM
270
Northeast Investment Management
Massachusetts
$3.6M +$444K +4,050 +14%
CAGAS
271
Capital Advisory Group Advisory Services
Minnesota
$3.52M +$1.13M +10,289 +47%
GWAG
272
Garrett Wealth Advisory Group
Texas
$3.51M +$175K +1,597 +5%
I
273
IberiaBank
Louisiana
$3.46M -$818K -7,463 -19%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$3.44M +$419K +3,819 +14%
RCG
275
Ruggie Capital Group
Florida
$3.43M -$4.22M -38,458 -55%
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