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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 %
JWM
326
Jackson Wealth Management
Florida
$2.1M +$2.1M +22,077 New
GRP
327
Global Retirement Partners
California
$2.08M +$157K +1,607 +8%
FWM
328
FFT Wealth Management
Pennsylvania
$2.06M -$2.67M -27,287 -57%
ABC
329
Associated Banc-Corp
Wisconsin
$2.06M +$62.9K +642 +3%
GIM
330
Goelzer Investment Management
Indiana
$1.98M +$629K +6,422 +47%
JFG
331
JMG Financial Group
Illinois
$1.97M -$8.42K -86 -0.4%
IA
332
IFG Advisory
Georgia
$1.97M +$198K +2,025 +11%
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$1.97M -$151K -1,542 -7%
SSWM
334
Sheets Smith Wealth Management
North Carolina
$1.97M +$196 +2 +0%
CM
335
Cornerstone Management
Georgia
$1.96M -$54.2K -553 -3%
BCA
336
Berman Capital Advisors
Georgia
$1.95M +$85.5K +873 +5%
Bessemer Group
337
Bessemer Group
New Jersey
$1.95M +$98K +1,000 +5%
RWMH
338
Riverpoint Wealth Management Holdings
Illinois
$1.94M -$75.2K -767 -4%
HMC
339
Harvard Management Company
Massachusetts
$1.92M -$969K -9,894 -34%
PPP
340
Private Portfolio Partners
New Jersey
$1.9M +$1.9M +19,366 New
AEPG
341
American Economic Planning Group
New Jersey
$1.89M +$31.9K +326 +2%
EWA
342
EP Wealth Advisors
California
$1.88M -$2.84K -29 -0.2%
AF
343
Affiance Financial
Minnesota
$1.88M +$1.05M +10,733 +128%
MHS
344
M Holdings Securities
Oregon
$1.87M -$2.06K -21 -0.1%
BFO
345
Boston Family Office
Massachusetts
$1.87M +$166K +1,700 +10%
NIA
346
Northstar Investment Advisors
Colorado
$1.86M -$107K -1,089 -5%
HIC
347
Holderness Investments Company
North Carolina
$1.85M +$68.1K +695 +4%
TFO
348
Tarbox Family Office
California
$1.81M -$438K -4,469 -19%
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$34.8K +355 +2%
NFG
350
Next Financial Group
Texas
$1.78M +$1.14M +11,591 +178%
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