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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 %
PPP
326
Private Portfolio Partners
New Jersey
$2.24M +$112K +1,022 +5%
GIM
327
Goelzer Investment Management
Indiana
$2.23M +$9.43K +86 +0.4%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$2.22M -$5.02M -32,457 -69%
SSWM
329
Sheets Smith Wealth Management
North Carolina
$2.2M – – –
SFS
330
Sowell Financial Services
Arkansas
$2.2M -$409K -3,733 -16%
MOS
331
MGO One Seven
Ohio
$2.19M +$409K +3,732 +23%
DSC
332
Duncker Streett & Co
Missouri
$2.18M +$279K +2,544 +15%
EWM
333
Elmwood Wealth Management
California
$2.16M -$822K -7,494 -28%
VHAM
334
Van Hulzen Asset Management
California
$2.16M +$309K +2,817 +17%
BCA
335
Berman Capital Advisors
Georgia
$2.15M -$32.4K -296 -1%
MIH
336
Madison Investment Holdings
Wisconsin
$2.14M +$448K +4,089 +27%
B
337
Bridgeworth
Alabama
$2.12M -$192K -1,746 -8%
EWM
338
Evercore Wealth Management
New York
$2.12M +$1.23M +11,179 +137%
ACP
339
Aviance Capital Partners
Florida
$2.11M +$1.2M +10,930 +132%
MHS
340
M Holdings Securities
Oregon
$2.1M +$4.71K +43 +0.2%
CIA
341
Choate Investment Advisors
Massachusetts
$2.09M -$360K -3,288 -15%
HIC
342
Holderness Investments Company
North Carolina
$2.09M +$19.2K +175 +0.9%
SWP
343
Strategic Wealth Partners
Ohio
$2.09M -$37.2K -337 -2%
CM
344
Cornerstone Management
Georgia
$2.09M -$100K -915 -5%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$2.06M -$148K -1,348 -7%
FAIM
346
Financial Advocates Investment Management
Washington
$2.05M -$1.78M -16,220 -46%
H
347
HoyleCohen
California
$2.05M +$177K +1,617 +9%
YWP
348
YorkBridge Wealth Partners
New York
$2.04M +$144K +1,315 +8%
RWMH
349
Riverpoint Wealth Management Holdings
Illinois
$2.04M -$135K -1,233 -6%
AF
350
Affiance Financial
Minnesota
$2.04M -$62.7K -572 -3%
12 13
14
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