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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 %
JIC
376
Johnson Investment Counsel
Ohio
$1.55M +$16.1K +164 +1%
HNB
377
Huntington National Bank
Ohio
$1.53M -$1.83M – –
BAM
378
Berkshire Asset Management
Pennsylvania
$1.52M +$49.1K +501 +3%
CHA
379
Carmichael Hill & Associates
Maryland
$1.52M -$6.37K -65 -0.4%
GLA
380
Good Life Advisors
Pennsylvania
$1.52M -$57K -582 -4%
VIM
381
Vista Investment Management
Pennsylvania
$1.51M +$9.8K +100 +0.7%
MIH
382
Madison Investment Holdings
Wisconsin
$1.51M +$226K +2,309 +18%
GFPC
383
Global Financial Private Capital
Florida
$1.51M -$467K -4,766 -24%
BAC
384
Boys Arnold & Co
North Carolina
$1.5M +$77.6K +801 +5%
PCM
385
Penserra Capital Management
California
$1.5M +$1.5M +15,306 New
MLFP
386
MPS Loria Financial Planners
Illinois
$1.48M -$18.7K -191 -1%
PFP
387
Pinnacle Financial Partners
Tennessee
$1.47M -$49.8K -508 -3%
PPSG
388
Princeton Portfolio Strategies Group
New Jersey
$1.47M +$419K +4,281 +40%
MAS
389
Madden Advisory Services
Florida
$1.47M -$81.8K -835 -5%
ONST
390
Old North State Trust
North Carolina
$1.47M +$215K +2,196 +17%
CB
391
Community Bank
New York
$1.45M – – –
BRWM
392
B. Riley Wealth Management
Tennessee
$1.44M +$1.44M +14,733 New
IWA
393
IBEX Wealth Advisors
New Jersey
$1.44M +$53.8K +549 +4%
JIC
394
JRM Investment Counsel
Nebraska
$1.42M +$13.8K +141 +1%
RRAM
395
River Road Asset Management
Kentucky
$1.42M +$1.42M +14,450 New
PFC
396
Personal Financial Consultants
California
$1.38M +$7.64K +78 +0.6%
LSAG
397
Lake Street Advisors Group
New Hampshire
$1.36M – – –
NEGWA
398
New England Guild Wealth Advisors
Connecticut
$1.36M -$2.74K -28 -0.2%
B
399
Bridgeworth
Alabama
$1.35M -$114K -1,769 -8%
RCA
400
Rowland Carmichael Advisors
Arizona
$1.35M -$53.8K -549 -4%
14 15
16
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