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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 %
TVWM
401
Tower View Wealth Management
Wisconsin
$1.35M +$8.82K +90 +0.7%
LWCFA
402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M – – –
SVWA
403
Sound View Wealth Advisors
Georgia
$1.34M +$1.34M +13,671 New
BA
404
Bristlecone Advisors
Washington
$1.34M +$256K +2,615 +24%
GWM
405
Geneos Wealth Management
Colorado
$1.33M -$165K -1,705 -11%
IF
406
IRON Financial
Illinois
$1.33M -$43.3K -442 -3%
WBG
407
Wharton Business Group
Pennsylvania
$1.31M – – –
VWA
408
V Wealth Advisors
Kansas
$1.3M +$59.1K +594 +5%
MSFP
409
Mark Sheptoff Financial Planning
Connecticut
$1.3M -$57.7K -589 -4%
CCFCSB
410
Cape Cod Five Cents Savings Bank
Massachusetts
$1.29M -$135K -1,376 -9%
SG
411
StoneX Group
New York
$1.29M +$10.1K +103 +0.8%
PSUF
412
People's United Financial
Connecticut
$1.29M -$2.55K -26 -0.2%
VR
413
Viridian RIA
Washington
$1.28M – – –
FNT
414
First National Trust
Pennsylvania
$1.27M +$108K +1,102 +9%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$1.26M – – –
HWMG
416
Hurlow Wealth Management Group
Indiana
$1.26M +$1.26M +12,312 New
VC
417
Vicus Capital
Pennsylvania
$1.26M -$138K -1,412 -10%
KLI
418
Kelman-Lazarov Inc
Tennessee
$1.25M -$102K -1,037 -8%
BCP
419
Blue Chip Partners
Michigan
$1.24M +$316K +3,222 +34%
TPWA
420
TRUE Private Wealth Advisors
Oregon
$1.23M +$31.3K +320 +3%
CPIA
421
Cornell Pochily Investment Advisors
New York
$1.23M +$192K +1,958 +19%
FNBOMD
422
First National Bank of Mount Dora
Florida
$1.22M +$220K +2,250 +22%
MC
423
Moors & Cabot
Massachusetts
$1.21M -$365K -3,726 -23%
BCWM
424
Bartlett & Co Wealth Management
Ohio
$1.2M – – –
BC
425
Bartlett & Co
Ohio
$1.2M – – –
15 16
17
18 19