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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,027 hedge funds and large institutions have $13.8B invested in Vanguard Dividend Appreciation ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 448 increasing their positions, 327 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
22.34%
Holding in Top 10
137
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.48%
% of All Funds
2.98%
New
64
Increased
448
Reduced
327
Closed
44
Calls
$21.2M
Puts
$3.01M
Net Calls
+$18.2M
Net Calls Change
+$2.21M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$162M
2
Bank of America
Bank of America
North Carolina
+$63.6M
3
FIA
Foundations Investment Advisors
Arizona
+$43.5M
4
CWM
Connecticut Wealth Management
Connecticut
+$32.8M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$32.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$49M
2
PAS
Park Avenue Securities
New York
-$43.9M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$31.6M
4
JPLA
Joseph P. Lucia & Associates
New York
-$25M
5
CSIA
Charles Schwab Investment Advisory
California
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.48M – – –
ASN
427
Advisory Services Network
Georgia
$1.47M +$202K +1,754 +16%
Fiera Capital (Canada)
428
Fiera Capital (Canada)
Quebec, Canada
$1.46M +$262K +2,276 +22%
BCWM
429
Bartlett & Co Wealth Management
Ohio
$1.45M +$26.5K +230 +2%
BC
430
Bartlett & Co
Ohio
$1.45M +$26.5K +230 +2%
FNBOMD
431
First National Bank of Mount Dora
Florida
$1.43M – – –
PAS
432
Partnervest Advisory Services
California
$1.42M +$10.6K +92 +0.8%
VCM
433
Versant Capital Management
Arizona
$1.41M -$1.25M -10,823 -47%
RBFC
434
Roman Butler Fullerton & Co
Missouri
$1.41M +$254K +2,207 +22%
AIA
435
AIMZ Investment Advisors
California
$1.4M -$7.14K -62 -0.5%
JCM
436
Jag Capital Management
Missouri
$1.4M +$81.6K +709 +6%
IWC
437
Integrated Wealth Concepts
Massachusetts
$1.4M +$441K +5,039 +46%
SIC
438
Salem Investment Counselors
North Carolina
$1.39M +$1.39M +12,042 New
SS
439
Simplicity Solutions
Minnesota
$1.39M -$6.46M -56,087 -82%
WS
440
Wedbush Securities
California
$1.39M +$535K +4,647 +63%
LA
441
LexAurum Advisors
Kansas
$1.38M +$87.2K +757 +7%
NSIM
442
North Star Investment Management
Illinois
$1.38M +$138K +1,200 +11%
SA
443
SRH Advisors
Kansas
$1.37M +$115 +1 +0%
MIM
444
Miller Investment Management
Pennsylvania
$1.37M +$226K +1,965 +20%
HWMG
445
Hurlow Wealth Management Group
Indiana
$1.37M – – –
RT
446
Rockland Trust
Massachusetts
$1.36M +$1.06M +9,210 +352%
LWS
447
Lucia Wealth Services
California
$1.35M +$85.8K +745 +7%
KIA
448
KCM Investment Advisors
California
$1.35M -$10.7K -93 -0.8%
FNBT
449
FineMark National Bank & Trust
Florida
$1.35M – – –
PTC
450
Philadelphia Trust Company
Pennsylvania
$1.34M -$1.32M -11,500 -50%
16 17
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