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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 %
CWAG
451
Compton Wealth Advisory Group
Virginia
$1.05M +$1.05M +10,671 New
HFA
452
Huber Financial Advisors
Illinois
$1.04M -$469K -4,789 -31%
JCM
453
Jag Capital Management
Missouri
$1.04M -$12.8K -131 -1%
PMFA
454
Plante Moran Financial Advisors
Michigan
$1.04M +$49K +500 +5%
SBH
455
Segall Bryant & Hamill
Illinois
$1.04M +$314K +3,202 +43%
WJA
456
Williams Jones & Associates
New York
$1.03M – – –
RIA
457
RPG Investment Advisory
California
$1.02M -$27.3K -279 -3%
FNBT
458
FineMark National Bank & Trust
Florida
$1.02M +$83.5K +852 +9%
Fiera Capital (Canada)
459
Fiera Capital (Canada)
Quebec, Canada
$1.02M -$2.36M -24,140 -70%
DDC
460
DF Dent & Co
Maryland
$1.01M +$75.9K +775 +8%
RWA
461
Ropes Wealth Advisors
Massachusetts
$1.01M -$378K -3,861 -27%
APW
462
Acima Private Wealth
Virginia
$1M +$1M +10,225 New
CWS
463
Cypress Wealth Services
California
$998K +$1.47K +15 +0.1%
GC
464
Grimes & Company
Massachusetts
$986K +$2.84K +29 +0.3%
DWT
465
Dorsey & Whitney Trust
South Dakota
$983K – – –
PB
466
Pinnacle Bancorp
Nebraska
$982K +$982K +10,028 New
LCS
467
Levin Capital Strategies
New York
$979K – – –
HFA
468
Hoover Financial Advisors
Pennsylvania
$979K +$979K +9,999 New
SCM
469
Southport Capital Management
Tennessee
$974K +$163K +1,663 +20%
RMCM
470
Reynders McVeigh Capital Management
Massachusetts
$972K +$239K +2,442 +33%
WIA
471
Wealthstreet Investment Advisors
Texas
$971K +$10.7K +105 +1%
CNB
472
Camden National Bank
Maine
$964K +$8.82K +90 +0.9%
MCM
473
Maxim Capital Management
California
$957K +$957K +9,772 New
HT
474
Heritage Trust
Oklahoma
$953K +$632K +6,455 +197%
RI
475
Ridgewood Investments
New Jersey
$949K – – –
17 18
19
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