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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 %
RCA
451
Rowland Carmichael Advisors
Arizona
$1.3M -$254K -2,208 -16%
PP
452
Patten & Patten
Tennessee
$1.3M +$57.2K +497 +5%
BA
453
Boston Advisors
Massachusetts
$1.3M +$211K +1,834 +19%
EWA
454
Exencial Wealth Advisors
Oklahoma
$1.29M – – –
RA
455
RFG Advisory
Alabama
$1.29M +$420K +3,642 +48%
CG
456
Caprock Group
Idaho
$1.29M -$3.46K -30 -0.3%
DDC
457
DF Dent & Co
Maryland
$1.29M +$17.3K +150 +1%
LRPA
458
L. Roy Papp & Associates
Arizona
$1.28M +$370K +3,211 +40%
KLI
459
Kelman-Lazarov Inc
Tennessee
$1.28M -$39.9K -346 -3%
PSP
460
Principal Street Partners
Tennessee
$1.28M +$1.28M +11,097 New
CWAG
461
Compton Wealth Advisory Group
Virginia
$1.27M +$14K +122 +1%
WCM
462
Windham Capital Management
Massachusetts
$1.27M – – –
NA
463
Nottingham Advisors
New York
$1.25M +$17.6K +153 +1%
WAG
464
Winthrop Advisory Group
Massachusetts
$1.23M – – –
CNB
465
Camden National Bank
Maine
$1.23M +$15.7K +136 +1%
FCI
466
Financial Counselors Inc
Kansas
$1.21M -$22.7K -197 -2%
WJA
467
Williams Jones & Associates
New York
$1.21M -$132K -1,145 -10%
AW
468
ACG Wealth
Georgia
$1.21M +$64K +556 +6%
CWS
469
Cypress Wealth Services
California
$1.2M +$138K +1,195 +13%
KA
470
Klingman & Associates
New York
$1.2M +$2.53K +22 +0.2%
VV
471
Verity & Verity
South Carolina
$1.2M +$314K +2,724 +35%
PMFA
472
Plante Moran Financial Advisors
Michigan
$1.2M -$24.1K -209 -2%
LP
473
LGL Partners
Pennsylvania
$1.19M +$7.14K +62 +0.6%
APW
474
Acima Private Wealth
Virginia
$1.18M – – –
JWM
475
JGP Wealth Management
Oregon
$1.17M +$61.2K +531 +6%
17 18
19
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