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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
1
Bank of America
North Carolina
$2.08B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$531M
3
UBS Group
3
UBS Group
Switzerland
$592M
4
Morgan Stanley
4
Morgan Stanley
New York
$744M
5
Goldman Sachs
5
Goldman Sachs
New York
$139M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$8.53M
2
CSIA
2
Charles Schwab Investment Advisory
California
$359M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
MB
4
Mizuho Bank
Japan
$0
5
ZB
5
Zions Bancorporation
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$73.1M +$5.34M +54,539 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$71.9M +$12.3M +125,801 +21%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$70.9M +$5.17M +52,745 +8%
Brown Advisory
29
Brown Advisory
Maryland
$63.2M -$1.14M -11,606 -2%
MML Investors Services
30
MML Investors Services
Massachusetts
$60.1M +$4.61M +47,084 +8%
JIC
31
Joel Isaacson & Co
New York
$54.3M +$5.89M +58,777 +12%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$51.7M +$7.79M +79,523 +18%
LNC
33
Lincoln National Corp
Pennsylvania
$50.2M +$707K +7,218 +1%
BMM
34
Berkshire Money Management
Massachusetts
$45.5M +$13M +132,497 +40%
CFA
35
Capstone Financial Advisors
Illinois
$43.5M -$6.09M -62,193 -12%
AG
36
Advisor Group
Arizona
$43.3M +$5.8M +59,247 +15%
PCMC
37
Paragon Capital Management (Colorado)
Colorado
$43.2M +$43.2M +440,840 New
PA
38
Planning Alternatives
Michigan
$42M -$3.36M -34,354 -7%
AL
39
Aspiriant LLC
California
$41.6M +$1.72M +17,612 +4%
SFSG
40
Stearns Financial Services Group
North Carolina
$38.8M +$1.48M +15,124 +4%
SF
41
Synovus Financial
Georgia
$38.5M +$5.86M +59,824 +18%
BTS
42
BB&T Securities
Virginia
$38.5M +$6.73M +68,676 +21%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$37.3M +$780K +7,966 +2%
PI
44
PFS Investments
Georgia
$37.2M -$14.8M -149,268 -29%
Mariner
45
Mariner
Kansas
$35.3M +$2.39M +24,389 +7%
VM
46
VPR Management
Texas
$33.3M -$1.99M -20,300 -6%
SFS
47
Strategic Financial Services
New York
$33.2M +$2.31M +23,603 +7%
DC
48
Derby & Company
Massachusetts
$32.6M +$2M +20,430 +7%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$32.1M -$5.62M -57,397 -15%
CMO
50
Covenant Multifamily Offices
Texas
$29.7M +$29.7M +303,200 New
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