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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

910 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$183M
2
GT
Glenmede Trust
Pennsylvania
+$62.7M
3
MB
Mizuho Bank
Japan
+$49.8M
4
ZB
Zions Bancorporation
Utah
+$49.3M
5
Morgan Stanley
Morgan Stanley
New York
+$26.2M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$52.1M
2
JFA
JNBA Financial Advisors
Minnesota
-$36.3M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$33.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
501
Pin Oak Investment Advisors
Texas
$734K -$35.4K -320 -5%
Susquehanna International Group
502
Susquehanna International Group
Pennsylvania
$733K -$1.35M -12,213 -65%
WMG
503
WESCAP Management Group
California
$732K – – –
TL
504
TrueWealth LLC
Georgia
$730K – – –
BA
505
BKS Advisors
Michigan
$725K +$22.1K +200 +3%
FFG
506
Ford Financial Group
California
$724K +$42.6K +384 +6%
NFG
507
Next Financial Group
Texas
$723K -$1.26M -11,412 -64%
NWM
508
Northwest Wealth Management
Iowa
$713K +$997 +9 +0.1%
Millennium Management
509
Millennium Management
New York
$713K +$713K +6,444 New
CCM
510
Coe Capital Management
Illinois
$711K +$273K +2,465 +62%
LBC
511
Lowe Brockenbrough & Co
Virginia
$703K -$13.1K -118 -2%
OIWM
512
OptiFour Integrated Wealth Management
Virginia
$703K -$3.32K -30 -0.5%
FPFS
513
First Personal Financial Services
North Carolina
$701K -$164K -1,481 -19%
AWM
514
Altium Wealth Management
New York
$701K -$118K -1,069 -14%
MSAM
515
Moloney Securities Asset Management
Missouri
$698K +$63.9K +577 +10%
KTM
516
Keeler Thomas Management
Utah
$697K -$18K -163 -3%
BIM
517
Baldwin Investment Management
Pennsylvania
$696K – – –
CFIA
518
Cantor Fitzgerald Investment Advisors
New York
$696K – – –
MWM
519
Meridian Wealth Management
Kentucky
$687K -$77.5K -700 -10%
BFA
520
Benedict Financial Advisors
Georgia
$675K -$3.43K -31 -0.5%
AF
521
Advisornet Financial
Minnesota
$674K +$63.2K +571 +10%
JWM
522
JGP Wealth Management
Oregon
$674K +$224K +2,012 +50%
HL
523
HeadInvest LLC
Maine
$670K -$144K -1,300 -18%
MFW
524
Mosaic Family Wealth
Missouri
$668K +$2.76K +26 +0.4%
SFSIG
525
San Francisco Sentry Investment Group
California
$666K +$127K +1,145 +24%
19 20
21
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