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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 %
SFG
501
SNS Financial Group
Minnesota
$854K -$5.63M -57,481 -87%
RFC
502
Regions Financial Corp
Alabama
$854K -$29.9K -305 -3%
SCA
503
STALEY CAPITAL ADVISERS
Pennsylvania
$852K -$23.8K -243 -3%
WFM
504
Wolff Financial Management
Michigan
$852K +$852K +8,695 New
IWC
505
Integrated Wealth Concepts
Massachusetts
$849K +$70.6K +721 +9%
BL
506
BFSG LLC
California
$833K -$24.2K -247 -3%
KTA
507
Keeley-Teton Advisors
Illinois
$828K +$105K +1,067 +14%
RA
508
RFG Advisory
Alabama
$825K -$34.2K -349 -4%
SCG
509
Sonata Capital Group
Washington
$815K – – –
CL
510
Choreo LLC
Illinois
$813K -$729K -7,443 -47%
ACP
511
Aviance Capital Partners
Florida
$812K -$44.9K -459 -5%
FFS
512
Founders Financial Securities
Maryland
$806K +$338K +3,452 +72%
WA
513
WealthTrust-Arizona
Arizona
$805K -$64.4K -657 -7%
AIP
514
Almanack Investment Partners
Pennsylvania
$805K +$25.3K +258 +3%
NSIM
515
North Star Investment Management
Illinois
$803K -$17.1K -175 -2%
EWM
516
Evercore Wealth Management
New York
$798K – – –
TA
517
Tiedemann Advisors
New York
$796K +$289K +2,952 +57%
FSC
518
Full Sail Capital
Oklahoma
$793K +$793K +8,092 New
NB
519
Northwest Bancshares
Pennsylvania
$790K – – –
BP
520
BBR Partners
New York
$781K -$1.01M -10,271 -56%
IIC
521
Ironwood Investment Counsel
Arizona
$781K +$39.2K +400 +5%
BFS
522
Bradley Foster & Sargent
Connecticut
$777K -$2.25M -23,008 -74%
LRPA
523
L. Roy Papp & Associates
Arizona
$777K -$260K -2,654 -25%
FIM
524
Freedom Investment Management
Connecticut
$777K +$277K +2,830 +55%
FT
525
Fiduciary Trust
Massachusetts
$762K -$143K -1,461 -16%
19 20
21
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