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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 %
KTA
526
Keeley-Teton Advisors
Illinois
$973K +$115 +1 +0%
RWA
527
Ropes Wealth Advisors
Massachusetts
$972K -$52K -452 -5%
FPGK
528
Financial Partners Group (Kansas)
Kansas
$969K -$114K -989 -11%
KP
529
Keel Point
Alabama
$963K -$43.1K -374 -4%
SCG
530
Sonata Capital Group
Washington
$958K – – –
BRWA
531
B. Riley Wealth Advisors
Florida
$956K -$13.2K -115 -1%
AWM
532
Alterna Wealth Management
Texas
$953K -$346K -3,006 -27%
TAM
533
Tocqueville Asset Management
New York
$947K +$46.1K +400 +5%
HCM
534
HMS Capital Management
Tennessee
$946K -$113K -979 -11%
WWM
535
Windsor Wealth Management
Indiana
$946K +$151K +1,299 +19%
SFG
536
SNS Financial Group
Minnesota
$942K -$12.8K -111 -1%
AWM
537
Altium Wealth Management
New York
$938K -$56.4K -490 -6%
EA
538
Evergreen Advisors
Tennessee
$938K -$41K -356 -4%
CWM
539
Cranbrook Wealth Management
Michigan
$930K +$6.45K +56 +0.7%
BL
540
BFSG LLC
California
$921K +$230 +2 +0%
VDI
541
Vaughan David Investments
Illinois
$920K -$111K -960 -11%
COI
542
Capital One Investing
Virginia
$911K +$37.6K +327 +4%
Truist Financial
543
Truist Financial
North Carolina
$909K -$199K -1,730 -18%
RFC
544
Regions Financial Corp
Alabama
$909K -$118K -1,023 -11%
ACA
545
Atlas Capital Advisors
Wyoming
$908K +$908K +7,887 New
CCM
546
Coe Capital Management
Illinois
$904K +$33.4K +290 +4%
LCAM
547
London & Capital Asset Management
United Kingdom
$899K +$39.1K +340 +5%
FT
548
Fiduciary Trust
Massachusetts
$897K +$3.8K +33 +0.4%
AFM
549
Abbot Financial Management
Massachusetts
$892K +$63.3K +550 +8%
WC
550
Whitnell & Co
Illinois
$889K +$575 +5 +0.1%
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