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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 %
MCM
551
Murphy Capital Management
New Jersey
$605K +$387K +3,500 +177%
BHIA
552
Birch Hill Investment Advisors
Massachusetts
$604K +$272K +2,457 +82%
SCP
553
Syntal Capital Partners
Texas
$602K – – –
Lido Advisors
554
Lido Advisors
California
$602K +$362K +3,257 +151%
VCWA
555
Vanguard Capital Wealth Advisors
Colorado
$601K -$36.9K -333 -6%
KPAG
556
KLS Professional Advisors Group
New York
$600K – – –
LW
557
Linscomb Wealth
Texas
$594K – – –
AWA
558
Acorn Wealth Advisors
Michigan
$591K -$16.1K -154 -3%
WS
559
Wedbush Securities
California
$589K +$65.1K +588 +12%
RBCM
560
Raub Brock Capital Management
California
$584K -$268K -2,425 -31%
DHFB
561
Dixon Hubard Feinour & Brown
Virginia
$583K – – –
IP
562
Intellectus Partners
California
$579K – – –
ACM
563
Alpha Capital Management
Texas
$579K +$320K +2,888 +123%
TA
564
Tiedemann Advisors
New York
$576K – – –
FA
565
FC Advisory
Pennsylvania
$573K +$5.31K +48 +0.9%
BCM
566
Brookmont Capital Management
Texas
$568K +$12.4K +112 +2%
HC
567
Hamilton Capital
Ohio
$568K +$18.3K +165 +3%
AW
568
ACG Wealth
Georgia
$562K +$78.6K +711 +16%
FIM
569
Freedom Investment Management
Connecticut
$557K +$557K +5,105 New
SWM
570
Stockman Wealth Management
Montana
$556K -$5.43K -49 -1%
CAM
571
Carret Asset Management
New York
$553K -$22.1K -200 -4%
LRIA
572
Leonard Rickey Investment Advisors
Washington
$552K -$105K -944 -16%
BW
573
Bison Wealth
Georgia
$550K +$2.55K +23 +0.5%
GEA
574
Glen Eagle Advisors
New Jersey
$549K +$23.4K +211 +4%
SHGA
575
Sand Hill Global Advisors
California
$548K – – –
21 22
23
24 25