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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 %
CGL
551
Clarius Group LLC
Washington
$704K – – –
LP
552
LGL Partners
Pennsylvania
$700K -$41.8K -427 -6%
EFS
553
Essex Financial Services
Connecticut
$697K +$315K +3,219 +83%
GAM
554
Gould Asset Management
California
$694K +$158K +1,615 +29%
RSWM
555
Robertson Stephens Wealth Management
California
$691K +$691K +7,052 New
JIP
556
Jaffetilchin Investment Partners
Florida
$688K +$462K +4,717 +204%
LPIC
557
LeJeune Puetz Investment Counsel
Michigan
$676K – – –
SFSIG
558
San Francisco Sentry Investment Group
California
$675K +$85.8K +875 +15%
MLL
559
Moody Lynn & Lieberson
Massachusetts
$670K -$29.4K -300 -4%
WS
560
Wedbush Securities
California
$668K +$147K +1,498 +28%
GHA
561
GW Henssler & Associates
Georgia
$667K -$144K -1,471 -18%
MWM
562
Meridian Wealth Management
Kentucky
$667K +$58.8K +600 +10%
MIM
563
Miller Investment Management
Pennsylvania
$663K – – –
PCM
564
Parsons Capital Management
Rhode Island
$662K +$1.18K +12 +0.2%
BJL
565
Brighton Jones LLC
Washington
$659K -$34.6K -353 -5%
SC
566
Stratford Consulting
Texas
$659K -$17.5K -179 -3%
PCMC
567
Private Capital Management (Colorado)
Colorado
$659K +$659K +6,732 New
CB
568
Chemical Bank
Michigan
$653K -$153K -1,563 -19%
PWM
569
Perigon Wealth Management
California
$651K -$432K -4,201 -40%
POIA
570
Pin Oak Investment Advisors
Texas
$649K – – –
TL
571
TrueWealth LLC
Georgia
$646K – – –
LIC
572
Lodestar Investment Counsel
Illinois
$642K -$336K -3,425 -34%
FIM
573
Frontier Investment Management
Texas
$640K -$129K -1,316 -17%
WDL
574
Well Done LLC
Michigan
$639K +$69.1K +705 +12%
CC
575
Claybrook Capital
Massachusetts
$639K +$345K +3,522 +117%
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