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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 %
SMG
551
Spectrum Management Group
Indiana
$886K -$12K -104 -1%
ACP
552
Arcus Capital Partners
Georgia
$886K +$5.41K +47 +0.6%
TC
553
Trust Company
Kansas
$882K -$7.14K -62 -0.8%
CS
554
Credit Suisse
Switzerland
$882K +$882K +7,658 New
IWM
555
IHT Wealth Management
Illinois
$881K +$287K +2,497 +48%
CPA
556
Clear Perspective Advisors
Illinois
$880K +$10.4K +90 +1%
MA
557
MUFG Americas
New York
$873K – – –
EFL
558
ERn Financial LLC
Wisconsin
$869K – – –
MWM
559
Mascoma Wealth Management
New Hampshire
$868K -$322K -2,794 -27%
BOS
560
Bingham Osborn & Scarborough
California
$856K +$24.2K +210 +3%
SQA
561
Simon Quick Advisors
New Jersey
$851K -$28.6K -248 -3%
Deutsche Bank
562
Deutsche Bank
Germany
$845K +$147K +1,276 +21%
Mackenzie Financial
563
Mackenzie Financial
Ontario, Canada
$845K +$553K +4,800 +189%
CFD
564
Creative Financial Designs
Indiana
$843K +$14K +120 +2%
CAC
565
Certified Advisory Corp
Florida
$842K +$2.42K +21 +0.3%
SFSIG
566
San Francisco Sentry Investment Group
California
$841K – – –
GJIC
567
Gamble Jones Investment Counsel
California
$838K +$461 +4 +0.1%
NFG
568
Nadler Financial Group
Illinois
$837K – – –
CGL
569
Clarius Group LLC
Washington
$828K – – –
CHA
570
Cooper/Haims Advisors
New York
$820K -$472K -4,097 -37%
GAM
571
Gould Asset Management
California
$816K – – –
PCM
572
Parsons Capital Management
Rhode Island
$816K +$12K +104 +1%
SAM
573
Shamrock Asset Management
Texas
$807K – – –
HL
574
HeadInvest LLC
Maine
$807K +$62.2K +540 +8%
FFG
575
Ford Financial Group
California
$803K -$56.4K -490 -7%
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