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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 %
MI
576
Mercer Investments
Massachusetts
$539K -$37.2K -336 -6%
First Manhattan
577
First Manhattan
New York
$539K – – –
SPL
578
Smart Portfolios LLC
Washington
$536K +$10.7K +97 +2%
FFS
579
Founders Financial Securities
Maryland
$529K +$529K +4,779 New
UBS AM
580
UBS AM
Illinois
$523K +$23.6K +213 +5%
WF
581
Welch & Forbes
Massachusetts
$523K +$36.2K +327 +7%
Fisher Asset Management
582
Fisher Asset Management
Washington
$522K +$522K +4,713 New
DBT
583
Dubuque Bank & Trust
Iowa
$520K – – –
VFA
584
Valeo Financial Advisors
Indiana
$520K +$31.1K +300 +6%
SP
585
Successful Portfolios
Florida
$518K +$107K +970 +26%
Chevy Chase Trust
586
Chevy Chase Trust
Maryland
$511K -$120K -1,081 -19%
CGA
587
Crescent Grove Advisors
Illinois
$509K +$191K +1,719 +60%
SSB
588
Sandy Spring Bank
Maryland
$506K -$61.7K -557 -11%
KC
589
Kingfisher Capital
North Carolina
$505K +$111 +1 +0%
BCM
590
Boltwood Capital Management
California
$492K +$59.2K +536 +14%
WWM
591
Wagner Wealth Management
South Carolina
$490K +$8.19K +74 +2%
WCAMG
592
Woodard & Company Asset Management Group
North Carolina
$481K – – –
NDSI
593
Newman Dignan & Sheerar Inc
Rhode Island
$479K +$8.76K +80 +2%
FDCC
594
Foster Dykema Cabot & Co
Massachusetts
$476K – – –
FWM
595
Focused Wealth Management
New York
$472K +$443 +4 +0.1%
CVM
596
Cheviot Value Management
California
$469K -$21.3K -193 -4%
ACM
597
Advisors Capital Management
New Jersey
$469K – – –
GP
598
Girard Partners
Pennsylvania
$468K -$16.5K -149 -3%
MHIC
599
Marble Harbor Investment Counsel
Massachusetts
$468K – – –
AWP
600
Ascent Wealth Partners
New York
$463K -$26.5K -240 -5%
22 23
24
25 26