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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 %
FPFS
576
First Personal Financial Services
North Carolina
$636K +$16.4K +168 +3%
ATFA
577
All Terrain Financial Advisors
Minnesota
$635K -$150K -1,534 -19%
PCA
578
Personal Capital Advisors
California
$635K +$417K +4,253 +191%
NWM
579
Northwest Wealth Management
Iowa
$633K +$1.86K +19 +0.3%
ACM
580
Alpha Capital Management
Texas
$633K +$121K +1,236 +24%
WWM
581
Windsor Wealth Management
Indiana
$628K +$42.5K +434 +7%
AWM
582
Altavista Wealth Management
North Carolina
$621K -$190K -1,940 -23%
F
583
F3Logic
Minnesota
$619K +$437K +4,460 +240%
MFW
584
Mosaic Family Wealth
Missouri
$618K +$1.18K +12 +0.2%
LBC
585
Lowe Brockenbrough & Co
Virginia
$617K -$4.9K -50 -0.8%
FCH
586
Freestone Capital Holdings
Washington
$617K +$396K +4,047 +180%
BA
587
BKS Advisors
Michigan
$616K -$26.9K -274 -4%
CFIA
588
Cantor Fitzgerald Investment Advisors
New York
$616K – – –
AWM
589
Alterna Wealth Management
Texas
$616K +$616K +6,287 New
RWM
590
Ritholtz Wealth Management
New York
$615K +$52.6K +537 +9%
EHC
591
Everett Harris & Co
California
$611K -$63.6K -650 -9%
BIM
592
Baldwin Investment Management
Pennsylvania
$611K -$4.9K -50 -0.8%
PFO
593
Pathstone Family Office
New Jersey
$598K +$484K +4,937 +423%
AF
594
Advisornet Financial
Minnesota
$593K -$3.53K -36 -0.6%
EAM
595
Evanson Asset Management
California
$580K +$1.08K +11 +0.2%
WMG
596
WESCAP Management Group
California
$579K -$68.5K -700 -11%
BW
597
Bison Wealth
Georgia
$576K +$89.6K +914 +18%
CAMG
598
CWA Asset Management Group
Florida
$575K +$38K +388 +7%
BFA
599
Benedict Financial Advisors
Georgia
$573K -$24.4K -249 -4%
DLCIG
600
D.L. Carlson Investment Group
New Hampshire
$573K -$2.84K -29 -0.5%
22 23
24
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