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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 %
WB
576
WesBanco Bank
West Virginia
$800K -$56.5K -490 -7%
PCP
577
Proficio Capital Partners
Massachusetts
$797K – – –
LPIC
578
LeJeune Puetz Investment Counsel
Michigan
$795K – – –
MLL
579
Moody Lynn & Lieberson
Massachusetts
$781K – – –
SC
580
Stratford Consulting
Texas
$781K +$6.79K +59 +0.9%
WDL
581
Well Done LLC
Michigan
$778K +$10.4K +90 +1%
ACS
582
Archford Capital Strategies
Illinois
$765K -$287K -2,490 -27%
VAG
583
VisionPoint Advisory Group
Texas
$764K -$73K -634 -9%
PHS
584
Pekin Hardy Strauss
Illinois
$763K +$469K +4,074 +160%
AWM
585
Altavista Wealth Management
North Carolina
$762K -$11.3K -98 -1%
First Manhattan
586
First Manhattan
New York
$743K +$37.5K +326 +5%
PCMC
587
Private Capital Management (Colorado)
Colorado
$741K -$34.3K -298 -4%
FIM
588
Frontier Investment Management
Texas
$741K +$69.2K +601 +10%
NWM
589
Northwest Wealth Management
Iowa
$738K -$5.64K -49 -0.8%
BA
590
Bristlecone Advisors
Washington
$733K +$733K +6,363 New
MI
591
Mercer Investments
Massachusetts
$728K +$165K +1,430 +29%
TIA
592
Traphagen Investment Advisors
New Jersey
$726K +$34.5K +300 +5%
CFIA
593
Cantor Fitzgerald Investment Advisors
New York
$724K – – –
GEA
594
Glen Eagle Advisors
New Jersey
$722K +$91.8K +797 +15%
EHC
595
Everett Harris & Co
California
$719K – – –
MFW
596
Mosaic Family Wealth
Missouri
$718K -$8.53K -74 -1%
FPFS
597
First Personal Financial Services
North Carolina
$717K -$17.3K -150 -2%
TL
598
TrueWealth LLC
Georgia
$710K – – –
SHGA
599
Sand Hill Global Advisors
California
$709K – – –
BIM
600
Baldwin Investment Management
Pennsylvania
$700K -$6.91K -60 -1%
22 23
24
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