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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 %
FLPIM
601
F.L. Putnam Investment Management
Massachusetts
$463K +$1.55K +14 +0.3%
SFA
602
Sequoia Financial Advisors
Ohio
$462K +$119K +1,070 +35%
VCM
603
Virtue Capital Management
Tennessee
$459K +$459K +4,150 New
FHA
604
First Horizon Advisors
Tennessee
$456K +$9.73K +88 +2%
DY
605
Dowling & Yahnke
California
$455K – – –
BC
606
Brinker Capital
Pennsylvania
$454K -$6.75K -61 -1%
BCM
607
Bienville Capital Management
New York
$451K +$333 +3 +0.1%
CPA
608
Capital Planning Advisors
California
$447K -$222K -2,004 -33%
BFO
609
Biltmore Family Office
North Carolina
$446K – – –
PV
610
Private Vista
Illinois
$443K -$75.6K -683 -15%
PP
611
Patten & Patten
Tennessee
$440K -$24.9K -225 -5%
CA
612
Calton & Associates
Florida
$436K – – –
MWPCG
613
Measured Wealth Private Client Group
New Hampshire
$433K -$3.87K -35 -0.9%
EFS
614
Essex Financial Services
Connecticut
$432K +$432K +3,899 New
MWM
615
Merriman Wealth Management
Washington
$431K +$442 +4 +0.1%
MWM
616
Marietta Wealth Management
Georgia
$429K +$10.6K +96 +3%
TIM
617
Tortoise Investment Management
New York
$427K – – –
NL
618
NVWM LLC
Pennsylvania
$426K -$32.5K -292 -7%
PG
619
Patten Group
Tennessee
$426K +$15K +136 +4%
FA
620
FCG Advisors
New Jersey
$419K +$3.43K +31 +0.8%
CT
621
Cambridge Trust
Massachusetts
$414K – – –
Truist Financial
622
Truist Financial
North Carolina
$411K -$27.7K -250 -6%
VCA
623
Verdence Capital Advisors
Maryland
$410K – – –
GTAM
624
Global Trust Asset Management
Florida
$409K -$12.4K -112 -3%
RC
625
RegentAtlantic Capital
New Jersey
$409K +$11.4K +103 +3%
23 24
25
26 27