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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 %
SQA
601
Simon Quick Advisors
New Jersey
$570K +$26K +265 +5%
CCT
602
Capital City Trust
Florida
$566K – – –
BCM
603
Bienville Capital Management
New York
$565K +$167K +1,706 +42%
AWA
604
Acorn Wealth Advisors
Michigan
$564K +$2.29K +23 +0.4%
SPI
605
Santori & Peters Inc
Pennsylvania
$563K +$3.33K +34 +0.6%
FG
606
Fiduciary Group
Georgia
$560K – – –
SCM
607
Sterneck Capital Management
Missouri
$558K – – –
EC
608
Estate Counselors
Wisconsin
$558K – – –
AFM
609
Abbot Financial Management
Massachusetts
$558K +$558K +5,700 New
LCC
610
Lincoln Capital Corp
Rhode Island
$550K +$196 +2 +0%
HC
611
Hamilton Capital
Ohio
$550K +$1.6K +15 +0.3%
AWP
612
Ascent Wealth Partners
New York
$550K +$140K +1,430 +34%
WSFS
613
Wilmington Savings Fund Society
Delaware
$545K -$39.5K -403 -7%
CM
614
Capital Management
Virginia
$541K -$9.89K -101 -2%
BWP
615
Baldwin Wealth Partners
Massachusetts
$539K – – –
GEA
616
Glen Eagle Advisors
New Jersey
$536K +$50.1K +511 +10%
GA
617
Greytown Advisors
Florida
$535K -$117K -1,200 -18%
BHIA
618
Birch Hill Investment Advisors
Massachusetts
$535K – – –
Chevy Chase Trust
619
Chevy Chase Trust
Maryland
$534K +$82.1K +838 +18%
KPAG
620
KLS Professional Advisors Group
New York
$531K – – –
LHC
621
Little House Capital
Massachusetts
$530K +$530K +5,406 New
AAS
622
Annex Advisory Services
Wisconsin
$526K -$31.9K -326 -6%
SFM
623
Signature Financial Management
Virginia
$521K +$521K +5,315 New
VAG
624
VisionPoint Advisory Group
Texas
$516K +$516K +5,266 New
CCP
625
Corient Capital Partners
California
$513K -$167K -1,705 -25%
23 24
25
26 27