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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 %
NB
601
Northwest Bancshares
Pennsylvania
$699K – – –
ATFA
602
All Terrain Financial Advisors
Minnesota
$697K +$921 +8 +0.1%
GA
603
Greytown Advisors
Florida
$696K +$66.8K +580 +11%
BFA
604
Benedict Financial Advisors
Georgia
$694K -$20.6K -179 -3%
LBC
605
Lowe Brockenbrough & Co
Virginia
$692K – – –
BW
606
Bison Wealth
Georgia
$686K -$40K -347 -6%
CCP
607
Corient Capital Partners
California
$685K +$82.1K +713 +14%
ACM
608
Alpha Capital Management
Texas
$682K -$54.1K -470 -7%
WMG
609
WESCAP Management Group
California
$681K – – –
CAMG
610
CWA Asset Management Group
Florida
$672K +$137K +1,192 +26%
PWM
611
Perigon Wealth Management
California
$666K – – –
CCT
612
Capital City Trust
Florida
$666K – – –
BCM
613
Bienville Capital Management
New York
$664K +$575 +5 +0.1%
ZF
614
Zhang Financial
Michigan
$660K +$340K +2,949 +106%
SCM
615
Sterneck Capital Management
Missouri
$656K – – –
LCC
616
Lincoln Capital Corp
Rhode Island
$646K +$115 +1 +0%
Nomura Asset Management
617
Nomura Asset Management
Japan
$645K -$1.92M -16,700 -75%
RM
618
Resource Management
Louisiana
$639K +$1.61K +14 +0.3%
RWM
619
Ritholtz Wealth Management
New York
$638K -$21.9K -190 -3%
BWP
620
Baldwin Wealth Partners
Massachusetts
$633K – – –
MSAM
621
Moloney Securities Asset Management
Missouri
$631K +$2.65K +23 +0.4%
FG
622
Fiduciary Group
Georgia
$629K -$15.8K -137 -2%
OIA
623
Optimum Investment Advisors
Illinois
$627K +$42K +365 +7%
KPAG
624
KLS Professional Advisors Group
New York
$624K – – –
GHA
625
GW Henssler & Associates
Georgia
$624K +$23.8K +207 +4%
23 24
25
26 27