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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 %
SCM
626
SOL Capital Management
Maryland
$407K +$5.54K +50 +1%
SCA
627
Stuart Chaussee & Associates
California
$400K – – –
BIAS
628
Beacon Investment Advisory Services
New Jersey
$399K -$159K -1,435 -28%
RTS
629
Round Table Services
New Jersey
$399K +$145K +1,306 +57%
NFG
630
Nations Financial Group
Iowa
$394K +$1.11K +10 +0.3%
CA
631
Capital Advantage
California
$394K +$3.87K +35 +1%
CCMG
632
Clark Capital Management Group
Pennsylvania
$393K +$393K +3,551 New
QCMC
633
Quantum Capital Management (California)
California
$392K -$5.64K -51 -1%
PAM
634
Palisade Asset Management
Minnesota
$391K +$14.4K +130 +4%
AWS
635
AJ Wealth Strategies
New York
$385K -$54.3K -490 -12%
IWM
636
IHT Wealth Management
Illinois
$385K -$30.5K -276 -7%
SMG
637
Smart Money Group
Texas
$385K -$2.44K -22 -0.6%
TC
638
Trilogy Capital
California
$383K -$257K -2,325 -40%
SCM
639
Sterling Capital Management
North Carolina
$380K – – –
PFM
640
Parsec Financial Management
North Carolina
$378K +$11.4K +103 +3%
TCOO
641
Trust Company of Oklahoma
Oklahoma
$376K – – –
TSWM
642
Triangle Securities Wealth Management
North Carolina
$376K +$1.33K +12 +0.4%
BBHC
643
Brown Brothers Harriman & Co
New York
$376K +$288K +2,600 +325%
SMC
644
Smith, Moore & Co
Missouri
$375K +$61.2K +553 +19%
RG
645
Rikoon Group
New Mexico
$373K -$1.11K -10 -0.3%
SDWMA
646
Schneider Downs Wealth Management Advisors
Pennsylvania
$371K – – –
NGA
647
Naples Global Advisors
Florida
$369K – – –
PA
648
Parkside Advisors
California
$369K – – –
1832 Asset Management
649
1832 Asset Management
Ontario, Canada
$367K – – –
CAM
650
Covenant Asset Management
New Jersey
$366K – – –
24 25
26
27 28