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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 %
DLCIG
626
D.L. Carlson Investment Group
New Hampshire
$616K -$921 -8 -0.1%
LW
627
Linscomb Wealth
Texas
$616K +$12.9K +112 +2%
AWA
628
Acorn Wealth Advisors
Michigan
$614K -$17.5K -149 -3%
FA
629
FC Advisory
Pennsylvania
$611K +$2.92K +25 +0.5%
CM
630
Capital Management
Virginia
$606K – – –
CAM
631
Carret Asset Management
New York
$605K +$15K +130 +3%
MCM
632
Maryland Capital Management
Maryland
$603K +$603K +5,237 New
IP
633
Intellectus Partners
California
$600K – – –
HC
634
Hamilton Capital
Ohio
$598K +$4.84K +42 +0.8%
WSFS
635
Wilmington Savings Fund Society
Delaware
$593K -$62.3K -541 -10%
FAG
636
Financial Advisory Group
Texas
$587K – – –
BCM
637
Brookmont Capital Management
Texas
$587K +$2.07K +18 +0.4%
BFIM
638
Beese Fulmer Investment Management
Ohio
$584K +$153K +1,330 +36%
VNA
639
Valley National Advisers
Pennsylvania
$580K +$53.6K +466 +10%
IFWM
640
Institute for Wealth Management
Colorado
$575K +$87.6K +760 +18%
TA
641
Tiedemann Advisors
New York
$574K -$369K -3,198 -39%
DHFB
642
Dixon Hubard Feinour & Brown
Virginia
$573K -$11.5K -100 -2%
BAS
643
Brown Advisory Securities
Maryland
$571K +$5.43K +47 +1%
GG
644
Gofen & Glossberg
Illinois
$569K -$1.04K -9 -0.2%
SWM
645
Stockman Wealth Management
Montana
$557K -$12.3K -107 -2%
MAM
646
Meeder Asset Management
Ohio
$557K +$4.84K +42 +0.9%
MWM
647
Mission Wealth Management
California
$557K +$261K +2,270 +88%
SSB
648
Sandy Spring Bank
Maryland
$542K +$37.4K +325 +7%
LRIA
649
Leonard Rickey Investment Advisors
Washington
$537K -$45.6K -396 -8%
PA
650
Parkside Advisors
California
$537K +$7.6K +66 +1%
24 25
26
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