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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$91.7M
2
TF
Trek Financial
Arizona
+$75.4M
3
CL
Cabana LLC
Arkansas
+$55.4M
4
PAS
Park Avenue Securities
New York
+$45.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$86.8M
2
SCA
Stuart Chaussee & Associates
California
-$26.1M
3
CSIA
Charles Schwab Investment Advisory
California
-$19.1M
4
TFA
Transamerica Financial Advisors
Florida
-$14.2M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
626
Ritholtz Wealth Management
New York
$718K +$55.6K +465 +8%
CCP
627
Corient Capital Partners
California
$711K – – –
ACM
628
Alpha Capital Management
Texas
$708K – – –
TIA
629
Traphagen Investment Advisors
New Jersey
$707K -$46.9K -392 -6%
FPFS
630
First Personal Financial Services
North Carolina
$700K -$44.3K -370 -6%
BFIM
631
Beese Fulmer Investment Management
Ohio
$694K +$87.9K +735 +14%
ZF
632
Zhang Financial
Michigan
$685K – – –
CAMG
633
CWA Asset Management Group
Florida
$678K -$16.4K -138 -2%
LCC
634
Lincoln Capital Corp
Rhode Island
$671K – – –
MSAM
635
Moloney Securities Asset Management
Missouri
$671K +$16.3K +136 +2%
Nomura Asset Management
636
Nomura Asset Management
Japan
$670K – – –
RM
637
Resource Management
Louisiana
$663K +$836 +7 +0.1%
BWP
638
Baldwin Wealth Partners
Massachusetts
$658K – – –
AWM
639
Alterna Wealth Management
Texas
$655K -$333K -2,790 -34%
LRIA
640
Leonard Rickey Investment Advisors
Washington
$655K +$96.7K +808 +17%
FG
641
Fiduciary Group
Georgia
$654K – – –
MWM
642
Meridian Wealth Management
Kentucky
$639K +$48.1K +402 +8%
NDSI
643
Newman Dignan & Sheerar Inc
Rhode Island
$637K +$68.5K +573 +12%
AWA
644
Acorn Wealth Advisors
Michigan
$635K +$2.54K +21 +0.4%
CM
645
Capital Management
Virginia
$629K – – –
MCM
646
Maryland Capital Management
Maryland
$626K – – –
FA
647
FC Advisory
Pennsylvania
$624K -$2.27K -19 -0.4%
LA
648
LVW Advisors
New York
$624K +$281K +2,353 +82%
IP
649
Intellectus Partners
California
$623K – – –
Barclays
650
Barclays
United Kingdom
$621K -$1.92M -16,069 -76%
24 25
26
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