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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 %
PA
651
Parkside Advisors
California
$451K +$126K +1,283 +39%
SPL
652
Smart Portfolios LLC
Washington
$448K -$25.7K -263 -5%
CGA
653
Crescent Grove Advisors
Illinois
$448K – – –
KC
654
Kingfisher Capital
North Carolina
$448K +$392 +4 +0.1%
Truist Financial
655
Truist Financial
North Carolina
$446K +$82.7K +845 +23%
DY
656
Dowling & Yahnke
California
$444K – – –
VFA
657
Valeo Financial Advisors
Indiana
$441K -$49.6K -507 -10%
SSB
658
Sandy Spring Bank
Maryland
$440K -$8.34K -85 -2%
BCM
659
Boltwood Capital Management
California
$436K +$587 +6 +0.1%
CANC
660
Culbertson A N & Co
Virginia
$436K +$137K +1,400 +46%
TF
661
TimeScale Financial
Massachusetts
$436K +$436K +4,455 New
MIM
662
Macroview Investment Management
Maryland
$435K -$105K -1,068 -19%
WKWM
663
Walter & Keenan Wealth Management
Indiana
$424K – – –
CA
664
Calton & Associates
Florida
$424K +$37.9K +387 +10%
FDCC
665
Foster Dykema Cabot & Co
Massachusetts
$421K – – –
MHIC
666
Marble Harbor Investment Counsel
Massachusetts
$421K +$6.37K +65 +2%
BIA
667
BHK Investment Advisors
Alabama
$419K +$118K +1,200 +39%
SP
668
Successful Portfolios
Florida
$418K -$41.2K -420 -9%
BIAS
669
Beacon Investment Advisory Services
New Jersey
$412K +$58.5K +597 +17%
DBT
670
Dubuque Bank & Trust
Iowa
$411K -$48.9K -500 -11%
BBHC
671
Brown Brothers Harriman & Co
New York
$411K +$78.1K +798 +23%
MCM
672
MAI Capital Management
Ohio
$411K +$100K +1,024 +32%
FA
673
FCG Advisors
New Jersey
$405K +$34K +347 +9%
LA
674
LVW Advisors
New York
$403K +$153K +1,565 +61%
BC
675
Brinker Capital
Pennsylvania
$401K -$881 -9 -0.2%
25 26
27
28 29