VIG icon

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 %
MHIC
651
Marble Harbor Investment Counsel
Massachusetts
$537K +$14.4K +125 +3%
RBCM
652
Raub Brock Capital Management
California
$534K +$576 +5 +0.1%
WF
653
Welch & Forbes
Massachusetts
$531K +$26.1K +227 +5%
JIP
654
Jaffetilchin Investment Partners
Florida
$530K -$1.33M -11,575 -72%
LFS
655
Lutz Financial Services
Nebraska
$530K – – –
SWM
656
SVA Wealth Management
Wisconsin
$529K -$1.84K -16 -0.3%
KC
657
Kingfisher Capital
North Carolina
$526K +$345 +3 +0.1%
CANC
658
Culbertson A N & Co
Virginia
$525K +$11.5K +100 +2%
AWP
659
Ascent Wealth Partners
New York
$525K +$50.4K +442 +11%
SPI
660
Santori & Peters Inc
Pennsylvania
$517K -$116K -1,005 -18%
LSPW
661
Lake Street Private Wealth
Illinois
$514K -$63.1K -548 -11%
POIA
662
Pin Oak Investment Advisors
Texas
$509K – – –
EFS
663
Essex Financial Services
Connecticut
$504K +$15.7K +136 +3%
WKWM
664
Walter & Keenan Wealth Management
Indiana
$499K – – –
CB
665
Chemical Bank
Michigan
$496K +$6.9K +60 +1%
FDCC
666
Foster Dykema Cabot & Co
Massachusetts
$495K – – –
F
667
F3Logic
Minnesota
$493K -$234K -2,017 -32%
AP
668
Appleton Partners
Massachusetts
$490K +$55.8K +484 +13%
HR
669
Howe & Rusling
New York
$488K -$132K -1,145 -21%
FA
670
FCG Advisors
New Jersey
$487K +$3.11K +27 +0.6%
DBT
671
Dubuque Bank & Trust
Iowa
$484K -$5.3K -46 -1%
BIAS
672
Beacon Investment Advisory Services
New Jersey
$484K – – –
SP
673
Successful Portfolios
Florida
$478K -$7.82K -68 -2%
NCM
674
Novare Capital Management
North Carolina
$478K +$10.4K +90 +2%
PSF
675
Pacific Sun Financial
California
$477K +$477K +4,140 New
25 26
27
28 29