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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 %
BFA
651
Benedict Financial Advisors
Georgia
$619K -$102K -851 -14%
LW
652
Linscomb Wealth
Texas
$619K -$20.8K -174 -3%
CCT
653
Capital City Trust
Florida
$615K -$76.7K -641 -11%
SSB
654
Sandy Spring Bank
Maryland
$611K +$47.5K +397 +8%
SCM
655
Sterneck Capital Management
Missouri
$609K -$71.7K -600 -11%
MFW
656
Meristem Family Wealth
Minnesota
$609K +$609K +5,095 New
GIA
657
Gladstone Institutional Advisory
Florida
$604K +$146K +1,220 +32%
GKWIM
658
Gerber Kawasaki Wealth & Investment Management
California
$604K +$200K +1,675 +50%
CST
659
Charles Schwab Trust
Nevada
$603K +$603K +5,105 New
MWM
660
Mission Wealth Management
California
$602K +$23.7K +198 +4%
PV
661
Private Vista
Illinois
$601K +$125K +1,042 +26%
FAG
662
Financial Advisory Group
Texas
$598K – – –
HC
663
Hamilton Capital
Ohio
$597K -$24.1K -201 -4%
SS
664
Sunbelt Securities
Texas
$597K +$358K +2,990 +149%
BCM
665
Brookmont Capital Management
Texas
$596K -$14.2K -119 -2%
IFWM
666
Institute for Wealth Management
Colorado
$595K -$1.79K -15 -0.3%
DHFB
667
Dixon Hubard Feinour & Brown
Virginia
$595K – – –
LHC
668
Little House Capital
Massachusetts
$592K – – –
GG
669
Gofen & Glossberg
Illinois
$591K – – –
DLCIG
670
D.L. Carlson Investment Group
New Hampshire
$584K -$55.7K -466 -9%
SWM
671
Stockman Wealth Management
Montana
$579K – – –
VCA
672
Verdence Capital Advisors
Maryland
$574K +$118K +990 +26%
VNA
673
Valley National Advisers
Pennsylvania
$572K -$30.6K -256 -5%
SMC
674
Smith, Moore & Co
Missouri
$570K +$103K +861 +22%
WSFS
675
Wilmington Savings Fund Society
Delaware
$569K -$46.3K -387 -8%
25 26
27
28 29