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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 %
GIA
676
Gladstone Institutional Advisory
Florida
$401K +$401K +4,094 New
SFA
677
Sequoia Financial Advisors
Ohio
$396K -$12.1K -124 -3%
HR
678
Hayden Royal
North Carolina
$396K +$396K +4,046 New
TFS
679
Thoroughbred Financial Services
Tennessee
$394K +$394K +4,023 New
SCM
680
SOL Capital Management
Maryland
$392K +$31.9K +325 +9%
MWM
681
Merriman Wealth Management
Washington
$390K +$8.52K +87 +2%
EIP
682
Ellis Investment Partners
Pennsylvania
$390K +$390K +3,990 New
ACM
683
Advisors Capital Management
New Jersey
$385K -$29.4K -300 -7%
MWPCG
684
Measured Wealth Private Client Group
New Hampshire
$383K -$686 -7 -0.2%
PV
685
Private Vista
Illinois
$381K -$10.9K -111 -3%
TIM
686
Tortoise Investment Management
New York
$378K – – –
RTS
687
Round Table Services
New Jersey
$376K +$23K +235 +7%
NFG
688
Nations Financial Group
Iowa
$375K +$26.4K +270 +8%
WF
689
WealthTrust Fairport
Ohio
$374K +$64.2K +655 +21%
NL
690
NVWM LLC
Pennsylvania
$373K -$2.45K -25 -0.7%
FLPIM
691
F.L. Putnam Investment Management
Massachusetts
$371K -$38.3K -391 -9%
CAM
692
Covenant Asset Management
New Jersey
$366K – – –
CT
693
Cambridge Trust
Massachusetts
$366K – – –
TSWM
694
Triangle Securities Wealth Management
North Carolina
$366K +$33.5K +343 +10%
BFIM
695
Beese Fulmer Investment Management
Ohio
$366K +$126K +1,286 +52%
PAM
696
Palisade Asset Management
Minnesota
$365K +$19.1K +195 +6%
VCA
697
Verdence Capital Advisors
Maryland
$363K – – –
IAA
698
Independent Advisor Alliance
North Carolina
$362K +$362K +3,457 New
MA
699
MONECO Advisors
Connecticut
$361K +$361K +3,682 New
SMC
700
Smith, Moore & Co
Missouri
$358K +$25.5K +260 +8%
26 27
28
29 30