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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 %
MHIC
676
Marble Harbor Investment Counsel
Massachusetts
$568K +$10.8K +90 +2%
AWM
677
Altium Wealth Management
New York
$567K -$407K -3,405 -42%
CAM
678
Carret Asset Management
New York
$564K -$64.6K -540 -10%
SPI
679
Santori & Peters Inc
Pennsylvania
$562K +$25K +209 +5%
TFS
680
Thoroughbred Financial Services
Tennessee
$562K +$68.8K +575 +14%
BAS
681
Brown Advisory Securities
Maryland
$561K -$29.6K -248 -5%
PA
682
Parkside Advisors
California
$558K +$120 +1 +0%
RBCM
683
Raub Brock Capital Management
California
$555K +$359 +3 +0.1%
MAM
684
Meeder Asset Management
Ohio
$554K -$24K -201 -4%
PWM
685
Perigon Wealth Management
California
$552K -$137K -1,152 -20%
RMDI
686
R.M. Davis Inc
Maine
$552K +$236K +1,972 +74%
PGFC
687
Peapack-Gladstone Financial Corp
New Jersey
$552K +$329K +2,750 +147%
CANC
688
Culbertson A N & Co
Virginia
$551K +$5.98K +50 +1%
LFS
689
Lutz Financial Services
Nebraska
$550K – – –
AP
690
Appleton Partners
Massachusetts
$550K +$41.5K +347 +8%
WF
691
Welch & Forbes
Massachusetts
$548K -$2.63K -22 -0.5%
MGIA
692
Moneta Group Investment Advisors
Missouri
$548K +$161K +1,344 +41%
KC
693
Kingfisher Capital
North Carolina
$547K +$120 +1 +0%
AWP
694
Ascent Wealth Partners
New York
$543K -$7.66K -64 -1%
VFPI
695
Vantage Financial Partners (Illinois)
Illinois
$542K +$207K +1,730 +62%
SWM
696
SVA Wealth Management
Wisconsin
$538K -$11.7K -98 -2%
TI
697
Trexquant Investment
Connecticut
$537K +$537K +4,493 New
RFN
698
RDA Financial Network
Iowa
$536K +$116K +956 +28%
LSPW
699
Lake Street Private Wealth
Illinois
$534K – – –
POIA
700
Pin Oak Investment Advisors
Texas
$529K – – –
26 27
28
29 30