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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

910 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$183M
2
GT
Glenmede Trust
Pennsylvania
+$62.7M
3
MB
Mizuho Bank
Japan
+$49.8M
4
ZB
Zions Bancorporation
Utah
+$49.3M
5
Morgan Stanley
Morgan Stanley
New York
+$26.2M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$52.1M
2
JFA
JNBA Financial Advisors
Minnesota
-$36.3M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$33.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$14.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCFS
701
Butensky & Cohen Financial Security
Florida
$291K +$33.7K +305 +13%
OWM
702
Orgel Wealth Management
Wisconsin
$288K -$150K -1,356 -34%
CFG
703
Citizens Financial Group
Rhode Island
$283K +$283K +2,554 New
LA
704
LVW Advisors
New York
$282K +$282K +2,549 New
CC
705
Cadinha & Co
Hawaii
$281K – – –
FCFS
706
First Command Financial Services
Texas
$278K -$30.4K -275 -10%
FCB
707
First Command Bank
Texas
$278K -$30.4K -275 -10%
GKWIM
708
Gerber Kawasaki Wealth & Investment Management
California
$278K +$278K +2,506 New
EDRH
709
Edmond de Rothschild Holding
Switzerland
$277K -$55.4K -500 -17%
BHB
710
Bank Hapoalim BM
Israel
$276K -$1.11K -10 -0.4%
OAM
711
Oak Asset Management
California
$274K – – –
SWM
712
SVA Wealth Management
Wisconsin
$274K +$3.54K +32 +1%
QCMA
713
Quad Capital Management Advisors
New York
$274K +$274K +2,475 New
CCM
714
Crossvault Capital Management
Texas
$273K – – –
HCM
715
Hengehold Capital Management
Ohio
$272K -$17.4K -157 -6%
BFIM
716
Beese Fulmer Investment Management
Ohio
$272K +$6.65K +60 +3%
PCG
717
Private Capital Group
Connecticut
$270K – – –
TWA
718
TCI Wealth Advisors
Arizona
$270K +$333 +3 +0.1%
KIA
719
Kopp Investment Advisors
Minnesota
$266K – – –
VCM
720
Violich Capital Management
California
$266K +$266K +2,400 New
KPCM
721
Kings Point Capital Management
New York
$263K +$263K +2,380 New
PFS
722
Prospera Financial Services
Texas
$262K -$51.9K -501 -17%
CCP
723
Cardan Capital Partners
Colorado
$261K – – –
PW
724
Peninsula Wealth
California
$261K – – –
CA
725
CapWealth Advisors
Tennessee
$261K +$261K +2,360 New
27 28
29
30 31