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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 %
TYCC
701
Texas Yale Capital Corp
Florida
$357K +$357K +3,640 New
MGIA
702
Moneta Group Investment Advisors
Missouri
$356K -$219K -2,233 -38%
SGAM
703
Steinberg Global Asset Management
Florida
$356K +$59.4K +606 +20%
VCWA
704
Vanguard Capital Wealth Advisors
Colorado
$353K -$179K -1,826 -34%
FWM
705
Focused Wealth Management
New York
$351K -$66.5K -679 -16%
CA
706
Capital Advantage
California
$350K +$686 +7 +0.2%
SBIA
707
Sheaff Brock Investment Advisors
Indiana
$350K +$137K +1,400 +65%
CCMG
708
Clark Capital Management Group
Pennsylvania
$348K – – –
ADL
709
Asset Dedication LLC
California
$346K +$173K +1,763 +100%
GTAM
710
Global Trust Asset Management
Florida
$345K -$16.2K -165 -4%
BFO
711
Biltmore Family Office
North Carolina
$344K -$48.9K -500 -12%
RC
712
RegentAtlantic Capital
New Jersey
$343K -$19.2K -196 -5%
SMG
713
Smart Money Group
Texas
$343K +$2.84K +29 +0.8%
AWS
714
AJ Wealth Strategies
New York
$340K – – –
RWA
715
Redhawk Wealth Advisors
Minnesota
$337K – – –
SCM
716
Sterling Capital Management
North Carolina
$336K – – –
PFM
717
Parsec Financial Management
North Carolina
$334K +$98 +1 +0%
TCOO
718
Trust Company of Oklahoma
Oklahoma
$333K – – –
TC
719
Trilogy Capital
California
$331K -$8.23K -84 -2%
RG
720
Rikoon Group
New Mexico
$331K +$294 +3 +0.1%
OSNBOA
721
Old Second National Bank of Aurora
Illinois
$329K +$22K +225 +7%
AAM
722
Autus Asset Management
Arizona
$329K +$329K +3,360 New
MCM
723
Murphy Capital Management
New Jersey
$328K -$207K -2,120 -39%
CPA
724
Capital Planning Advisors
California
$327K -$68.4K -699 -17%
1832 Asset Management
725
1832 Asset Management
Ontario, Canada
$325K – – –
27 28
29
30 31