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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 %
NCM
701
Novare Capital Management
North Carolina
$528K +$32.3K +270 +7%
NAMP
702
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$523K +$86.7K +725 +20%
CA
703
Capital Advantage
California
$520K +$520K +4,348 New
MCM
704
MAI Capital Management
Ohio
$516K +$53.1K +444 +11%
CA
705
Calton & Associates
Florida
$515K +$262K +2,196 +104%
FA
706
FCG Advisors
New Jersey
$507K +$1.67K +14 +0.3%
FDCC
707
Foster Dykema Cabot & Co
Massachusetts
$504K -$10.2K -85 -2%
DBT
708
Dubuque Bank & Trust
Iowa
$502K – – –
SP
709
Successful Portfolios
Florida
$498K +$718 +6 +0.1%
PSF
710
Pacific Sun Financial
California
$495K – – –
MA
711
MONECO Advisors
Connecticut
$494K +$3.94K +33 +0.8%
BCM
712
Bienville Capital Management
New York
$487K -$203K -1,697 -29%
ADL
713
Asset Dedication LLC
California
$487K – – –
MIM
714
Macroview Investment Management
Maryland
$486K -$5.14K -43 -1%
GP
715
Girard Partners
Pennsylvania
$485K – – –
HR
716
Howe & Rusling
New York
$484K -$22.2K -186 -4%
GM
717
GeoWealth Management
Illinois
$484K +$484K +4,047 New
NFG
718
Nations Financial Group
Iowa
$482K +$21.4K +179 +5%
Chevy Chase Trust
719
Chevy Chase Trust
Maryland
$481K – – –
SRC
720
Sage Rhino Capital
California
$480K – – –
PP
721
PrairieView Partners
Minnesota
$479K +$479K +4,003 New
EIP
722
Ellis Investment Partners
Pennsylvania
$475K +$15.9K +135 +3%
BC
723
Brinker Capital
Pennsylvania
$475K +$39K +326 +9%
SCA
724
Sage Capital Advisors
South Dakota
$474K – – –
MFG
725
Magnus Financial Group
New York
$471K +$2.15K +18 +0.5%
27 28
29
30 31