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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 %
WCWM
726
Willow Creek Wealth Management
California
$259K +$259K +2,339 New
NCM
727
Northwest Capital Management
Oregon
$258K – – –
UAS
728
United Asset Strategies
New York
$257K -$33.2K -300 -11%
BTNA
729
Bremer Trust National Association
Minnesota
$257K -$12.5K -113 -5%
JCM
730
Jacobi Capital Management
Pennsylvania
$256K +$15.6K +141 +6%
JIP
731
Jaffetilchin Investment Partners
Florida
$255K +$774 +7 +0.3%
FWCM
732
Ferguson Wellman Capital Management
Oregon
$253K -$20.6K -186 -8%
MWP
733
MYCIO Wealth Partners
Pennsylvania
$253K – – –
OAM
734
Occidental Asset Management
California
$252K +$252K +2,279 New
SBL
735
Sargent Bickham Lagudis
Colorado
$249K +$111 +1 +0%
SXL
736
Summit X LLC
Missouri
$249K +$11.4K +103 +5%
FCH
737
Freestone Capital Holdings
Washington
$249K +$249K +2,252 New
MYIA
738
Mount Yale Investment Advisors
Colorado
$248K -$274K -2,532 -53%
PCA
739
Personal Capital Advisors
California
$246K +$246K +2,225 New
LIA
740
LBMC Investment Advisors
Tennessee
$245K -$4.43K -40 -2%
DW
741
Domani Wealth
Pennsylvania
$244K – – –
MWM
742
Mission Wealth Management
California
$244K – – –
TW
743
Transform Wealth
Colorado
$244K – – –
IC
744
Iconiq Capital
California
$243K – – –
Deutsche Bank
745
Deutsche Bank
Germany
$243K +$11.6K +105 +5%
SBIA
746
Sheaff Brock Investment Advisors
Indiana
$240K -$1.22K -11 -0.5%
EWG
747
Executive Wealth Group
Washington
$239K +$1.33K +12 +0.6%
RWM
748
RKL Wealth Management
Pennsylvania
$239K – – –
IAM
749
Integre Asset Management
New York
$238K -$33.1K -299 -12%
ZF
750
Zhang Financial
Michigan
$238K -$22.2K -200 -9%
28 29
30
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