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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,027 hedge funds and large institutions have $13.8B invested in Vanguard Dividend Appreciation ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 448 increasing their positions, 327 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
22.34%
Holding in Top 10
137
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.48%
% of All Funds
2.98%
New
64
Increased
448
Reduced
327
Closed
44
Calls
$21.2M
Puts
$3.01M
Net Calls
+$18.2M
Net Calls Change
+$2.21M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$162M
2
Bank of America
Bank of America
North Carolina
+$63.6M
3
FIA
Foundations Investment Advisors
Arizona
+$43.5M
4
CWM
Connecticut Wealth Management
Connecticut
+$32.8M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$32.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$49M
2
PAS
Park Avenue Securities
New York
-$43.9M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$31.6M
4
JPLA
Joseph P. Lucia & Associates
New York
-$25M
5
CSIA
Charles Schwab Investment Advisory
California
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
726
Albion Financial Group
Utah
$397K +$2.31K +20 +0.6%
SCM
727
Sterling Capital Management
North Carolina
$396K – – –
FCA
728
FinTrust Capital Advisors
South Carolina
$394K +$226K +1,964 +135%
TCOO
729
Trust Company of Oklahoma
Oklahoma
$392K – – –
PPW
730
Pasadena Private Wealth
California
$388K -$135K -1,169 -26%
GKWIM
731
Gerber Kawasaki Wealth & Investment Management
California
$388K +$101K +879 +35%
OSNBOA
732
Old Second National Bank of Aurora
Illinois
$387K – – –
PG
733
Patten Group
Tennessee
$385K -$72.2K -626 -16%
CGA
734
Crescent Grove Advisors
Illinois
$384K +$3.11K +27 +0.8%
LPT
735
Legacy Private Trust
Wisconsin
$382K – – –
FSC
736
Full Sail Capital
Oklahoma
$382K – – –
HR
737
Hayden Royal
North Carolina
$382K +$12.3K +105 +3%
NSAM
738
North Star Asset Management
Wisconsin
$380K – – –
NGA
739
Naples Global Advisors
Florida
$380K +$14.5K +126 +4%
MFG
740
MidWestOne Financial Group
Iowa
$379K +$379K +3,288 New
PSG
741
Planning Solutions Group
Maryland
$377K +$18.7K +162 +5%
CPSAC
742
Chas P. Smith & Associates (CPS)
Florida
$374K – – –
MGIA
743
Moneta Group Investment Advisors
Missouri
$373K +$104K +904 +39%
AAS
744
Annex Advisory Services
Wisconsin
$370K -$22.1K -192 -6%
MPI
745
Mairs & Power Inc
Minnesota
$369K – – –
RWA
746
Redhawk Wealth Advisors
Minnesota
$369K – – –
PCIA
747
Prime Capital Investment Advisors
Kansas
$368K -$156K -1,353 -30%
TSWM
748
Triangle Securities Wealth Management
North Carolina
$368K -$17.4K -149 -5%
IWP
749
Icon Wealth Partners
Texas
$368K -$12.9K -112 -3%
B
750
Bailard
California
$368K +$20.7K +180 +6%
28 29
30
31 32