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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 %
RTS
726
Round Table Services
New Jersey
$469K +$10.2K +85 +2%
BCFS
727
Butensky & Cohen Financial Security
Florida
$464K +$18.3K +153 +4%
TIM
728
Tortoise Investment Management
New York
$462K – – –
CC
729
Cadinha & Co
Hawaii
$462K +$230K +1,923 +99%
BCM
730
Boltwood Capital Management
California
$459K – – –
SCM
731
SOL Capital Management
Maryland
$457K -$9.57K -80 -2%
VFA
732
Valeo Financial Advisors
Indiana
$454K -$4.19K -35 -0.9%
PFM
733
Parsec Financial Management
North Carolina
$454K – – –
PFS
734
Prospera Financial Services
Texas
$453K +$9.46K +79 +2%
CAM
735
Covenant Asset Management
New Jersey
$451K – – –
MWM
736
Merriman Wealth Management
Washington
$450K +$2.87K +24 +0.6%
FFG
737
Frisch Financial Group
New York
$449K +$449K +3,754 New
BAAM
738
Baker Avenue Asset Management
California
$448K – – –
AAS
739
Annex Advisory Services
Wisconsin
$447K +$62.3K +521 +16%
PAM
740
Palisade Asset Management
Minnesota
$446K – – –
SFA
741
Sequoia Financial Advisors
Ohio
$444K -$14K -117 -3%
NL
742
NVWM LLC
Pennsylvania
$443K -$1.91K -16 -0.4%
FI
743
FormulaFolio Investments
Michigan
$441K -$11.5K -96 -3%
VAS
744
Vestmark Advisory Solutions
Massachusetts
$438K +$79K +661 +22%
TYCC
745
Texas Yale Capital Corp
Florida
$435K – – –
QCMC
746
Quantum Capital Management (California)
California
$434K – – –
IP
747
Investment Partners
Ohio
$434K +$105K +878 +32%
IAA
748
Independent Advisor Alliance
North Carolina
$434K +$434K +3,602 New
FSC
749
Full Sail Capital
Oklahoma
$432K +$37K +306 +9%
TF
750
TimeScale Financial
Massachusetts
$431K -$47.1K -394 -10%
28 29
30
31 32