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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 %
PWMAG
751
Pinnacle Wealth Management Advisory Group
New Jersey
$235K -$16.6K -150 -7%
ZIC
752
ZWJ Investment Counsel
Georgia
$233K +$6.64K +60 +3%
SFWA
753
Summit Financial Wealth Advisors
Louisiana
$232K -$230K -2,198 -50%
IFAM
754
Institutional & Family Asset Management
Colorado
$231K +$1.22K +11 +0.5%
GCA
755
Gradient Capital Advisors
California
$229K +$774 +7 +0.3%
LWS
756
Lucia Wealth Services
California
$229K +$229K +2,071 New
AIM
757
Anchor Investment Management
South Carolina
$229K – – –
CF
758
Corrigan Financial
Rhode Island
$229K – – –
SCP
759
Silverleafe Capital Partners
Tennessee
$227K -$51.2K -463 -18%
AIM
760
Arcadia Investment Management
Michigan
$225K – – –
NCM
761
Novare Capital Management
North Carolina
$224K +$224K +2,023 New
FIA
762
FNY Investment Advisers
New York
$224K +$224K +2,027 New
LCM
763
LVM Capital Management
Michigan
$223K -$4.77K -43 -2%
GW
764
GW & Wade
Massachusetts
$223K +$332 +3 +0.1%
BWM
765
Buckley Wealth Management
Nevada
$220K – – –
CS
766
Cannell & Spears
New York
$219K – – –
SYBT
767
Stock Yards Bank & Trust
Kentucky
$219K +$219K +1,974 New
CCB
768
Cutter & Co Brokerage
Missouri
$219K +$219K +1,981 New
AIA
769
Allied Investment Advisors
Montana
$217K -$60.3K -546 -22%
NCM
770
Noesis Capital Mangement
Florida
$217K +$217K +1,958 New
CAN
771
Claraphi Advisory Network
United States
$214K -$42.9K -388 -17%
HBT
772
Hills Bank & Trust
Iowa
$214K +$214K +1,940 New
HCA
773
Hillview Capital Advisors
Pennsylvania
$213K +$213K +1,919 New
VCM
774
Vivaldi Capital Management
Illinois
$213K +$213K +1,927 New
FPCM
775
Financial Partners Capital Management
New York
$210K +$210K +1,900 New
29 30
31
32 33