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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$533M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$460M
3
UBS Group
UBS Group
Switzerland
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$93.7M
5
Goldman Sachs
Goldman Sachs
New York
+$87.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$908M
2
CSIA
Charles Schwab Investment Advisory
California
-$92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$56.2M
4
MB
Mizuho Bank
Japan
-$49.8M
5
ZB
Zions Bancorporation
Utah
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
751
Toronto Dominion Bank
Ontario, Canada
$292K – – –
CAN
752
Claraphi Advisory Network
United States
$291K +$101K +1,034 +53%
RM
753
Resource Management
Louisiana
$290K – – –
SCA
754
Sage Capital Advisors
South Dakota
$290K – – –
MBT
755
Montecito Bank & Trust
California
$285K -$27K -275 -9%
PPW
756
Pasadena Private Wealth
California
$285K +$285K +2,911 New
SDWMA
757
Schneider Downs Wealth Management Advisors
Pennsylvania
$284K -$43.4K -444 -13%
AOWM
758
Alpha Omega Wealth Management
Virginia
$284K +$293 +3 +0.1%
RBFC
759
Roman Butler Fullerton & Co
Missouri
$284K +$284K +2,834 New
ST
760
Sageworth Trust
Pennsylvania
$282K – – –
JCM
761
Jacobi Capital Management
Pennsylvania
$282K +$55K +561 +24%
PCIA
762
Prime Capital Investment Advisors
Kansas
$279K +$186K +1,894 +199%
RF
763
RHS Financial
California
$278K +$278K +2,841 New
BIM
764
Bridges Investment Management
Nebraska
$278K +$278K +2,843 New
GCP
765
Gill Capital Partners
Colorado
$277K +$277K +2,211 New
GCA
766
Gradient Capital Advisors
California
$275K +$72.1K +735 +36%
SHIM
767
Stone House Investment Management
Pennsylvania
$274K -$22.1K -226 -7%
IMOV
768
Investment Management of Virginia
Virginia
$274K – – –
ZF
769
Zhang Financial
Michigan
$272K +$62K +634 +30%
AIM
770
Aspen Investment Management
Michigan
$268K – – –
IP
771
Investment Partners
Ohio
$267K +$2.74K +28 +1%
ESB
772
Essex Savings Bank
Connecticut
$264K +$264K +2,700 New
BF
773
Blankinship & Foster
California
$263K – – –
FCFS
774
First Command Financial Services
Texas
$263K +$17.1K +175 +7%
FCB
775
First Command Bank
Texas
$263K +$17.1K +175 +7%
29 30
31
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