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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 %
ACM
751
Advisors Capital Management
New Jersey
$365K -$31.7K -275 -8%
FLPIM
752
F.L. Putnam Investment Management
Massachusetts
$361K +$16K +139 +5%
CB
753
Cadence Bank
Mississippi
$360K – – –
AAM
754
Autus Asset Management
Arizona
$358K +$358K +3,106 New
OPA
755
Old Port Advisors
Maine
$355K -$16K -136 -4%
GC
756
Guggenheim Capital
Illinois
$355K +$355K +3,080 New
ACM
757
AlphaStar Capital Management
North Carolina
$354K -$146K -1,272 -29%
BFA
758
Bragg Financial Advisors
North Carolina
$354K – – –
WCWM
759
Willow Creek Wealth Management
California
$354K +$1.15K +10 +0.3%
BIA
760
BHK Investment Advisors
Alabama
$352K -$5.76K -50 -2%
MCM
761
Murphy Capital Management
New Jersey
$351K -$5.75K -50 -2%
CAN
762
Claraphi Advisory Network
United States
$350K +$11.8K +102 +3%
TNBTD
763
Trustmark National Bank Trust Department
Mississippi
$349K – – –
1832 Asset Management
764
1832 Asset Management
Ontario, Canada
$347K -$34.6K -300 -9%
VAS
765
Vestmark Advisory Solutions
Massachusetts
$346K -$155K -1,348 -31%
AA
766
Advisory Alpha
Michigan
$346K +$139K +1,190 +67%
CC
767
Claybrook Capital
Massachusetts
$345K – – –
S
768
SimplyRich
California
$343K +$343K +2,981 New
HCIA
769
Hochman Cole Investment Advisors
Illinois
$342K – – –
SMG
770
Smart Money Group
Texas
$337K +$2.65K +23 +0.8%
AOWM
771
Alpha Omega Wealth Management
Virginia
$335K +$346 +3 +0.1%
TW
772
Transform Wealth
Colorado
$335K +$4.95K +43 +2%
SDWMA
773
Schneider Downs Wealth Management Advisors
Pennsylvania
$334K – – –
ST
774
Sageworth Trust
Pennsylvania
$332K – – –
RG
775
Rikoon Group
New Mexico
$330K -$1.85K -16 -0.6%
29 30
31
32 33