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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 %
BWM
776
Baystate Wealth Management
Massachusetts
$262K -$53.5K -519 -17%
AAM
777
Aureus Asset Management
Massachusetts
$262K – – –
RT
778
Rockland Trust
Massachusetts
$261K – – –
FNC
779
First National Corp
Massachusetts
$261K +$261K +2,668 New
CDH
780
Charles D. Hyman
$260K +$1.86K +19 +0.7%
PWLP
781
Prio Wealth Limited Partnership
Massachusetts
$257K – – –
OWM
782
Orgel Wealth Management
Wisconsin
$255K – – –
NCM
783
Novare Capital Management
North Carolina
$255K +$57.2K +585 +29%
HDIM
784
Hanson & Doremus Investment Management
Vermont
$250K -$13K -133 -5%
PHS
785
Pekin Hardy Strauss
Illinois
$250K -$7.35K -75 -3%
ECAM
786
East Coast Asset Management
Massachusetts
$248K -$42K -429 -14%
GKWIM
787
Gerber Kawasaki Wealth & Investment Management
California
$248K +$3.22K +33 +1%
BHB
788
Bank Hapoalim BM
Israel
$245K – – –
EDRH
789
Edmond de Rothschild Holding
Switzerland
$245K – – –
HCM
790
Hengehold Capital Management
Ohio
$245K +$4.6K +47 +2%
P
791
&Partners
Tennessee
$245K +$245K +2,498 New
CCM
792
Crossvault Capital Management
Texas
$242K – – –
OAM
793
Oak Asset Management
California
$242K +$293 +3 +0.1%
CW
794
CreativeOne Wealth
Kansas
$242K +$242K +2,470 New
GGI
795
Godsey & Gibb Inc
Virginia
$241K +$241K +2,460 New
TWA
796
TCI Wealth Advisors
Arizona
$239K +$685 +7 +0.3%
FPS
797
Fieldpoint Private Securities
Connecticut
$239K +$82.8K +847 +53%
KTM
798
Keeler Thomas Management
Utah
$235K -$382K -3,899 -62%
MWM
799
Marietta Wealth Management
Georgia
$235K -$144K -1,473 -38%
KIA
800
Kopp Investment Advisors
Minnesota
$235K – – –
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32
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