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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 %
LA
776
LVW Advisors
New York
$330K – – –
HMC
777
Harvard Management Company
Massachusetts
$329K – – –
SDAM
778
Shulman DeMeo Asset Management
New York
$328K +$805 +7 +0.2%
CWP
779
Capital Wealth Planning
Florida
$328K +$328K +2,845 New
RF
780
RHS Financial
California
$327K – – –
WPA
781
West Paces Advisors
Georgia
$324K -$37.3K -324 -10%
FWM
782
Focused Wealth Management
New York
$323K -$1.5K -13 -0.5%
VFPI
783
Vantage Financial Partners (Illinois)
Illinois
$322K – – –
JCM
784
Jacobi Capital Management
Pennsylvania
$321K -$7.03K -61 -2%
SLA
785
Silver Lake Advisory
Utah
$320K +$48.1K +417 +18%
FCFS
786
First Command Financial Services
Texas
$319K – – –
FCB
787
First Command Bank
Texas
$319K – – –
FCFC
788
First Commonwealth Financial Corp
Pennsylvania
$319K +$319K +2,773 New
MRC
789
Millburn Ridgefield Corp
New York
$318K -$34.5K -300 -10%
IP
790
Investment Partners
Ohio
$317K +$2.76K +24 +0.9%
UBS AM
791
UBS AM
Illinois
$317K -$33.6K -292 -10%
Betterment LLC
792
Betterment LLC
New York
$314K +$97.8K +849 +45%
OWM
793
Orgel Wealth Management
Wisconsin
$311K +$11.1K +96 +4%
BF
794
Blankinship & Foster
California
$310K – – –
CIC
795
Cornercap Investment Counsel
Georgia
$308K +$308K +2,671 New
TWA
796
TCI Wealth Advisors
Arizona
$307K +$25.4K +220 +9%
CDH
797
Charles D. Hyman
$306K +$1.84K +16 +0.6%
RMDI
798
R.M. Davis Inc
Maine
$305K – – –
CDIA
799
Capital Directions Investment Advisors
Georgia
$305K – – –
AWS
800
AJ Wealth Strategies
New York
$304K -$96.4K -837 -24%
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32
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