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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 %
PCG
801
Private Capital Group
Connecticut
$234K -$4.01K -41 -2%
CA
802
CapWealth Advisors
Tennessee
$231K – – –
PW
803
Peninsula Wealth
California
$231K – – –
CCP
804
Cardan Capital Partners
Colorado
$231K – – –
WCF
805
West Coast Financial
California
$229K -$592K -6,038 -72%
NCM
806
Northwest Capital Management
Oregon
$228K – – –
PC
807
Palo Capital
California
$228K +$228K +2,331 New
SBL
808
Sargent Bickham Lagudis
Colorado
$226K +$5.49K +56 +2%
CFG
809
CMC Financial Group
Georgia
$225K +$225K +2,297 New
RCM
810
Radnor Capital Management
Pennsylvania
$225K +$225K +2,300 New
VBFP
811
Valtinson Bruner Financial Planning
Minnesota
$225K +$225K +2,300 New
MRC
812
Millburn Ridgefield Corp
New York
$224K -$502K -5,127 -69%
OIWM
813
OptiFour Integrated Wealth Management
Virginia
$224K -$397K -4,058 -64%
FWCM
814
Ferguson Wellman Capital Management
Oregon
$224K – – –
ATC
815
Argent Trust Co
Tennessee
$224K +$42.1K +430 +23%
UAS
816
United Asset Strategies
New York
$222K -$5.29K -54 -2%
CC
817
Cadinha & Co
Hawaii
$220K -$27.9K -285 -11%
MYIA
818
Mount Yale Investment Advisors
Colorado
$220K -$20.6K -196 -9%
VCM
819
Violich Capital Management
California
$220K -$14.7K -150 -6%
EWA
820
ERTS Wealth Advisors
Michigan
$219K +$219K +2,236 New
LIA
821
LBMC Investment Advisors
Tennessee
$218K +$1.27K +13 +0.6%
Principal Financial Group
822
Principal Financial Group
Iowa
$218K +$218K +2,228 New
FPCG
823
Fort Pitt Capital Group
Pennsylvania
$218K +$218K +2,230 New
IC
824
Iconiq Capital
California
$217K +$2.26K +23 +1%
GFS
825
GYL Financial Synergies
Connecticut
$217K +$217K +2,219 New
31 32
33
34 35