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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 %
FNC
801
First National Corp
Massachusetts
$302K -$692 -6 -0.2%
PWLP
802
Prio Wealth Limited Partnership
Massachusetts
$302K – – –
GFS
803
GYL Financial Synergies
Connecticut
$302K +$230 +2 +0.1%
NCM
804
Next Capital Management
New York
$301K +$60.1K +522 +25%
OWD
805
Osborn Williams & Donohoe
Ohio
$300K -$921 -8 -0.3%
VBFP
806
Valtinson Bruner Financial Planning
Minnesota
$296K – – –
BWM
807
Baystate Wealth Management
Massachusetts
$293K -$20.8K -179 -7%
OAM
808
Oak Asset Management
California
$290K – – –
Man Group
809
Man Group
United Kingdom
$288K +$57.6K +500 +25%
KTM
810
Keeler Thomas Management
Utah
$287K – – –
LIA
811
LBMC Investment Advisors
Tennessee
$285K +$1.38K +12 +0.5%
HCM
812
Hengehold Capital Management
Ohio
$284K +$460 +4 +0.2%
HDIM
813
Hanson & Doremus Investment Management
Vermont
$283K -$11.7K -102 -4%
P
814
&Partners
Tennessee
$282K -$5.76K -50 -2%
RCYC
815
Richard C. Young & Co
Rhode Island
$281K +$46.6K +405 +20%
ECAM
816
East Coast Asset Management
Massachusetts
$280K +$1.04K +9 +0.4%
AF
817
Allworth Financial
California
$278K -$47.1K -409 -14%
KIA
818
Kopp Investment Advisors
Minnesota
$276K – – –
PW
819
Peninsula Wealth
California
$276K +$4.26K +37 +2%
ATC
820
Argent Trust Co
Tennessee
$274K +$7.15K +62 +3%
OAM
821
Occidental Asset Management
California
$274K +$274K +2,376 New
CW
822
CreativeOne Wealth
Kansas
$273K +$19.3K +168 +8%
CA
823
CapWealth Advisors
Tennessee
$272K – – –
CCP
824
Cardan Capital Partners
Colorado
$271K – – –
CCM
825
Crossvault Capital Management
Texas
$270K – – –
31 32
33
34 35