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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$91.7M
2
TF
Trek Financial
Arizona
+$75.4M
3
CL
Cabana LLC
Arkansas
+$55.4M
4
PAS
Park Avenue Securities
New York
+$45.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$86.8M
2
SCA
Stuart Chaussee & Associates
California
-$26.1M
3
CSIA
Charles Schwab Investment Advisory
California
-$19.1M
4
TFA
Transamerica Financial Advisors
Florida
-$14.2M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
801
GYL Financial Synergies
Connecticut
$353K +$39.3K +328 +13%
LWM
802
Lyell Wealth Management
California
$352K -$65.7K -550 -16%
SMG
803
Smart Money Group
Texas
$352K +$1.56K +13 +0.4%
CWP
804
Capital Wealth Planning
Florida
$351K +$12K +101 +4%
SDWMA
805
Schneider Downs Wealth Management Advisors
Pennsylvania
$347K – – –
RG
806
Rikoon Group
New Mexico
$343K +$479 +4 +0.1%
HMC
807
Harvard Management Company
Massachusetts
$342K – – –
SDAM
808
Shulman DeMeo Asset Management
New York
$341K +$478 +4 +0.1%
BOTW
809
Bank of the West
California
$341K +$77.8K +650 +30%
RF
810
RHS Financial
California
$340K – – –
AOWM
811
Alpha Omega Wealth Management
Virginia
$337K -$13.1K -109 -4%
WPA
812
West Paces Advisors
Georgia
$336K – – –
ACM
813
Advisors Capital Management
New Jersey
$336K -$42.5K -356 -11%
JCM
814
Jacobi Capital Management
Pennsylvania
$334K +$956 +8 +0.3%
FWM
815
Focused Wealth Management
New York
$332K -$3.47K -29 -1%
FCFC
816
First Commonwealth Financial Corp
Pennsylvania
$332K – – –
FCFS
817
First Command Financial Services
Texas
$331K – – –
FCB
818
First Command Bank
Texas
$331K – – –
PWLP
819
Prio Wealth Limited Partnership
Massachusetts
$326K +$11.9K +100 +4%
OPA
820
Old Port Advisors
Maine
$324K -$34.3K -290 -10%
F
821
F3Logic
Minnesota
$323K -$186K -1,554 -36%
OWM
822
Orgel Wealth Management
Wisconsin
$323K – – –
SG Americas Securities
823
SG Americas Securities
New York
$323K +$132K +1,100 +69%
CDH
824
Charles D. Hyman
$319K +$1.08K +9 +0.3%
MWPCG
825
Measured Wealth Private Client Group
New Hampshire
$317K -$121K -1,013 -28%
31 32
33
34 35