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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 %
MWM
826
Mission Wealth Management
California
$215K – – –
TW
827
Transform Wealth
Colorado
$215K – – –
RCYC
828
Richard C. Young & Co
Rhode Island
$213K +$213K +2,171 New
EWG
829
Executive Wealth Group
Washington
$212K – – –
AIM
830
Anchor Investment Management
South Carolina
$212K +$9.11K +93 +4%
Wealth Enhancement Advisory Services
831
Wealth Enhancement Advisory Services
Minnesota
$211K +$1.24K +12 +0.6%
IAM
832
Integre Asset Management
New York
$210K – – –
SXL
833
Summit X LLC
Missouri
$209K -$9.15K -94 -4%
PWMAG
834
Pinnacle Wealth Management Advisory Group
New Jersey
$208K – – –
IFAM
835
Institutional & Family Asset Management
Colorado
$207K +$3.03K +31 +1%
TW
836
TrinityPoint Wealth
Connecticut
$206K +$206K +2,101 New
EWM
837
Executive Wealth Management
Michigan
$204K +$204K +2,080 New
HW
838
Hancock Whitney
Mississippi
$204K +$204K +2,082 New
SCP
839
Silverleafe Capital Partners
Tennessee
$203K +$1.86K +19 +0.9%
CF
840
Corrigan Financial
Rhode Island
$202K – – –
RWM
841
RKL Wealth Management
Pennsylvania
$201K -$10.2K -104 -5%
ZIC
842
ZWJ Investment Counsel
Georgia
$200K -$5.87K -60 -3%
Deutsche Bank
843
Deutsche Bank
Germany
$191K -$23.8K -243 -11%
CFA
844
Clarfeld Financial Advisors
New York
$189K +$189K +1,932 New
SGS
845
Sterling Global Strategies
California
$188K +$188K +1,919 New
WCM
846
Wealthcare Capital Management
Virginia
$181K – – –
CCM
847
Cribstone Capital Management
Maine
$180K – – –
MPWT
848
MassMutual Private Wealth & Trust
Connecticut
$169K -$9.01K -92 -5%
PCA
849
Peddock Capital Advisors
Massachusetts
$168K – – –
GWS
850
Glassman Wealth Services
Virginia
$162K – – –
32 33
34
35 36