VIG icon

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 %
NCM
826
Northwest Capital Management
Oregon
$268K – – –
BHB
827
Bank Hapoalim BM
Israel
$265K – – –
RCM
828
Radnor Capital Management
Pennsylvania
$265K – – –
BFIC
829
Bedell Frazier Investment Counselling
California
$265K +$265K +2,300 New
WP
830
WealthSource Partners
California
$265K +$265K +2,303 New
AIM
831
Aspen Investment Management
Michigan
$264K -$46.1K -400 -15%
SWM
832
Selective Wealth Management
Virginia
$262K +$262K +2,272 New
RW
833
RVW Wealth
California
$261K +$26.4K +229 +11%
Schroder Investment Management Group
834
Schroder Investment Management Group
United Kingdom
$259K -$9.23K -80 -3%
EWM
835
Executive Wealth Management
Michigan
$258K +$22.1K +192 +9%
AAM
836
Aureus Asset Management
Massachusetts
$257K – – –
SBIA
837
Sheaff Brock Investment Advisors
Indiana
$256K -$155K -1,347 -38%
TW
838
TrinityPoint Wealth
Connecticut
$256K – – –
PWMAG
839
Pinnacle Wealth Management Advisory Group
New Jersey
$256K +$11.5K +100 +5%
OIWM
840
OptiFour Integrated Wealth Management
Virginia
$253K -$5.99K -52 -2%
BOTW
841
Bank of the West
California
$253K – – –
IAA
842
Ironsides Asset Advisors
North Carolina
$253K – – –
SCP
843
Silverleafe Capital Partners
Tennessee
$252K +$1.84K +16 +0.7%
UR
844
USCA RIA
Texas
$251K +$251K +2,181 New
EWG
845
Executive Wealth Group
Washington
$249K – – –
SPL
846
Smart Portfolios LLC
Washington
$248K -$277K -2,403 -53%
Wealth Enhancement Advisory Services
847
Wealth Enhancement Advisory Services
Minnesota
$247K +$1.08K +9 +0.4%
MWM
848
Marietta Wealth Management
Georgia
$245K -$69.1K -599 -22%
SBL
849
Sargent Bickham Lagudis
Colorado
$245K -$4.26K -37 -2%
CA
850
Calton & Associates
Florida
$243K – – –
32 33
34
35 36