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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 %
FCA
851
FinTrust Capital Advisors
South Carolina
$160K +$160K +1,632 New
AWM
852
Avondale Wealth Management
Texas
$158K +$158K +1,617 New
WANY
853
Wealthspire Advisors (New York)
New York
$156K +$156K +1,592 New
NS
854
NewDay Solutions
New Hampshire
$155K +$155K +1,580 New
FRA
855
Front Row Advisors
California
$153K – – –
W
856
WealthOne
New York
$151K +$151K +1,543 New
WPA
857
West Paces Advisors
Georgia
$151K – – –
BRC
858
Bell Rock Capital
Delaware
$147K +$3.71K +38 +3%
MSA
859
Marino Stram & Associates
Massachusetts
$146K +$391 +4 +0.3%
LWS
860
Lucia Wealth Services
California
$145K -$58.5K -595 -29%
AF
861
Allworth Financial
California
$145K – – –
AI
862
ArchPoint Investors
Florida
$144K – – –
EK
863
Evensky & Katz
Florida
$140K +$101K +1,034 +260%
MCM
864
MV Capital Management
Maryland
$139K – – –
RA
865
Rational Advisors
New York
$138K +$43.9K +448 +47%
SNT
866
Security National Trust
West Virginia
$129K – – –
GAM
867
Gemmer Asset Management
California
$129K +$52.3K +533 +68%
HCM
868
Hilton Capital Management
New York
$129K +$129K +1,320 New
GI
869
Gradient Investments
Minnesota
$127K +$31K +315 +32%
CAM
870
Columbia Asset Management
Michigan
$126K +$976 +10 +0.8%
BTNA
871
Bremer Trust National Association
Minnesota
$124K -$104K -1,060 -46%
EWM
872
Edge Wealth Management
New York
$121K +$58.8K +600 +94%
IIM
873
Ipswich Investment Management
Massachusetts
$121K +$121K +1,240 New
JA
874
JOYN Advisors
Georgia
$120K – – –
MCM
875
Manchester Capital Management
Vermont
$118K – – –
33 34
35
36 37