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 %
JHCP
876
Jackson Hole Capital Partners
Oklahoma
$223K +$223K +1,940 New
TNB
877
Thomasville National Bank
Georgia
$222K -$5.76K -50 -3%
WCAMG
878
Woodard & Company Asset Management Group
North Carolina
$222K – – –
HCM
879
Howland Capital Management
Massachusetts
$222K – – –
VCM
880
Vivaldi Capital Management
Illinois
$222K +$230 +2 +0.1%
IIC
881
Integrated Investment Consultants
Michigan
$222K +$222K +167,244 New
HCA
882
Hillview Capital Advisors
Pennsylvania
$221K – – –
AIM
883
Anchor Investment Management
South Carolina
$219K -$2.07K -18 -0.9%
RC
884
Roundview Capital
New Jersey
$219K – – –
EC
885
Estate Counselors
Wisconsin
$219K – – –
Neuberger Berman Group
886
Neuberger Berman Group
New York
$219K +$219K +1,903 New
BWM
887
Buckley Wealth Management
Nevada
$218K -$11.2K -97 -5%
PGFC
888
Peapack-Gladstone Financial Corp
New Jersey
$215K – – –
RCG
889
Ruggie Capital Group
Florida
$214K -$3.52M -29,454 -94%
SFWA
890
Summit Financial Wealth Advisors
Louisiana
$214K +$2.99K +26 +1%
GI
891
Gradient Investments
Minnesota
$214K +$143K +1,244 +202%
WCM
892
Wealthcare Capital Management
Virginia
$212K – – –
CCM
893
Cribstone Capital Management
Maine
$211K – – –
FWM
894
Frontier Wealth Management
Missouri
$210K +$230 +2 +0.1%
MPWT
895
MassMutual Private Wealth & Trust
Connecticut
$207K – – –
OCM
896
Orleans Capital Management
Louisiana
$207K +$207K +1,800 New
APG
897
Abacus Planning Group
South Carolina
$206K +$206K +1,789 New
CNBT
898
Canandaigua National Bank & Trust
New York
$205K +$205K +1,783 New
SDWIA
899
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$204K +$204K +1,770 New
MCP
900
Mirador Capital Partners
California
$204K +$204K +1,773 New
34 35
36
37 38