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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 %
BBA
901
BLB&B Advisors
Pennsylvania
$202K +$202K +1,750 New
CHC
902
City Holding Co
West Virginia
$193K +$96.8K +840 +101%
FRA
903
Front Row Advisors
California
$186K -$9.42K -82 -5%
SG Americas Securities
904
SG Americas Securities
New York
$184K – – –
EK
905
Evensky & Katz
Florida
$177K +$1.5K +13 +0.9%
BRC
906
Bell Rock Capital
Delaware
$172K +$1.03K +9 +0.6%
SCA
907
Stonebridge Capital Advisors
Minnesota
$167K +$167K +1,451 New
BBHC
908
Brown Brothers Harriman & Co
New York
$165K +$15.4K +134 +10%
MCM
909
MV Capital Management
Maryland
$163K – – –
GSWM
910
Golden State Wealth Management
California
$158K -$129K -1,124 -45%
PCG
911
Private Capital Group
Connecticut
$158K -$35.8K -350 -18%
CWM
912
Consultiva Wealth Management
Puerto Rico
$158K +$158K +1,023 New
GAM
913
Gemmer Asset Management
California
$155K -$76K -659 -33%
AI
914
ArchPoint Investors
Florida
$154K – – –
NSB
915
Norway Savings Bank
Maine
$152K +$74.4K +645 +96%
FANJ
916
Financial Architects (New Jersey)
New Jersey
$148K +$10.7K +93 +8%
PVH
917
Psagot Value Holdings
Israel
$138K – – –
PO
918
Private Ocean
California
$136K – – –
GWS
919
Glassman Wealth Services
Virginia
$135K – – –
MCM
920
Manchester Capital Management
Vermont
$133K – – –
AWM
921
AllSquare Wealth Management
New York
$130K – – –
RA
922
Rational Advisors
New York
$130K +$21.1K +183 +19%
EWM
923
Edge Wealth Management
New York
$128K -$14.4K -125 -10%
1IA
924
1834 Investment Advisors
Wisconsin
$128K +$461 +4 +0.4%
SMFS
925
Squar Milner Financial Services
California
$126K -$236K -2,040 -65%
35 36
37
38 39