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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$91.7M
2
TF
Trek Financial
Arizona
+$75.4M
3
CL
Cabana LLC
Arkansas
+$55.4M
4
PAS
Park Avenue Securities
New York
+$45.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$86.8M
2
SCA
Stuart Chaussee & Associates
California
-$26.1M
3
CSIA
Charles Schwab Investment Advisory
California
-$19.1M
4
TFA
Transamerica Financial Advisors
Florida
-$14.2M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$9.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
901
Capital Asset Advisory Services
Michigan
$234K +$234K +1,960 New
Comerica Bank
902
Comerica Bank
Texas
$234K +$234K +1,967 New
DY
903
Dowling & Yahnke
California
$233K -$1.44K -12 -0.6%
MSA
904
Marino Stram & Associates
Massachusetts
$233K +$233K +1,947 New
JHCP
905
Jackson Hole Capital Partners
Oklahoma
$232K – – –
LCM
906
LVM Capital Management
Michigan
$231K -$9.55K -80 -4%
TNB
907
Thomasville National Bank
Georgia
$231K – – –
VCM
908
Vivaldi Capital Management
Illinois
$231K – – –
Neuberger Berman Group
909
Neuberger Berman Group
New York
$228K – – –
RC
910
Roundview Capital
New Jersey
$227K – – –
EC
911
Estate Counselors
Wisconsin
$227K – – –
BWM
912
Buckley Wealth Management
Nevada
$226K – – –
PCG
913
Private Capital Group
Connecticut
$226K +$41.8K +350 +23%
MIC
914
Means Investment Company
Maine
$225K -$6.47K -54 -3%
W
915
Wealthquest
Ohio
$223K +$223K +1,872 New
SFWA
916
Summit Financial Wealth Advisors
Louisiana
$222K – – –
WCM
917
Wealthcare Capital Management
Virginia
$221K – – –
CCM
918
Cribstone Capital Management
Maine
$219K – – –
IWS
919
Insight Wealth Strategies
California
$219K +$219K +1,830 New
BCCM
920
Bridge Creek Capital Management
Massachusetts
$219K +$219K +1,834 New
HCM
921
Howland Capital Management
Massachusetts
$218K -$11.9K -100 -5%
FWM
922
Frontier Wealth Management
Missouri
$218K – – –
GAG
923
GM Advisory Group
New York
$216K +$216K +1,806 New
OCM
924
Orleans Capital Management
Louisiana
$215K – – –
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$215K – – –
35 36
37
38 39