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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 %
FA
926
Fortis Advisors
Pennsylvania
$49K +$486 +5 +1%
AIM
927
Advantage Investment Management
Iowa
$47K – – –
LWM
928
Liberty Wealth Management
California
$46K +$46K +471 New
CWA
929
Clarus Wealth Advisors
Arizona
$43K +$492 +5 +1%
FHA
930
First Horizon Advisors
Tennessee
$42K -$362K -3,697 -90%
BAM
931
Barrett Asset Management
New York
$42K -$31.6K -320 -43%
IF
932
Ironwood Financial
Arizona
$42K – – –
PGWM
933
Parisi Gray Wealth Management
New Jersey
$40K +$98 +1 +0.2%
APSP
934
Asset Planning Services (Pennsylvania)
Pennsylvania
$35K +$197 +2 +0.6%
WWM
935
Willingdon Wealth Management
North Carolina
$34K – – –
DAM
936
Delta Asset Management
Tennessee
$34K +$34K +347 New
GWMIA
937
Global Wealth Management Investment Advisory
Florida
$34K +$34K +351 New
CAL
938
Capital Analysts LLC
Pennsylvania
$33K -$34.8K -356 -51%
FPB
939
First PREMIER Bank
South Dakota
$31K -$1.37K -14 -4%
OAM
940
Oppenheimer Asset Management
New York
$31K +$31K +316 New
RAM
941
Riggs Asset Management
Pennsylvania
$30K -$127K -1,300 -81%
EI
942
Ellevest Inc
New York
$30K +$30K +310 New
FCMT
943
Founders Capital Management (Texas)
Texas
$29K – – –
PAI
944
Pittenger & Anderson Inc
Nebraska
$27K -$37.1K -375 -58%
DWA
945
Dougherty Wealth Advisers
Minnesota
$26K +$26K +252 New
LFG
946
Larson Financial Group
Missouri
$26K +$26K +270 New
CH
947
Canton Hathaway
Rhode Island
$22K – – –
SIS
948
Sound Income Strategies
Florida
$20K -$1.7K -17 -8%
BBA
949
Braun-Bostich & Associates
Pennsylvania
$20K – – –
LPC
950
Loeb Partners Corp
New York
$20K +$20K +200 New
36 37
38
39 40