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 %
WA
926
Winfield Associates
Ohio
$125K – – –
OC
927
Oakworth Capital
Alabama
$119K – – –
WEC
928
Winslow Evans & Crocker
Massachusetts
$118K -$11.8K -100 -9%
BFC
929
Bedel Financial Consulting
Indiana
$118K – – –
SFG
930
SevenBridge Financial Group
Pennsylvania
$116K +$114K +985 +4,690%
FFC
931
First Financial Corp
Indiana
$115K – – –
ME
932
McIlrath & Eck
Washington
$114K – – –
BlackRock
933
BlackRock
New York
$114K +$462 +4 +0.4%
FHA
934
First Horizon Advisors
Tennessee
$114K +$33.6K +294 +42%
CIAS
935
Capital Investment Advisory Services
North Carolina
$101K -$4.68K -40 -4%
RBC
936
Roble Belko & Company
Pennsylvania
$101K – – –
BBPWM
937
Blue Bell Private Wealth Management
Pennsylvania
$99K -$11.5K -100 -10%
WCM
938
Whitener Capital Management
North Carolina
$99K – – –
LIA
939
LS Investment Advisors
Michigan
$98K – – –
PFBT
940
Parkside Financial Bank & Trust
Missouri
$97K – – –
SIM
941
Sonora Investment Management
Arizona
$90K +$46.8K +407 +109%
TA
942
TCG Advisors
Texas
$88K -$11.5K -99 -12%
HCM
943
Hilton Capital Management
New York
$86K +$86K +750 New
SL
944
Salomon & Ludwin
Virginia
$81K – – –
NC
945
NewSquare Capital
Pennsylvania
$80K – – –
DWM
946
Destination Wealth Management
California
$73K -$90.7K -793 -55%
MWC
947
MBM Wealth Consultants
Missouri
$72K – – –
AC
948
Avestar Capital
New York
$69K – – –
THWM
949
Taylor Hoffman Wealth Management
Virginia
$69K – – –
CFB
950
Cullen/Frost Bankers
Texas
$66K -$695 -6 -1%
36 37
38
39 40