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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 %
APG
926
Abacus Planning Group
South Carolina
$215K +$838 +7 +0.4%
MC
927
Miramar Capital
Illinois
$215K +$215K +1,798 New
CNBT
928
Canandaigua National Bank & Trust
New York
$213K – – –
GC
929
Guggenheim Capital
Illinois
$212K -$156K -1,308 -42%
HCIA
930
Hochman Cole Investment Advisors
Illinois
$212K -$144K -1,200 -40%
SDWIA
931
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K – – –
WPC
932
White Pine Capital
Minnesota
$211K +$211K +1,765 New
SWM
933
Selective Wealth Management
Virginia
$209K -$62.8K -525 -23%
AA
934
Advisory Alpha
Michigan
$206K -$140K -1,194 -40%
MAA
935
Matrix Asset Advisors
New York
$204K +$204K +1,703 New
EPA
936
Element Pointe Advisors
Florida
$203K +$203K +1,700 New
GW
937
GW & Wade
Massachusetts
$202K +$202K +1,686 New
BO
938
Bank OZK
Arkansas
$202K +$202K +1,692 New
CHC
939
City Holding Co
West Virginia
$200K – – –
CSIC
940
Clifford Swan Investment Counsel
California
$200K +$200K +1,674 New
RIA
941
Realta Investment Advisors
Delaware
$196K -$229K -1,922 -54%
FRA
942
Front Row Advisors
California
$193K -$958 -8 -0.5%
FHA
943
First Horizon Advisors
Tennessee
$190K +$70.7K +592 +59%
EK
944
Evensky & Katz
Florida
$184K +$837 +7 +0.5%
BRC
945
Bell Rock Capital
Delaware
$182K +$603 +5 +0.3%
HGWM
946
Harvest Group Wealth Management
Massachusetts
$172K +$165K +1,377 +2,374%
MCM
947
MV Capital Management
Maryland
$169K – – –
IIC
948
Integrated Investment Consultants
Michigan
$167K -$483 -482 -0.3%
RFA
949
Reilly Financial Advisors
California
$167K +$104K +870 +164%
GSWM
950
Golden State Wealth Management
California
$164K +$358 +3 +0.2%
36 37
38
39 40