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
$287M
2
Bank of America
Bank of America
North Carolina
$2.18B
3
FIA
Foundations Investment Advisors
Arizona
$43.5M
4
CWM
Connecticut Wealth Management
Connecticut
$32.8M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$95.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$64.2M
2
PAS
Park Avenue Securities
New York
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$188M
4
JPLA
Joseph P. Lucia & Associates
New York
$238K
5
CSIA
Charles Schwab Investment Advisory
California
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
951
Liberty Wealth Management
California
$66K +$11.7K +101 +21%
VCM
952
Vigilant Capital Management
Maine
$63K -$8.12K -71 -11%
CB
953
CNB Bank
Pennsylvania
$62K – – –
PWP
954
Personal Wealth Partners
Minnesota
$62K +$62K +540 New
RFA
955
Reilly Financial Advisors
California
$61K – – –
HI
956
Hudock Inc
Pennsylvania
$61K +$574 +5 +1%
FA
957
Fortis Advisors
Pennsylvania
$59K +$465 +4 +0.8%
GT
958
Glenmede Trust
Pennsylvania
$57.8K -$909 -7,893 -2%
TFA
959
Toth Financial Advisory
Virginia
$56K +$56K +490 New
QAM
960
QCI Asset Management
New York
$54K – – –
AWM
961
Avondale Wealth Management
Texas
$52K -$134K -1,167 -72%
TAIM
962
TD Ameritrade Investment Management
Nebraska
$51K +$51K +441 New
IF
963
Ironwood Financial
Arizona
$50K – – –
WIM
964
Westside Investment Management
California
$49.9K +$49.9K +44,690 New
BAM
965
Barrett Asset Management
New York
$49K – – –
CWA
966
Clarus Wealth Advisors
Arizona
$48K +$344 +3 +0.7%
PW
967
Price Wealth
Texas
$47K +$47K +410 New
CH
968
Canton Hathaway
Rhode Island
$45K +$19.1K +166 +74%
RFWA
969
RPg Family Wealth Advisory
Massachusetts
$43.8K – – –
BNP Paribas Financial Markets
970
BNP Paribas Financial Markets
France
$43.5K +$5.99K +52 +16%
WWM
971
Willingdon Wealth Management
North Carolina
$40K – – –
GWMIA
972
Global Wealth Management Investment Advisory
Florida
$40K – – –
MAU
973
MRA Associates USA
Arizona
$39.4K – – –
CAL
974
Capital Analysts LLC
Pennsylvania
$39K – – –
PCTC
975
Perkins Coie Trust Company
Washington
$38K -$31.2K -268 -45%
37 38
39
40 41