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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

910 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$509M
2
GT
2
Glenmede Trust
Pennsylvania
$62.7M
3
MB
3
Mizuho Bank
Japan
$49.8M
4
ZB
4
Zions Bancorporation
Utah
$49.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$734M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$197M
2
JFA
2
JNBA Financial Advisors
Minnesota
$321K
3
FTIOP
3
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
76
Carroll Financial Associates
North Carolina
$16.7M +$100K +906 +0.6%
NHC
77
Nicholas Hoffman & Company
Georgia
$16.7M +$650K +5,870 +4%
AA
78
Ancora Advisors
Ohio
$16.4M +$78.7K +711 +0.5%
PA
79
Paracle Advisors
Washington
$16.2M -$2.29M -20,660 -12%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$15.8M +$437K +3,945 +3%
DWM
81
Doyle Wealth Management
Florida
$15.4M +$79.9K +722 +0.5%
SI
82
SimpliFi Inc
California
$15.1M +$2.44M +22,029 +19%
GC
83
Gibson Capital
Pennsylvania
$14.9M -$103K -934 -0.7%
CAL
84
Capital Advisors Ltd
Ohio
$14.9M -$22.9K -207 -0.2%
CRC
85
Curi RMB Capital
Illinois
$14.7M +$138K +1,249 +1%
WA
86
Wealth Architects
California
$14.5M +$1.01M +9,143 +7%
PP
87
PagnatoKarp Partners
Virginia
$14.4M -$208K -1,872 -1%
VWM
88
Venturi Wealth Management
Texas
$13.9M -$2.3M -20,671 -14%
WP
89
WMS Partners
Maryland
$13.8M -$57K -515 -0.4%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$13.7M +$870K +7,858 +7%
TCM
91
TD Capital Management
Tennessee
$13.6M -$17.9K -162 -0.1%
WIC
92
Whitegate Investment Counselors
New Hampshire
$13.3M -$74.6K -674 -0.6%
BFG
93
Beacon Financial Group
Texas
$13M -$273K -2,466 -2%
HCM
94
HM Capital Management
Missouri
$12.9M -$35.5K -321 -0.3%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$12.9M -$1.11M -10,022 -8%
SFG
96
StrategIQ Financial Group
Indiana
$12.8M +$209K +1,890 +2%
BMCM
97
Bryn Mawr Capital Management
Pennsylvania
$12.5M -$1.14M -10,265 -8%
IFA
98
Interactive Financial Advisors
Illinois
$12.4M -$350K -3,158 -3%
FSA
99
Financial Sense Advisors
California
$12.3M -$146K -1,317 -1%
FAAS
100
First Allied Advisory Services
California
$12.1M +$1.64M +14,774 +16%
2 3
4
5 6