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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
1
Bank of America
North Carolina
$2.08B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$531M
3
UBS Group
3
UBS Group
Switzerland
$592M
4
Morgan Stanley
4
Morgan Stanley
New York
$744M
5
Goldman Sachs
5
Goldman Sachs
New York
$139M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$8.53M
2
CSIA
2
Charles Schwab Investment Advisory
California
$359M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
MB
4
Mizuho Bank
Japan
$0
5
ZB
5
Zions Bancorporation
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
76
Nicholas Hoffman & Company
Georgia
$15.2M +$426K +4,345 +3%
ECG
77
Edge Capital Group
Georgia
$15M +$15M +152,695 New
QCM
78
Quest Capital Management
Texas
$14.8M +$14.8M +151,128 New
AA
79
Ancora Advisors
Ohio
$14.6M +$107K +1,090 +0.7%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$14.6M +$3.21M +32,735 +28%
CAL
81
Capital Advisors Ltd
Ohio
$14.5M +$367K +3,484 +3%
SI
82
SimpliFi Inc
California
$14.4M +$1.01M +10,349 +8%
WA
83
Wealth Architects
California
$13.8M +$923K +9,421 +7%
DWM
84
Doyle Wealth Management
Florida
$13.7M +$18.7K +191 +0.1%
GC
85
Gibson Capital
Pennsylvania
$13.2M – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$13.1M +$1.03M +10,527 +9%
AIA
87
Arrow Investment Advisors
Maryland
$12.8M +$12.8M +130,512 New
NFC
88
Northeast Financial Consultants
Connecticut
$12.5M +$6.48M +66,150 +107%
NFG
89
NewFocus Financial Group
Washington
$12.3M +$1.78M +18,134 +17%
PA
90
Paracle Advisors
Washington
$12.3M -$2.11M -21,570 -15%
LWANC
91
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.2M +$12.2M +124,957 New
CRC
92
Curi RMB Capital
Illinois
$12.2M -$795K -8,118 -6%
GLLW
93
Graves Light Lenhart Wealth
Virginia
$12.1M +$12.1M +123,958 New
WP
94
WMS Partners
Maryland
$12.1M -$85K -868 -0.7%
TCM
95
TD Capital Management
Tennessee
$12.1M +$27K +276 +0.2%
BFG
96
Beacon Financial Group
Texas
$12.1M +$655K +6,756 +6%
PP
97
PagnatoKarp Partners
Virginia
$12M -$721K -7,361 -6%
WIC
98
Whitegate Investment Counselors
New Hampshire
$11.8M +$56.6K +578 +0.5%
FAAS
99
First Allied Advisory Services
California
$11.8M +$1.06M +10,795 +10%
HCM
100
HM Capital Management
Missouri
$11.5M +$7.84K +80 +0.1%
2 3
4
5 6