VIG icon

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

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$8.53M
2
CSIA
Charles Schwab Investment Advisory
California
$359M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$140M
4
MB
Mizuho Bank
Japan
$0
5
ZB
Zions Bancorporation
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
976
M&R Capital Management
New Jersey
$5K – – –
BC
977
Barnett & Company
Tennessee
$4K – – –
SIAG
978
Signet Investment Advisory Group
Rhode Island
$4K +$4K +45 New
JWA
979
JFS Wealth Advisors
Pennsylvania
$3K – – –
CFN
980
Cordasco Financial Network
Florida
$3K – – –
NA
981
NewEdge Advisors
Louisiana
$2.75K +$1.63K +16,618 +146%
LWM
982
Lenox Wealth Management
Ohio
$2K +$2K +161 New
WAS
983
WESPAC Advisors SoCal
California
$1K -$2K – –
NDSI
984
Newman Dignan & Sheerar Inc
Rhode Island
$415 -$13 -136 -3%
Schroder Investment Management Group
985
Schroder Investment Management Group
United Kingdom
$257 – – –
CF
986
Centaurus Financial
California
$9 +$9 +893 +9,922%
MB
987
Mizuho Bank
Japan
– -$49.8M -450,000 Closed
ZB
988
Zions Bancorporation
Utah
– -$49.3M -445,009 Closed
FIA
989
Foundations Investment Advisors
Arizona
– -$31.1M -280,604 Closed
Two Sigma Investments
990
Two Sigma Investments
New York
– -$19.9M -179,607 Closed
CAS
991
Cue Advisory Services
Arizona
– -$4.34M -39,161 Closed
TFS
992
TrustCore Financial Services
Tennessee
– -$3.18M -28,718 Closed
MGIA
993
Matthew Goff Investment Advisor
Texas
– -$2.48M -22,384 Closed
WI
994
WBI Investments
New Jersey
– -$2.33M -21,046 Closed
BRF
995
B. Riley Financial
California
– -$1.46M -13,184 Closed
IFWM
996
Institute for Wealth Management
Colorado
– -$1.3M -11,694 Closed
FA
997
FDx Advisors
Illinois
– -$1.25M -11,288 Closed
KJWM
998
Kiley Juergens Wealth Management
Washington
– -$944K -8,532 Closed
WC
999
Wexford Capital
Florida
– -$886K -8,005 Closed
Simplex Trading
1000
Simplex Trading
Illinois
– -$850K -7,683 Closed
38 39
40
41 42