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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 %
AIM
976
Advantage Investment Management
Iowa
$38K -$16.4K -143 -30%
FPB
977
First PREMIER Bank
South Dakota
$37K – – –
OAM
978
Oppenheimer Asset Management
New York
$36K -$1.05K -9 -3%
FCMT
979
Founders Capital Management (Texas)
Texas
$35K – – –
IRC
980
Investors Research Corp
Georgia
$35K – – –
LFG
981
Larson Financial Group
Missouri
$35K +$3.61K +31 +11%
LWM
982
Lenox Wealth Management
Ohio
$31K +$15.8K +139 +105%
DWA
983
Dougherty Wealth Advisers
Minnesota
$29K – – –
DAM
984
Delta Asset Management
Tennessee
$24K -$16.4K -141 -41%
SMFG
985
Sumitomo Mitsui Financial Group
Japan
$24K +$24K +210 New
CIA
986
Cascade Investment Advisors
Oregon
$23K – – –
SIS
987
Sound Income Strategies
Florida
$23K – – –
BBA
988
Braun-Bostich & Associates
Pennsylvania
$23K – – –
LC
989
Lindbrook Capital
California
$21K – – –
PWMG
990
Prestige Wealth Management Group
New Jersey
$20K – – –
SNT
991
Security National Trust
West Virginia
$17K -$121K -1,070 -88%
IBOK
992
Independence Bank of Kentucky
Kentucky
$16K – – –
EI
993
Ellevest Inc
New York
$15K – – –
APSP
994
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K -$26.7K -233 -66%
PAI
995
Pittenger & Anderson Inc
Nebraska
$14K – – –
GAM
996
Griffin Asset Management
New York
$14K +$14K +125 New
RAM
997
Riggs Asset Management
Pennsylvania
$13K -$47.3K -411 -78%
AP
998
Atwood & Palmer
Missouri
$13K – – –
EAM
999
Eukles Asset Management
Ohio
$13K – – –
ETI
1000
Enterprise Trust & Investment
California
$13K +$13K +109 New
38 39
40
41 42