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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 %
FGAM
1001
Financial Gravity Asset Management
Texas
$12K -$126K -1,047 -91%
PCA
1002
Providence Capital Advisors
North Carolina
$12K -$18K -153 -60%
CA
1003
Centerpoint Advisors
Massachusetts
$12K – – –
TCM
1004
Tradewinds Capital Management
Washington
$12K – – –
CWM
1005
Cedar Wealth Management
California
$11K – – –
CQS
1006
Credential Qtrade Securities
$9.33K +$5.53K +48 +145%
SIA
1007
SeaBridge Investment Advisors
New Jersey
$7K – – –
MF
1008
Manchester Financial
California
$7K +$7K +59 New
AIP
1009
Ameritas Investment Partners
Nebraska
$7K +$7K +62 New
BWA
1010
Burt Wealth Advisors
Maryland
$7K +$7K +63 New
MA
1011
MCF Advisors
Kentucky
$6K – – –
HGWM
1012
Harvest Group Wealth Management
Massachusetts
$6K +$2.17K +21 +57%
MWM
1013
Meridian Wealth Management
Kentucky
$5.69K -$2.17K -1,885 -28%
EFSCE
1014
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
BC
1015
Barnett & Company
Tennessee
$5K – – –
MWM
1016
Merriman Wealth Management
Washington
$4.34K -$280 -242 -6%
JWA
1017
JFS Wealth Advisors
Pennsylvania
$4K +$111 +1 +3%
BA
1018
Belvedere Advisors
California
$3K -$427K -3,412 -99%
JWM
1019
Janiczek Wealth Management
Colorado
$3K -$13.8K -115 -82%
CFN
1020
Cordasco Financial Network
Florida
$3K – – –
IFAM
1021
Institutional & Family Asset Management
Colorado
$2K – – –
FCAS
1022
First Command Advisory Services
Texas
$2K +$2K +43 New
CPIA
1023
Cornell Pochily Investment Advisors
New York
$1.52K +$229 +1,989 +18%
BRWM
1024
B. Riley Wealth Management
Tennessee
$1.28K -$315 -2,732 -20%
LPWM
1025
Lake Point Wealth Management
Texas
$1K – – –
39 40
41
42 43