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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.35B
2
TF
Trek Financial
Arizona
$127M
3
CL
Cabana LLC
Arkansas
$57.6M
4
PAS
Park Avenue Securities
New York
$45.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$150M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$211M
2
SCA
Stuart Chaussee & Associates
California
$13.4M
3
CSIA
Charles Schwab Investment Advisory
California
$366M
4
TFA
Transamerica Financial Advisors
Florida
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1001
Oppenheimer Asset Management
New York
$43K +$5.89K +49 +16%
TA
1002
Thor Advisors
New York
$43K +$43K +358 New
GWMIA
1003
Global Wealth Management Investment Advisory
Florida
$42K – – –
MBTD
1004
Mechanics Bank - Trust Department
California
$42K +$42K +350 New
WWM
1005
Willingdon Wealth Management
North Carolina
$41K – – –
LWM
1006
Lenox Wealth Management
Ohio
$41K +$8.58K +72 +26%
MAU
1007
MRA Associates USA
Arizona
$40.9K – – –
CAL
1008
Capital Analysts LLC
Pennsylvania
$40K – – –
AIM
1009
Advantage Investment Management
Iowa
$40K – – –
VCM
1010
Vigilant Capital Management
Maine
$39K -$26.1K -221 -40%
PCTC
1011
Perkins Coie Trust Company
Washington
$39K – – –
FPB
1012
First PREMIER Bank
South Dakota
$38K – – –
IRC
1013
Investors Research Corp
Georgia
$37K – – –
FCMT
1014
Founders Capital Management (Texas)
Texas
$36K – – –
DWA
1015
Dougherty Wealth Advisers
Minnesota
$30K – – –
DAM
1016
Delta Asset Management
Tennessee
$29K +$4.62K +39 +19%
RAM
1017
Riggs Asset Management
Pennsylvania
$25K +$11.9K +103 +91%
SIS
1018
Sound Income Strategies
Florida
$24K – – –
TRCT
1019
Tower Research Capital (TRC)
New York
$24K +$24K +200 New
CIA
1020
Cascade Investment Advisors
Oregon
$23.9K – – –
ME
1021
McIlrath & Eck
Washington
$23K -$103K -847 -82%
LC
1022
Lindbrook Capital
California
$23K – – –
NIC
1023
Northwest Investment Counselors
Oregon
$22K +$22K +180 New
AssetMark Inc
1024
AssetMark Inc
California
$22K +$22K +182 New
DP
1025
Denver PWM
Colorado
$18.6K +$18.6K +156 New
39 40
41
42 43