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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 %
LHC
1026
Little House Capital
Massachusetts
$585 – +1 +0%
NDSI
1027
Newman Dignan & Sheerar Inc
Rhode Island
$548 +$39 +336 +8%
PAS
1028
Park Avenue Securities
New York
– -$43.9M -397,298 Closed
Susquehanna International Group
1029
Susquehanna International Group
Pennsylvania
– -$2.68M -24,405 Closed
FIM
1030
Freedom Investment Management
Connecticut
– -$1.73M -15,745 Closed
GFPC
1031
Global Financial Private Capital
Florida
– -$949K -8,620 Closed
VF
1032
Virtu Financial
New York
– -$726K -6,626 Closed
IMOV
1033
Investment Management of Virginia
Virginia
– -$614K -5,600 Closed
BP
1034
BBR Partners
New York
– -$514K -4,688 Closed
CCMG
1035
Clark Capital Management Group
Pennsylvania
– -$427K -3,898 Closed
BWCS
1036
Beirne Wealth Consulting Services
Connecticut
– -$423K -3,836 Closed
BFO
1037
Biltmore Family Office
North Carolina
– -$377K -3,419 Closed
AWE
1038
Avidian Wealth Enterprises
Texas
– -$328K -2,988 Closed
Toronto Dominion Bank
1039
Toronto Dominion Bank
Ontario, Canada
– -$326K -2,971 Closed
CC
1040
Colrain Capital
Massachusetts
– -$318K -2,900 Closed
BHIA
1041
Birch Hill Investment Advisors
Massachusetts
– -$307K -2,800 Closed
UAS
1042
United Asset Strategies
New York
– -$292K -2,665 Closed
GGI
1043
Godsey & Gibb Inc
Virginia
– -$278K -2,537 Closed
FWCM
1044
Ferguson Wellman Capital Management
Oregon
– -$251K -2,288 Closed
IC
1045
Iconiq Capital
California
– -$244K -2,212 Closed
GIM
1046
Grassi Investment Management
California
– -$220K -2,010 Closed
GW
1047
GW & Wade
Massachusetts
– -$219K -1,994 Closed
BI
1048
Ballast Inc
Kentucky
– -$202K -1,837 Closed
BMM
1049
Buffington Mohr McNeal
Idaho
– -$184K -1,681 Closed
MSA
1050
Marino Stram & Associates
Massachusetts
– -$164K -1,494 Closed
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