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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,186 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+133
Holders Change %
+12.63%
% of All Funds
23.42%
Holding in Top 10
161
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+14.18%
% of All Funds
3.18%
New
197
Increased
499
Reduced
300
Closed
48
Calls
$27.2M
Puts
$16M
Net Calls
+$11.2M
Net Calls Change
+$1.53M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$899M
2
MB
Mizuho Bank
Japan
$249M
3
Bank of America
Bank of America
North Carolina
$2.65B
4
Truist Financial
Truist Financial
North Carolina
$119M
5
JFA
Johanson Financial Advisors
California
$72.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.2M
2
TF
Trek Financial
Arizona
$59.3M
3
CL
Cabana LLC
Arkansas
$24.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$4.89M
5
FIA
Foundations Investment Advisors
Arizona
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
1201
Vestmark Advisory Solutions
Massachusetts
– -$438K -3,664 Closed
BIA
1202
BHK Investment Advisors
Alabama
– -$407K -3,405 Closed
HR
1203
Hayden Royal
North Carolina
– -$383K -3,200 Closed
PCM
1204
Penserra Capital Management
California
– -$368K -3,081 Closed
CWP
1205
Capital Wealth Planning
Florida
– -$351K -2,946 Closed
NCM
1206
Next Capital Management
New York
– -$317K -2,654 Closed
UBS AM
1207
UBS AM
Illinois
– -$310K -2,594 Closed
NCM
1208
Northwest Capital Management
Oregon
– -$278K -2,328 Closed
CG
1209
Cutler Group
California
– -$270K -2,259 Closed
SBIA
1210
Sheaff Brock Investment Advisors
Indiana
– -$266K -2,222 Closed
EWM
1211
Executive Wealth Management
Michigan
– -$263K -2,200 Closed
FCBT
1212
First Citizens Bank & Trust
North Carolina
– -$251K -2,103 Closed
ACP
1213
Aveo Capital Partners
Colorado
– -$248K -2,065 Closed
AIA
1214
Allied Investment Advisors
Montana
– -$247K -2,062 Closed
ZIC
1215
ZWJ Investment Counsel
Georgia
– -$245K -2,046 Closed
NWA
1216
New World Advisors
Massachusetts
– -$238K -1,987 Closed
MSA
1217
Marino Stram & Associates
Massachusetts
– -$233K -1,947 Closed
SFWA
1218
Summit Financial Wealth Advisors
Louisiana
– -$222K -1,862 Closed
GC
1219
Guggenheim Capital
Illinois
– -$212K -1,772 Closed
GSWM
1220
Golden State Wealth Management
California
– -$164K -1,375 Closed
HCM
1221
Hilton Capital Management
New York
– -$158K -1,320 Closed
WCM
1222
Whitener Capital Management
North Carolina
– -$102K -860 Closed
TA
1223
Thor Advisors
New York
– -$43K -358 Closed
MBTD
1224
Mechanics Bank - Trust Department
California
– -$42K -350 Closed
TRCT
1225
Tower Research Capital (TRC)
New York
– -$24K -200 Closed
46 47 48
49
50