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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

910 hedge funds and large institutions have $11.2B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 300 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+54
Holders Change %
+6.31%
% of All Funds
20.84%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
2.27%
New
83
Increased
350
Reduced
300
Closed
25
Calls
$19.8M
Puts
$7.69M
Net Calls
+$12.1M
Net Calls Change
+$1.44M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$509M
2
GT
2
Glenmede Trust
Pennsylvania
$62.7M
3
MB
3
Mizuho Bank
Japan
$49.8M
4
ZB
4
Zions Bancorporation
Utah
$49.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$734M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$197M
2
JFA
2
JNBA Financial Advisors
Minnesota
$321K
3
FTIOP
3
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
101
NewFocus Financial Group
Washington
$11.9M +$2.69M +24,274 +29%
UCFA
102
United Capital Financial Advisors
Texas
$11.6M +$397K +3,583 +4%
MWA
103
Martel Wealth Advisors
Washington
$11.6M +$11.6M +104,651 New
FEG
104
Financial Enhancement Group
Indiana
$11.4M +$19.4K +175 +0.2%
CCM
105
Covington Capital Management
California
$11.3M +$1.11K +10 +0%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$11.3M +$159K +1,440 +1%
WFWM
107
Wechter Feldman Wealth Management
New Jersey
$11.3M -$233K -2,106 -2%
MA
108
Montag & Associates
Georgia
$11.2M -$67.8K -612 -0.6%
SFM
109
Signet Financial Management
New Jersey
$11M -$463K -4,178 -4%
KBFS
110
Kohmann Bosshard Financial Services
Ohio
$10.8M +$1.19M +10,718 +12%
VA
111
Valmark Advisers
Ohio
$10.7M -$251K -2,266 -2%
MA
112
Mutual Advisors
Nebraska
$10.7M -$139K -1,252 -1%
SC
113
Scotia Capital
Ontario, Canada
$10.5M +$51.1K +462 +0.5%
PWW
114
Pettyjohn Wood & White
Virginia
$10.4M +$36.3K +328 +0.4%
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$10.4M +$39.1K +353 +0.4%
WT
116
Whittier Trust
California
$10.2M -$1.18M -10,640 -10%
HPWM
117
Highland Private Wealth Management
Washington
$10.1M +$851K +7,688 +9%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$9.91M +$1.1M +9,900 +12%
DADC
119
D.A. Davidson & Co
Montana
$9.84M -$104K -943 -1%
SIA
120
Starfire Investment Advisers
Michigan
$9.63M -$1.24M -11,175 -11%
AMG
121
Asset Management Group
Connecticut
$9.53M -$10.4K -94 -0.1%
TFA
122
Transamerica Financial Advisors
Florida
$9.51M +$793K +7,160 +9%
DCM
123
Donaldson Capital Management
Indiana
$9.43M +$201K +1,820 +2%
ONB
124
Old National Bancorp
Indiana
$9.1M -$384K -3,473 -4%
MWM
125
Modera Wealth Management
New Jersey
$9.06M -$42.9K -388 -0.5%
3 4
5
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