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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.08B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$531M
3
UBS Group
3
UBS Group
Switzerland
$592M
4
Morgan Stanley
4
Morgan Stanley
New York
$744M
5
Goldman Sachs
5
Goldman Sachs
New York
$139M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$8.53M
2
CSIA
2
Charles Schwab Investment Advisory
California
$359M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
MB
4
Mizuho Bank
Japan
$0
5
ZB
5
Zions Bancorporation
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
101
Financial Enhancement Group
Indiana
$11.4M – – –
SFG
102
StrategIQ Financial Group
Indiana
$11.3M -$32.8K -335 -0.3%
VA
103
Valmark Advisers
Ohio
$10.9M +$1.38M +14,111 +15%
BCI
104
Brinker Capital Investments
Pennsylvania
$10.8M -$8.03M -81,983 -43%
BMCM
105
Bryn Mawr Capital Management
Pennsylvania
$10.7M -$426K -4,353 -4%
UCFA
106
United Capital Financial Advisors
Texas
$10.3M +$73.8K +761 +0.7%
MA
107
Montag & Associates
Georgia
$10.2M +$258K +2,632 +3%
CCM
108
Covington Capital Management
California
$10.2M +$151K +1,538 +2%
HWA
109
Heritage Wealth Advisors
Virginia
$10.2M +$8.38M +85,611 +473%
MWA
110
Martel Wealth Advisors
Washington
$10.1M -$151K -1,538 -1%
DCM
111
Donaldson Capital Management
Indiana
$10M +$1.66M +16,967 +20%
US Bancorp
112
US Bancorp
Minnesota
$9.97M +$2.73M +27,875 +38%
SIA
113
Starfire Investment Advisers
Michigan
$9.97M +$1.45M +14,771 +17%
WFWM
114
Wechter Feldman Wealth Management
New Jersey
$9.76M -$233K -2,380 -2%
DADC
115
D.A. Davidson & Co
Montana
$9.67M +$961K +9,814 +11%
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$9.45M -$101K -1,029 -1%
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$9.43M +$240K +2,446 +3%
MA
118
Mutual Advisors
Nebraska
$9.31M -$163K -1,668 -2%
PWW
119
Pettyjohn Wood & White
Virginia
$9.25M +$65.4K +668 +0.7%
ICMP
120
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.23M +$9.23M +94,217 New
HPWM
121
Highland Private Wealth Management
Washington
$9.21M +$299K +3,052 +3%
SFM
122
Signet Financial Management
New Jersey
$9.21M -$507K -5,181 -5%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$9.07M +$8.42M +85,954 +1,298%
TFA
124
Transamerica Financial Advisors
Florida
$9.02M +$604K +6,162 +7%
WT
125
Whittier Trust
California
$9M -$41K -419 -0.5%
3 4
5
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