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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.

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

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$8.53M
2
CSIA
Charles Schwab Investment Advisory
California
$359M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$140M
4
MB
Mizuho Bank
Japan
$0
5
ZB
Zions Bancorporation
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
126
Stratos Wealth Advisors
Ohio
$8.89M +$8.89M +90,786 New
AFA
127
American Financial Advisors
Georgia
$8.74M +$8.74M +89,203 New
AI
128
Atria Investments
North Carolina
$8.58M -$22.2M -226,741 -72%
OPCM
129
Osborne Partners Capital Management
California
$8.54M +$1.39M +14,208 +19%
CWM
130
Cornerstone Wealth Management
Missouri
$8.53M -$908M -9,248,509 -99%
DC
131
Davenport & Co
Virginia
$8.45M +$1.66M +16,904 +24%
B
132
Barings
North Carolina
$8.42M +$8.42M +85,903 New
AMG
133
Asset Management Group
Connecticut
$8.41M -$27.2K -278 -0.3%
MWP
134
MYCIO Wealth Partners
Pennsylvania
$8.4M +$8.17M +83,425 +3,646%
BWM
135
BT Wealth Management
Georgia
$8.2M +$8.2M +76,766 New
CAM
136
Cresset Asset Management
Illinois
$8.18M +$8.18M +83,550 New
HT
137
Hefren-Tillotson
Pennsylvania
$8.04M +$535K +5,457 +7%
JGIA
138
Jackson Grant Investment Advisers
Connecticut
$7.97M +$7.54K +77 +0.1%
EDRIA
139
Edmonds Duncan Registered Investment Advisors
Kansas
$7.91M +$217K +2,212 +3%
MWM
140
Modera Wealth Management
New Jersey
$7.88M -$140K -1,426 -2%
SC
141
Scotia Capital
Ontario, Canada
$7.85M -$1.43M -14,572 -15%
AP
142
Arlington Partners
Alabama
$7.82M +$4.46M +45,585 +133%
CCM
143
Coldstream Capital Management
Washington
$7.79M -$49.6K -506 -0.6%
ONB
144
Old National Bancorp
Indiana
$7.79M -$266K -2,714 -3%
CA
145
Cetera Advisors
Colorado
$7.63M +$205K +2,088 +3%
REMPR
146
Roof Eidam Maycock Peralta (REMP)
California
$7.54M +$4.03M +41,160 +115%
SPIA
147
Steward Partners Investment Advisory
New York
$7.53M +$6.03M +61,584 +404%
CFS
148
CRA Financial Services
New Jersey
$7.48M +$7.48M +76,391 New
MIAN
149
Mariner Independent Advisor Network
Kansas
$7.47M +$7.47M +74,874 New
PP
150
PDS Planning
Ohio
$7.42M +$4.82M +49,255 +186%
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