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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,053 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
+26
Holders Change %
+2.53%
% of All Funds
23.13%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
3.1%
New
69
Increased
461
Reduced
316
Closed
30
Calls
$30.4M
Puts
$20.7M
Net Calls
+$9.69M
Net Calls Change
-$8.54M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.35B
2
TF
Trek Financial
Arizona
$127M
3
CL
Cabana LLC
Arkansas
$57.6M
4
PAS
Park Avenue Securities
New York
$45.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$150M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$211M
2
SCA
Stuart Chaussee & Associates
California
$13.4M
3
CSIA
Charles Schwab Investment Advisory
California
$366M
4
TFA
Transamerica Financial Advisors
Florida
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$12.8M -$508K -4,246 -4%
OPCM
127
Osborne Partners Capital Management
California
$12.6M +$990K +8,281 +9%
VA
128
Valmark Advisers
Ohio
$12.5M -$759K -6,347 -6%
SIA
129
Starfire Investment Advisers
Michigan
$12.5M +$94.5K +790 +0.8%
FMT
130
First Mercantile Trust
Tennessee
$12.4M -$2.2M -18,389 -15%
FEG
131
Financial Enhancement Group
Indiana
$12.2M -$860K -7,194 -7%
SFS
132
Strategic Financial Services
New York
$12.1M -$2.31M -19,290 -16%
HT
133
Hefren-Tillotson
Pennsylvania
$11.7M +$63.5K +531 +0.5%
HWA
134
Heritage Wealth Advisors
Virginia
$11.7M +$1.07M +8,974 +10%
NEPWA
135
New England Private Wealth Advisors
Massachusetts
$11.5M -$111K -928 -1%
PWW
136
Pettyjohn Wood & White
Virginia
$11.5M -$106K -885 -0.9%
RFM
137
Royal Fund Management
Florida
$11.3M +$748K +6,258 +7%
WFWM
138
Wechter Feldman Wealth Management
New Jersey
$11.2M -$244K -2,040 -2%
MWA
139
Martel Wealth Advisors
Washington
$11.2M -$478K -3,994 -4%
PA
140
Paracle Advisors
Washington
$11.2M -$1.12M -9,398 -9%
BWM
141
BerganKDV Wealth Management
Minnesota
$11.1M +$1.1M +9,162 +11%
CFG
142
CMC Financial Group
Georgia
$10.9M +$10.7M +89,546 +4,609%
MA
143
Mutual Advisors
Nebraska
$10.9M -$250K -2,089 -2%
APA
144
American Portfolios Advisors
New York
$10.8M +$606K +5,066 +6%
LNB
145
Ledyard National Bank
$10.8M +$1.67M +13,951 +18%
WT
146
Whittier Trust
California
$10.5M -$6.22K -52 -0.1%
HTC
147
Haverford Trust Company
Pennsylvania
$10.5M +$572K +4,783 +6%
ICMP
148
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.5M -$382K -3,198 -4%
SWA
149
Stratos Wealth Advisors
Ohio
$10.5M +$20.1K +168 +0.2%
CFA
150
Cahill Financial Advisors
Minnesota
$10.4M +$425K +3,552 +4%
4 5
6
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