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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 %
BFG
126
Beacon Financial Group
Texas
$15.2M +$41.4K +332 +0.3%
MIAN
127
Mariner Independent Advisor Network
Kansas
$15.2M +$961K +7,692 +7%
JSL
128
JT Stratford LLC
Georgia
$15.2M +$5.2M +41,751 +52%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$15.1M +$296K +2,373 +2%
MA
130
Montag & Associates
Georgia
$15M +$242K +1,943 +2%
WP
131
WMS Partners
Maryland
$14.8M +$233K +1,873 +2%
HCM
132
HM Capital Management
Missouri
$14.6M -$85.4K -685 -0.6%
PP
133
PagnatoKarp Partners
Virginia
$14.3M -$456K -3,658 -3%
PFO
134
Pathstone Family Office
New Jersey
$14M – – –
IAS
135
Investment Advisory Services
Texas
$13.7M +$13.7M +108,961 New
KBFS
136
Kohmann Bosshard Financial Services
Ohio
$13.7M +$176K +1,411 +1%
CCM
137
Covington Capital Management
California
$13.6M +$52.9K +424 +0.4%
FMT
138
First Mercantile Trust
Tennessee
$13.5M +$595K +4,774 +5%
CRC
139
Curi RMB Capital
Illinois
$13.4M -$1.29M -10,351 -9%
NEPWA
140
New England Private Wealth Advisors
Massachusetts
$13.1M +$1.11M +8,924 +9%
SIA
141
Starfire Investment Advisers
Michigan
$13.1M +$76.8K +616 +0.6%
OPCM
142
Osborne Partners Capital Management
California
$13M -$79.8K -640 -0.6%
LWA
143
LWS Wealth Advisors
New Jersey
$12.9M +$12.9M +103,659 New
HWA
144
Heritage Wealth Advisors
Virginia
$12.4M +$232K +1,861 +2%
RFM
145
Royal Fund Management
Florida
$12.2M +$481K +3,861 +4%
HT
146
Hefren-Tillotson
Pennsylvania
$12.2M +$1.12K +9 +0%
HTC
147
Haverford Trust Company
Pennsylvania
$12.2M +$1.24M +9,936 +11%
AIA
148
Arrow Investment Advisors
Maryland
$12.1M +$12.1M +97,441 New
APA
149
American Portfolios Advisors
New York
$12.1M +$802K +6,435 +7%
AAS
150
Avantax Advisory Services
Texas
$12M +$3.62M +29,073 +43%
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