VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,027 hedge funds and large institutions have $13.8B invested in Vanguard Dividend Appreciation ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 448 increasing their positions, 327 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
22.34%
Holding in Top 10
137
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.48%
% of All Funds
2.98%
New
64
Increased
448
Reduced
327
Closed
44
Calls
$21.2M
Puts
$3.01M
Net Calls
+$18.2M
Net Calls Change
+$2.21M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$287M
2
Bank of America
Bank of America
North Carolina
$2.18B
3
FIA
Foundations Investment Advisors
Arizona
$43.5M
4
CWM
Connecticut Wealth Management
Connecticut
$32.8M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$95.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$64.2M
2
PAS
Park Avenue Securities
New York
$0
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$188M
4
JPLA
Joseph P. Lucia & Associates
New York
$238K
5
CSIA
Charles Schwab Investment Advisory
California
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
151
BerganKDV Wealth Management
Minnesota
$9.63M -$712K -6,184 -7%
CFA
152
Cahill Financial Advisors
Minnesota
$9.63M +$1.27M +11,026 +15%
HTC
153
Haverford Trust Company
Pennsylvania
$9.56M +$1.61M +13,975 +20%
Jane Street
154
Jane Street
New York
$9.56M +$9.04M +78,473 +1,743%
MIAN
155
Mariner Independent Advisor Network
Kansas
$9.49M +$503K +4,358 +6%
NF
156
Nikulski Financial
Iowa
$9.4M +$950K +8,093 +11%
EDRIA
157
Edmonds Duncan Registered Investment Advisors
Kansas
$9.39M -$190K -1,641 -2%
FAAS
158
First Allied Advisory Services
California
$9.27M -$1.31M -11,412 -12%
A
159
AdvicePeriod
California
$9.18M -$110K -958 -1%
HSA
160
HBK Sorce Advisory
Pennsylvania
$9.12M +$1.05M +9,116 +13%
HPC
161
HM Payson & Co
Maine
$9.05M -$556K -4,832 -6%
MWM
162
Modera Wealth Management
New Jersey
$8.96M -$198K -1,722 -2%
ACP
163
Ashfield Capital Partners
California
$8.89M -$8.46M -77,123 Closed
BWM
164
BT Wealth Management
Georgia
$8.85M +$82.4K +714 +0.9%
Lido Advisors
165
Lido Advisors
California
$8.81M -$1.64M -14,200 -16%
LNB
166
Ledyard National Bank
$8.76M +$614K +5,333 +8%
PP
167
PDS Planning
Ohio
$8.67M +$73.4K +637 +0.9%
CFS
168
CRA Financial Services
New Jersey
$8.46M -$157K -1,365 -2%
REMPR
169
Roof Eidam Maycock Peralta (REMP)
California
$8.39M +$168K +1,455 +2%
SPC
170
Sigma Planning Corp
Michigan
$8.34M +$23.7K +206 +0.3%
PWP
171
Principle Wealth Partners
Connecticut
$8.19M +$306K +2,660 +4%
CCM
172
Coldstream Capital Management
Washington
$8.16M -$379K -3,294 -4%
DMC
173
Drexel Morgan & Co
Pennsylvania
$8.14M +$147K +1,277 +2%
KL
174
KWMG LLC
Kansas
$8.08M +$625K +5,423 +8%
DCM
175
Donaldson Capital Management
Indiana
$8.04M -$4.12M -35,732 -34%
5 6
7
8 9