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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 %
WI
176
Wintrust Investments
Illinois
$5.98M +$1.1M +11,205 +23%
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$5.95M -$57.4K -586 -1%
APA
178
American Portfolios Advisors
New York
$5.95M +$421K +4,296 +8%
TF
179
Trek Financial
Arizona
$5.92M +$5.92M +60,466 New
CWA
180
Cypress Wealth Advisors
California
$5.92M -$203K -2,073 -3%
Northern Trust
181
Northern Trust
Illinois
$5.85M -$355K -3,621 -6%
LA
182
Leonetti & Associates
Illinois
$5.82M -$146K -1,487 -2%
KCPG
183
Kavar Capital Partners Group
Kansas
$5.7M +$37.3K +381 +0.7%
MFS
184
McNamara Financial Services
Massachusetts
$5.68M -$10.3K -93 -0.2%
HFS
185
HL Financial Services
Kentucky
$5.66M +$688K +7,026 +14%
AP
186
Appleton Partners
Massachusetts
$5.65M +$2.87M +27,519 +103%
LFS
187
Lutz Financial Services
Nebraska
$5.64M +$4.99M +50,954 +768%
KCM
188
Karp Capital Management
California
$5.64M -$166K -1,698 -3%
Lido Advisors
189
Lido Advisors
California
$5.56M +$5.03M +51,353 +948%
HFS
190
Howard Financial Services
Texas
$5.52M +$5.52M +56,316 New
Citadel Advisors
191
Citadel Advisors
Florida
$5.49M +$4.14M +42,268 +307%
JSL
192
JT Stratford LLC
Georgia
$5.47M +$2.31M +23,582 +73%
HH
193
HWG Holdings
Texas
$5.47M +$1.33M +13,601 +32%
SWP
194
Stratos Wealth Partners
Ohio
$5.45M +$750K +7,654 +16%
KTC
195
Kistler-Tiffany Companies
Pennsylvania
$5.44M +$87.2K +890 +2%
CIC
196
Carnegie Investment Counsel
Ohio
$5.43M +$183K +1,864 +3%
WIC
197
Woodmont Investment Counsel
Tennessee
$5.26M +$130K +1,326 +3%
PFA
198
Pathway Financial Advisors
Vermont
$5.24M – – –
FHC
199
First Heartland Consultants
Missouri
$5.09M -$502K -5,120 -9%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$5.04M -$37.2K -380 -0.7%
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