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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
+$533M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$460M
3
UBS Group
UBS Group
Switzerland
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$93.7M
5
Goldman Sachs
Goldman Sachs
New York
+$87.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$908M
2
CSIA
Charles Schwab Investment Advisory
California
-$92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$56.2M
4
MB
Mizuho Bank
Japan
-$49.8M
5
ZB
Zions Bancorporation
Utah
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
201
Westside Investment Management
California
$4.95M +$150K +1,530 +3%
SBA
202
Secrest Blakey & Associates
North Carolina
$4.93M -$236K -2,406 -5%
NSLI
203
Nan Shan Life Insurance
Taiwan
$4.8M +$1.96M +20,000 +69%
CS
204
Comerica Securities
Michigan
$4.79M +$106K +1,086 +2%
PP
205
Palladium Partners
Virginia
$4.78M -$53.4K -545 -1%
HCM
206
HMS Capital Management
Tennessee
$4.77M +$1.53M +14,351 +47%
WWM
207
Western Wealth Management
Colorado
$4.72M +$4.72M +48,309 New
LIM
208
Leavell Investment Management
Alabama
$4.72M +$150K +1,535 +3%
LGWM
209
Litman Gregory Wealth Management
California
$4.71M -$186K -1,900 -4%
WLIM
210
White Lighthouse Investment Management
Massachusetts
$4.7M +$24K +245 +0.5%
ACM
211
Allred Capital Management
Texas
$4.7M +$4.7M +47,980 New
RIL
212
Rothschild Investment LLC
Illinois
$4.66M -$293K -2,991 -6%
DWM
213
Darwin Wealth Management
Florida
$4.64M +$106K +1,081 +2%
APP
214
Avantax Planning Partners
Iowa
$4.63M +$4.54M +46,324 +4,722%
LFAS
215
Level Four Advisory Services
Texas
$4.63M +$378K +3,860 +9%
FHA
216
Flagship Harbor Advisors
Massachusetts
$4.6M +$1.03M +10,518 +29%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$4.58M +$1.41M +14,362 +44%
BAAM
218
Baker Avenue Asset Management
California
$4.52M +$637K +6,499 +16%
WB
219
Webster Bank
Connecticut
$4.49M -$65.3K -667 -1%
FI
220
Financial Insights
Washington
$4.45M +$4.45M +42,705 New
VWM
221
Venturi Wealth Management
Texas
$4.42M -$7.5M -78,863 -63%
MWA
222
Meridian Wealth Advisors
Texas
$4.41M +$4.41M +44,985 New
A
223
AdvicePeriod
California
$4.38M -$438K -4,467 -9%
CA
224
Clearstead Advisors
Ohio
$4.37M +$3.13M +31,950 +252%
JMFC
225
J.M. Forbes & Co
Massachusetts
$4.34M -$54.6K -557 -1%
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