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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

841 hedge funds and large institutions have $9.61B invested in Vanguard Dividend Appreciation ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 297 increasing their positions, 330 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
–
Holders Change %
0%
% of All Funds
19.3%
Holding in Top 10
95
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.04%
% of All Funds
2.18%
New
50
Increased
297
Reduced
330
Closed
42
Calls
$15.3M
Puts
$5.95M
Net Calls
+$9.35M
Net Calls Change
+$6.74M

Top Buyers

1
AL
Aspiriant LLC
California
+$31M
2
W
Wealthfront
California
+$29.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$21.7M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$17.8M
5
CL
CPWM LLC
Washington
+$15.1M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$36.1M
2
Bank of America
Bank of America
North Carolina
-$28.7M
3
Morgan Stanley
Morgan Stanley
New York
-$27.4M
4
UBS Group
UBS Group
Switzerland
-$19.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
Flagship Harbor Advisors
Massachusetts
$3.14M +$268K +2,717 +9%
MGIA
227
Matthew Goff Investment Advisor
Texas
$3.11M -$76.1K -753 -2%
MCTIC
228
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.08M -$3.17M – –
T
229
Thomaspartners
Massachusetts
$3.07M -$254K -2,515 -8%
WA1
230
Wimmer Associates 1
California
$3.06M +$11.1K +110 +0.4%
MWAC
231
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.04M -$175K -1,730 -5%
HMC
232
Harvard Management Company
Massachusetts
$3.03M -$188K -1,860 -6%
TFCP
233
Twin Focus Capital Partners
Massachusetts
$3.02M -$2.73K -27 -0.1%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$3.02M +$169K +1,707 +6%
SSI
235
Scott & Selber Inc
Texas
$3.01M -$146K -1,442 -5%
PD
236
Planning Directions
Pennsylvania
$3M +$3M +29,727 New
WT
237
Washington Trust
Rhode Island
$2.98M -$15K -148 -0.5%
NFG
238
Next Financial Group
Texas
$2.95M +$967K +9,572 +49%
VCM
239
Versant Capital Management
Arizona
$2.91M -$414K -4,094 -12%
JWBC
240
J.W. Burns & Co
New York
$2.87M -$135K -1,335 -4%
GI
241
Glovista Investments
New Jersey
$2.87M -$188K -1,860 -6%
CDIA
242
Capital Directions Investment Advisors
Georgia
$2.85M – – –
SQA
243
Simon Quick Advisors
New Jersey
$2.85M -$315K -3,113 -10%
AP
244
Appleton Partners
Massachusetts
$2.83M +$136K +1,346 +5%
EWM
245
Elmwood Wealth Management
California
$2.75M +$2.75M +27,198 New
BSW
246
Buckingham Strategic Wealth
Missouri
$2.72M +$961K +9,508 +55%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$2.7M +$2.7M +26,698 New
TFO
248
Tarbox Family Office
California
$2.69M -$27.8K -275 -1%
RJT
249
Raymond James Trust
Florida
$2.66M +$132K +1,302 +5%
NL
250
NWAM LLC
Washington
$2.58M +$1.09M +10,815 +74%
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10
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