VIG icon

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 %
SSWM
276
Sheets Smith Wealth Management
North Carolina
$2M +$50.5K +500 +3%
ASN
277
Advisory Services Network
Georgia
$2M +$478K +4,736 +31%
CAG
278
Crestwood Advisors Group
Massachusetts
$1.94M -$653K -6,465 -25%
BCA
279
Berman Capital Advisors
Georgia
$1.94M -$208K -2,055 -10%
LA
280
LexAurum Advisors
Kansas
$1.93M +$172K +1,699 +10%
OIA
281
OneDigital Investment Advisors
Kansas
$1.92M -$15.5K -153 -0.8%
HIC
282
Holderness Investments Company
North Carolina
$1.9M -$5.05K -50 -0.3%
PA
283
Pinnacle Associates
New York
$1.9M -$34.4K -340 -2%
B
284
Brightworth
Georgia
$1.88M +$78.7K +779 +4%
HFA
285
Huber Financial Advisors
Illinois
$1.86M -$279K -2,757 -13%
EFS
286
Essex Financial Services
Connecticut
$1.86M +$1.86M +18,387 New
MAA
287
Mraz Amerine & Associates
California
$1.85M – – –
OC
288
Oppenheimer & Co
New York
$1.85M +$61.1K +605 +3%
MHS
289
M Holdings Securities
Oregon
$1.84M -$446K -4,411 -20%
HWA
290
Heritage Wealth Advisors
Virginia
$1.84M +$28.8K +285 +2%
AWM
291
Aevitas Wealth Management
Massachusetts
$1.82M -$24.1K -239 -1%
FWP
292
FAS Wealth Partners
Kansas
$1.78M -$288K -2,852 -14%
PP
293
PDS Planning
Ohio
$1.78M +$664K +6,576 +60%
CCFCSB
294
Cape Cod Five Cents Savings Bank
Massachusetts
$1.76M -$154K -1,528 -8%
BWA
295
BDO Wealth Advisors
Florida
$1.74M +$390K +3,858 +29%
SWM
296
Segment Wealth Management
Texas
$1.73M -$417K -4,125 -19%
BWM
297
BerganKDV Wealth Management
Minnesota
$1.72M -$35.4K -350 -2%
GFPC
298
Global Financial Private Capital
Florida
$1.71M -$41.7K -413 -2%
VC
299
Vicus Capital
Pennsylvania
$1.71M -$287K -2,839 -14%
RCM
300
RB Capital Management
Nevada
$1.7M -$1.52K -15 -0.1%
10 11
12
13 14