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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 %
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$1.34M +$179K +1,762 +15%
CA
352
Clearstead Advisors
Ohio
$1.34M – – –
MSFP
353
Mark Sheptoff Financial Planning
Connecticut
$1.33M -$10.1K -100 -0.8%
RWP
354
RWA Wealth Partners
Massachusetts
$1.32M +$373K +3,689 +39%
IFWM
355
Institute for Wealth Management
Colorado
$1.32M -$1M -9,994 -43%
GWM
356
Geneos Wealth Management
Colorado
$1.32M -$106K -1,047 -7%
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$1.3M +$447K +4,420 +52%
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M +$200K +1,983 +18%
PPA
359
Parametric Portfolio Associates
Washington
$1.28M +$139K +1,380 +12%
TPWA
360
TRUE Private Wealth Advisors
Oregon
$1.27M +$808 +8 +0.1%
SG Americas Securities
361
SG Americas Securities
New York
$1.27M +$1.27M +12,526 New
PA
362
PFG Advisors
Arizona
$1.26M +$217K +2,144 +21%
FA
363
FDx Advisors
Illinois
$1.24M -$380K -3,758 -23%
DDC
364
DF Dent & Co
Maryland
$1.24M – – –
LRPA
365
L. Roy Papp & Associates
Arizona
$1.23M -$69.4K -687 -5%
WAG
366
Winthrop Advisory Group
Massachusetts
$1.18M – – –
FNBT
367
FineMark National Bank & Trust
Florida
$1.18M -$174K -1,719 -13%
EWA
368
Exencial Wealth Advisors
Oklahoma
$1.16M – – –
SG
369
StoneX Group
New York
$1.16M -$113K -1,120 -9%
FNT
370
First National Trust
Pennsylvania
$1.16M +$6.47K +64 +0.6%
SA
371
SRH Advisors
Kansas
$1.14M – – –
JCM
372
Jag Capital Management
Missouri
$1.14M +$55.5K +549 +5%
RGC
373
Roberts, Glore & Co
Illinois
$1.11M -$29.8K -295 -3%
BA
374
Bristlecone Advisors
Washington
$1.11M -$44K -435 -4%
CG
375
Caprock Group
Idaho
$1.11M +$3.64K +36 +0.3%
13 14
15
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