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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

856 hedge funds and large institutions have $9.76B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.48M
Net Calls
+$10.6M
Net Calls Change
+$1.3M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$299M
2
CWM
Cornerstone Wealth Management
Missouri
$94.4M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$33.4M
4
VWM
Venturi Wealth Management
Texas
$15.6M
5
LPL Financial
LPL Financial
California
$236M

Top Sellers

1
RCG
Ruggie Capital Group
Florida
$8.17M
2
GT
Glenmede Trust
Pennsylvania
$0
3
SF
Synovus Financial
Georgia
$36M
4
PCMC
Paragon Capital Management (Colorado)
Colorado
$0
5
ZB
Zions Bancorporation
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIC
351
Lodestar Investment Counsel
Illinois
$1.44M +$801K +7,889 +125%
BFO
352
Boston Family Office
Massachusetts
$1.44M +$7.62K +75 +0.5%
IWA
353
IBEX Wealth Advisors
New Jersey
$1.43M – – –
LSAG
354
Lake Street Advisors Group
New Hampshire
$1.41M – – –
MIH
355
Madison Investment Holdings
Wisconsin
$1.4M -$6.81K -67 -0.5%
AIA
356
AIMZ Investment Advisors
California
$1.4M -$74.4K -732 -5%
WBG
357
Wharton Business Group
Pennsylvania
$1.4M -$16.8K -165 -1%
TD Asset Management
358
TD Asset Management
Ontario, Canada
$1.39M -$23.3K -229 -2%
LWCFA
359
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.37M -$5.89K -58 -0.4%
MSFP
360
Mark Sheptoff Financial Planning
Connecticut
$1.34M – – –
BCA
361
Bay Colony Advisors
Massachusetts
$1.33M +$1.33M +13,106 New
PPA
362
Parametric Portfolio Associates
Washington
$1.31M +$21.3K +210 +2%
LNWWM
363
Laird Norton Wetherby Wealth Management
California
$1.31M – – –
SPIA
364
Steward Partners Investment Advisory
New York
$1.3M +$923K +9,081 +246%
PFP
365
Pinnacle Financial Partners
Tennessee
$1.28M -$106K -1,043 -8%
TPWA
366
TRUE Private Wealth Advisors
Oregon
$1.27M -$9.3K -91 -0.7%
BCWM
367
Bartlett & Co Wealth Management
Ohio
$1.25M +$1.18M +11,587 +1,742%
BC
368
Bartlett & Co
Ohio
$1.25M +$1.18M +11,587 +1,742%
WAG
369
Winthrop Advisory Group
Massachusetts
$1.2M – – –
FNT
370
First National Trust
Pennsylvania
$1.19M +$19.3K +190 +2%
EWA
371
Exencial Wealth Advisors
Oklahoma
$1.17M – – –
SA
372
SRH Advisors
Kansas
$1.17M +$20.3K +200 +2%
SG
373
StoneX Group
New York
$1.17M +$1.32K +13 +0.1%
RIA
374
RPG Investment Advisory
California
$1.16M +$1.16M +11,431 New
GWM
375
Geneos Wealth Management
Colorado
$1.16M -$165K -1,629 -13%
13 14
15
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