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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 %
MIM
376
Macroview Investment Management
Maryland
$1.1M +$1.1M +10,891 New
SGCA
377
Steel Grove Capital Advisors
Tennessee
$1.09M +$4.34K +43 +0.4%
NA
378
Nottingham Advisors
New York
$1.09M -$73.8K -730 -6%
PAS
379
Partnervest Advisory Services
California
$1.08M +$74.5K +738 +7%
AWM
380
Avior Wealth Management
Nebraska
$1.07M +$3.44K +34 +0.3%
CPIA
381
Cornell Pochily Investment Advisors
New York
$1.06M +$17.9K +177 +2%
FNBOMD
382
First National Bank of Mount Dora
Florida
$1.03M – – –
BAM
383
Belpointe Asset Management
Nevada
$1.03M -$662K -6,547 -39%
DWT
384
Dorsey & Whitney Trust
South Dakota
$1.01M – – –
GWCM
385
Godshalk Welsh Capital Management
Pennsylvania
$994K -$10.1K -100 -1%
PMFA
386
Plante Moran Financial Advisors
Michigan
$992K – – –
WC
387
Whitnell & Co
Illinois
$990K +$411K +4,072 +71%
FPGK
388
Financial Partners Group (Kansas)
Kansas
$981K -$135K -1,340 -12%
WIA
389
Wealthstreet Investment Advisors
Texas
$979K – – –
WJA
390
Williams Jones & Associates
New York
$978K – – –
GC
391
Grimes & Company
Massachusetts
$973K +$1.11K +11 +0.1%
AWA
392
Arete Wealth Advisors
Illinois
$970K -$214K -2,122 -18%
IWC
393
Integrated Wealth Concepts
Massachusetts
$968K -$18.5K -182 -2%
VWA
394
V Wealth Advisors
Kansas
$967K -$184K -1,869 -16%
V
395
Veritable
Delaware
$950K – – –
BB
396
Busey Bank
Illinois
$948K – – –
MWM
397
Mascoma Wealth Management
New Hampshire
$932K +$664K +6,570 +248%
PWM
398
Perigon Wealth Management
California
$923K +$572K +5,659 +163%
GJIC
399
Gamble Jones Investment Counsel
California
$917K – – –
CWS
400
Cypress Wealth Services
California
$912K +$128K +1,270 +16%
14 15
16
17 18