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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 %
KA
401
Klingman & Associates
New York
$903K +$303 +3 +0%
ATFA
402
All Terrain Financial Advisors
Minnesota
$894K -$69.8K -691 -7%
BL
403
BFSG LLC
California
$894K -$29.3K -290 -3%
SFS
404
Sowell Financial Services
Arkansas
$888K +$7.6K +77 +0.9%
CHA
405
Cooper/Haims Advisors
New York
$878K – – –
RI
406
Ridgewood Investments
New Jersey
$866K +$202 +2 +0%
LPIC
407
LeJeune Puetz Investment Counsel
Michigan
$859K – – –
BCP
408
Blue Chip Partners
Michigan
$859K +$5.05K +50 +0.6%
POIA
409
Pin Oak Investment Advisors
Texas
$852K -$148K -1,464 -15%
TC
410
Trust Company
Kansas
$849K -$50.5K -500 -6%
CWM
411
Cranbrook Wealth Management
Michigan
$849K +$2.73K +27 +0.3%
EHC
412
Everett Harris & Co
California
$848K – – –
BA
413
Boston Advisors
Massachusetts
$847K +$22.4K +222 +3%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$847K +$130K +1,288 +18%
LP
415
LGL Partners
Pennsylvania
$846K -$2.88M -28,464 -77%
KIA
416
KCM Investment Advisors
California
$845K – – –
CB
417
Chemical Bank
Michigan
$839K -$712K -7,050 -46%
FLPIM
418
F.L. Putnam Investment Management
Massachusetts
$839K -$31K -307 -4%
MOS
419
MGO One Seven
Ohio
$838K +$188K +1,865 +29%
IC
420
Iconiq Capital
California
$836K – – –
CF
421
Centaurus Financial
California
$832K +$80.8K +799 +11%
NWP
422
Northstar Wealth Partners
Connecticut
$827K -$187K -1,853 -18%
KP
423
Keel Point
Alabama
$826K -$36.2K -358 -4%
FPFS
424
First Personal Financial Services
North Carolina
$823K +$191K +1,893 +30%
SCG
425
Sonata Capital Group
Washington
$821K +$70.8K +700 +9%
15 16
17
18 19