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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 %
CPA
451
Capital Planning Advisors
California
$725K +$148K +1,465 +26%
IIC
452
Ironwood Investment Counsel
Arizona
$724K – – –
EWM
453
Evercore Wealth Management
New York
$723K -$6.06K -60 -0.8%
FI
454
FormulaFolio Investments
Michigan
$721K +$421K +4,168 +140%
EWM
455
Empirical Wealth Management
Washington
$716K +$21.1K +209 +3%
RFC
456
Regions Financial Corp
Alabama
$714K -$242K -2,397 -25%
CCP
457
Corient Capital Partners
California
$709K -$181K -1,788 -20%
CAC
458
Certified Advisory Corp
Florida
$707K -$23.5K -233 -3%
SPI
459
Santori & Peters Inc
Pennsylvania
$707K – – –
BOS
460
Bingham Osborn & Scarborough
California
$706K -$38.4K -380 -5%
SWM
461
SeaCrest Wealth Management
New York
$701K -$6.36K -63 -0.9%
MWM
462
Meridian Wealth Management
Kentucky
$700K +$36.9K +365 +6%
KJWM
463
Kiley Juergens Wealth Management
Washington
$692K +$9.29K +92 +1%
MIM
464
Miller Investment Management
Pennsylvania
$684K – – –
CB
465
Commerce Bank
Missouri
$684K +$51K +505 +8%
CAM
466
Crestone Asset Management
Colorado
$679K – – –
CPA
467
Clear Perspective Advisors
Illinois
$675K – – –
LRIA
468
Leonard Rickey Investment Advisors
Washington
$672K -$124K -1,226 -16%
BRWA
469
B. Riley Wealth Advisors
Florida
$672K -$55.8K -552 -8%
LFS
470
Legacy Financial Strategies
Kansas
$671K +$28.1K +278 +4%
SEI Investments
471
SEI Investments
Pennsylvania
$669K -$131K -1,300 -16%
WMG
472
WESCAP Management Group
California
$668K -$118K -1,165 -15%
CFD
473
Creative Financial Designs
Indiana
$668K +$41.1K +407 +7%
RMCM
474
Reynders McVeigh Capital Management
Massachusetts
$666K -$15.2K -150 -2%
PCM
475
Parsons Capital Management
Rhode Island
$665K +$21.2K +210 +3%
17 18
19
20 21