VIG icon

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
+$93.5M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$19M
4
VWM
Venturi Wealth Management
Texas
+$15.3M
5
LPL Financial
LPL Financial
California
+$12.2M

Top Sellers

1
RCG
Ruggie Capital Group
Florida
-$83.7B
2
GT
Glenmede Trust
Pennsylvania
-$58.6M
3
SF
Synovus Financial
Georgia
-$52.8M
4
PCMC
Paragon Capital Management (Colorado)
Colorado
-$46.8M
5
ZB
Zions Bancorporation
Utah
-$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
451
Ironwood Investment Counsel
Arizona
$774K +$45.7K +450 +6%
RMCM
452
Reynders McVeigh Capital Management
Massachusetts
$771K +$102K +999 +15%
WA
453
WealthTrust-Arizona
Arizona
$767K +$253K +2,492 +49%
LP
454
LGL Partners
Pennsylvania
$766K -$85.2K -838 -10%
EC
455
Estate Counselors
Wisconsin
$762K +$163K +1,600 +27%
BAS
456
Brown Advisory Securities
Maryland
$757K -$305 -3 -0%
SAA
457
Southeast Asset Advisors
Georgia
$756K – – –
AWM
458
Altium Wealth Management
New York
$752K -$8.33K -82 -1%
CFD
459
Creative Financial Designs
Indiana
$749K +$77.7K +765 +12%
HL
460
HeadInvest LLC
Maine
$747K -$10.2K -100 -1%
FTI
461
Fiduciary Trust International
Massachusetts
$743K +$743K +7,315 New
KTA
462
Keeley-Teton Advisors
Illinois
$740K – – –
NFG
463
Nadler Financial Group
Illinois
$738K +$89.4K +880 +14%
FI
464
FormulaFolio Investments
Michigan
$736K +$10.6K +104 +1%
SAM
465
Shamrock Asset Management
Texas
$732K – – –
KJWM
466
Kiley Juergens Wealth Management
Washington
$732K +$35.6K +350 +5%
CGL
467
Clarius Group LLC
Washington
$731K – – –
CB
468
Chemical Bank
Michigan
$727K -$117K -1,148 -14%
AIP
469
Almanack Investment Partners
Pennsylvania
$727K -$38.5K -379 -5%
MLL
470
Moody Lynn & Lieberson
Massachusetts
$725K -$17.8K -175 -2%
EWM
471
Empirical Wealth Management
Washington
$723K +$2.95K +29 +0.4%
SEI Investments
472
SEI Investments
Pennsylvania
$719K +$46K +453 +7%
BRWA
473
B. Riley Wealth Advisors
Florida
$713K +$36.9K +363 +5%
SCM
474
Southport Capital Management
Tennessee
$713K +$292K +2,868 +69%
CAC
475
Certified Advisory Corp
Florida
$711K -$102 -1 -0%
17 18
19
20 21