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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
$42.4M
2
W
Wealthfront
California
$585M
3
Vanguard Group
Vanguard Group
Pennsylvania
$447M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$217M
5
CL
CPWM LLC
Washington
$15.3M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$41.9M
2
Bank of America
Bank of America
North Carolina
$1.59B
3
Morgan Stanley
Morgan Stanley
New York
$646M
4
UBS Group
UBS Group
Switzerland
$421M
5
AllianceBernstein
AllianceBernstein
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$66.7M -$383K -3,791 -0.6%
RJA
27
Raymond James & Associates
Florida
$59.2M +$3.06M +30,288 +5%
GT
28
Glenmede Trust
Pennsylvania
$58.6M – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$58M +$1.7M +16,840 +3%
CFA
30
Capstone Financial Advisors
Illinois
$56.7M -$2.46M -24,299 -4%
LNC
31
Lincoln National Corp
Pennsylvania
$47.8M -$9.77M -96,700 -17%
JIC
32
Joel Isaacson & Co
New York
$47.4M +$71.6K +709 +0.2%
PA
33
Planning Alternatives
Michigan
$47.1M +$669K +6,624 +1%
Goldman Sachs
34
Goldman Sachs
New York
$47M -$3.74M -36,983 -7%
PCMC
35
Paragon Capital Management (Colorado)
Colorado
$46.8M -$2.55M -25,273 -5%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$44.4M -$1.95M -19,331 -4%
BCI
37
Brinker Capital Investments
Pennsylvania
$42.9M -$57.4K -568 -0.1%
AL
38
Aspiriant LLC
California
$42.4M +$31M +306,664 +271%
MML Investors Services
39
MML Investors Services
Massachusetts
$41.9M -$36.1M -357,621 -46%
SFSG
40
Stearns Financial Services Group
North Carolina
$38M -$302K -2,988 -0.8%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$37.7M +$649K +6,427 +2%
ZB
42
Zions Bancorporation
Utah
$37.5M +$4.86M +48,063 +15%
DT
43
Diversified Trust
Tennessee
$37.4M -$5.67M -56,086 -13%
VM
44
VPR Management
Texas
$36.4M – – –
PI
45
PFS Investments
Georgia
$36.3M +$11.7M +117,210 +48%
BMM
46
Berkshire Money Management
Massachusetts
$34.8M +$8.22M +81,298 +31%
Mariner
47
Mariner
Kansas
$34.5M +$862K +8,534 +3%
JFA
48
JNBA Financial Advisors
Minnesota
$33.9M -$1.06M -10,451 -3%
S
49
SignatureFD
Georgia
$32.1M +$1.87M +18,472 +6%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$31.3M -$1.28M -12,940 -4%
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