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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M

Top Buyers

1
W
Wealthfront
California
+$71.7M
2
LPL Financial
LPL Financial
California
+$15.1M
3
CRC
Curi RMB Capital
Illinois
+$10.9M
4
LNC
Lincoln National Corp
Pennsylvania
+$10.8M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$9.69M

Top Sellers

1
AL
Aspiriant LLC
California
-$32.4M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$15M
3
BMCM
Bryn Mawr Capital Management
Pennsylvania
-$12.3M
4
ICOA
Investment Centers of America
North Dakota
-$11.6M
5
SIA
Starfire Investment Advisers
Michigan
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
476
Annex Advisory Services
Wisconsin
$692K +$16K +157 +2%
KPAG
477
KLS Professional Advisors Group
New York
$692K +$692K +6,786 New
MIM
478
Miller Investment Management
Pennsylvania
$690K – – –
KJWM
479
Kiley Juergens Wealth Management
Washington
$689K +$689K +6,761 New
RMCM
480
Reynders McVeigh Capital Management
Massachusetts
$688K +$62.3K +610 +10%
CAM
481
Crestone Asset Management
Colorado
$686K -$202K -1,976 -23%
CPA
482
Clear Perspective Advisors
Illinois
$682K – – –
NWM
483
Northwest Wealth Management
Iowa
$677K +$335K +3,284 +98%
DLCIG
484
D.L. Carlson Investment Group
New Hampshire
$673K -$22K -216 -3%
BW
485
Bison Wealth
Georgia
$668K -$9.49K -93 -1%
HCM
486
HMS Capital Management
Tennessee
$666K – – –
FCI
487
Financial Counselors Inc
Kansas
$665K +$92.2K +903 +16%
OIWM
488
OptiFour Integrated Wealth Management
Virginia
$662K +$662K +6,487 New
BA
489
BKS Advisors
Michigan
$660K -$57.1K -559 -8%
MOS
490
MGO One Seven
Ohio
$656K +$656K +6,427 New
LBC
491
Lowe Brockenbrough & Co
Virginia
$651K -$45.9K -450 -7%
PCM
492
Parsons Capital Management
Rhode Island
$650K +$3.57K +35 +0.6%
BFA
493
Benedict Financial Advisors
Georgia
$649K -$41.9K -411 -6%
LFS
494
Legacy Financial Strategies
Kansas
$649K +$649K +6,358 New
HH
495
Hilltop Holdings
Texas
$647K +$647K +6,340 New
CFIA
496
Cantor Fitzgerald Investment Advisors
New York
$642K – – –
FFG
497
Ford Financial Group
California
$640K +$640K +6,141 New
CB
498
Commerce Bank
Missouri
$639K -$122K -1,195 -16%
MFW
499
Mosaic Family Wealth
Missouri
$639K +$336K +3,292 +111%
FPFS
500
First Personal Financial Services
North Carolina
$638K -$341K -3,339 -35%
18 19
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