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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 %
GHA
476
GW Henssler & Associates
Georgia
$662K -$35.1K -347 -5%
TL
477
TrueWealth LLC
Georgia
$661K -$63.7K -631 -9%
LBC
478
Lowe Brockenbrough & Co
Virginia
$658K +$12.6K +125 +2%
NWM
479
Northwest Wealth Management
Iowa
$657K -$14.1K -139 -2%
SB
480
Simmons Bank
Arkansas
$652K -$35.4K -350 -5%
AAS
481
Annex Advisory Services
Wisconsin
$648K -$37K -366 -5%
NFG
482
Nadler Financial Group
Illinois
$645K -$88.9K -880 -12%
OIWM
483
OptiFour Integrated Wealth Management
Virginia
$645K -$10.9K -108 -2%
DLCIG
484
D.L. Carlson Investment Group
New Hampshire
$643K -$24.5K -242 -4%
HCM
485
HMS Capital Management
Tennessee
$643K -$17.2K -170 -3%
BA
486
BKS Advisors
Michigan
$643K -$10.4K -103 -2%
LIC
487
Lodestar Investment Counsel
Illinois
$637K +$50.5K +500 +9%
CFIA
488
Cantor Fitzgerald Investment Advisors
New York
$636K – – –
CCT
489
Capital City Trust
Florida
$634K -$41.1K -407 -6%
MFW
490
Mosaic Family Wealth
Missouri
$633K +$808 +8 +0.1%
BJL
491
Brighton Jones LLC
Washington
$632K +$9.1K +90 +1%
BFA
492
Benedict Financial Advisors
Georgia
$627K -$16.1K -159 -3%
NSIM
493
North Star Investment Management
Illinois
$627K – – –
FFG
494
Ford Financial Group
California
$620K -$202 -2 -0%
Cerity Partners
495
Cerity Partners
New York
$607K +$94.4K +935 +18%
LWAC
496
Laurel Wealth Advisors (California)
California
$603K +$36.9K +365 +7%
KTM
497
Keeler Thomas Management
Utah
$602K +$30.3K +300 +5%
EAM
498
Evanson Asset Management
California
$600K -$9.8K -97 -2%
LW
499
Linscomb Wealth
Texas
$598K – – –
AWA
500
Acorn Wealth Advisors
Michigan
$597K +$1.22K +12 +0.2%
18 19
20
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