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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 %
POIA
476
Pin Oak Investment Advisors
Texas
$706K -$151K -1,484 -18%
CCP
477
Corient Capital Partners
California
$705K -$7.72K -76 -1%
LFS
478
Legacy Financial Strategies
Kansas
$703K +$28.8K +283 +4%
MWM
479
Meridian Wealth Management
Kentucky
$702K -$2.24K -22 -0.3%
LPIC
480
LeJeune Puetz Investment Counsel
Michigan
$701K -$163K -1,600 -19%
EHC
481
Everett Harris & Co
California
$700K -$153K -1,505 -18%
SC
482
Stratford Consulting
Texas
$698K -$31.8K -313 -4%
FIM
483
Frontier Investment Management
Texas
$697K -$58.7K -578 -8%
ACM
484
AlphaStar Capital Management
North Carolina
$696K +$696K +6,844 New
MIM
485
Miller Investment Management
Pennsylvania
$687K – – –
CPA
486
Clear Perspective Advisors
Illinois
$686K +$7.11K +70 +1%
NSIM
487
North Star Investment Management
Illinois
$681K +$50.8K +500 +8%
PCM
488
Parsons Capital Management
Rhode Island
$678K +$9.65K +95 +1%
WMG
489
WESCAP Management Group
California
$672K – – –
GHA
490
GW Henssler & Associates
Georgia
$671K +$5.08K +50 +0.8%
TL
491
TrueWealth LLC
Georgia
$670K +$5.18K +51 +0.8%
SS
492
Simplicity Solutions
Minnesota
$669K +$108K +1,063 +19%
CB
493
Commerce Bank
Missouri
$659K -$29K -285 -4%
LBC
494
Lowe Brockenbrough & Co
Virginia
$657K -$4.06K -40 -0.6%
KTM
495
Keeler Thomas Management
Utah
$656K +$50.8K +500 +8%
SWM
496
SeaCrest Wealth Management
New York
$655K -$50.1K -493 -7%
NWM
497
Northwest Wealth Management
Iowa
$653K -$7.01K -69 -1%
OIWM
498
OptiFour Integrated Wealth Management
Virginia
$648K – – –
BA
499
BKS Advisors
Michigan
$646K -$610 -6 -0.1%
CFIA
500
Cantor Fitzgerald Investment Advisors
New York
$639K – – –
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