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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 %
EC
501
Estate Counselors
Wisconsin
$596K -$101K -1,000 -14%
RWM
502
Ritholtz Wealth Management
New York
$594K -$977K -9,667 -62%
FCI
503
Financial Counselors Inc
Kansas
$587K -$71.7K -709 -11%
VCWA
504
Vanguard Capital Wealth Advisors
Colorado
$587K -$369K -3,700 -39%
CM
505
Capital Management
Virginia
$583K +$158K +1,565 +37%
MSAM
506
Moloney Securities Asset Management
Missouri
$579K +$3.64K +36 +0.6%
FG
507
Fiduciary Group
Georgia
$578K -$14.8K -146 -2%
SCM
508
Sterneck Capital Management
Missouri
$573K -$10.4K -103 -2%
LCC
509
Lincoln Capital Corp
Rhode Island
$567K +$11.9K +118 +2%
SS
510
Simplicity Solutions
Minnesota
$559K +$106K +1,048 +23%
KPAG
511
KLS Professional Advisors Group
New York
$558K -$128K -1,268 -19%
BWP
512
Baldwin Wealth Partners
Massachusetts
$556K – – –
CAM
513
Carret Asset Management
New York
$551K +$22.7K +225 +4%
DHFB
514
Dixon Hubard Feinour & Brown
Virginia
$550K -$30.3K -300 -5%
SCP
515
Syntal Capital Partners
Texas
$547K – – –
SBH
516
Segall Bryant & Hamill
Illinois
$547K +$547K +5,414 New
CAMG
517
CWA Asset Management Group
Florida
$545K – – –
BIAS
518
Beacon Investment Advisory Services
New Jersey
$543K – – –
BIA
519
BHK Investment Advisors
Alabama
$541K +$80.4K +796 +17%
Toronto Dominion Bank
520
Toronto Dominion Bank
Ontario, Canada
$532K – – –
FDCC
521
Foster Dykema Cabot & Co
Massachusetts
$530K -$4.75K -47 -0.9%
IP
522
Intellectus Partners
California
$526K – – –
MI
523
Mercer Investments
Massachusetts
$524K -$1M -9,908 -66%
WSFS
524
Wilmington Savings Fund Society
Delaware
$520K – – –
SWM
525
Stockman Wealth Management
Montana
$519K -$5.56K -55 -1%
19 20
21
22 23