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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 %
GIM
501
Goelzer Investment Management
Indiana
$639K +$372K +3,663 +139%
BIM
502
Baldwin Investment Management
Pennsylvania
$639K +$639K +6,285 New
MFW
503
Mosaic Family Wealth
Missouri
$637K – – –
CCT
504
Capital City Trust
Florida
$632K -$5.59K -55 -0.9%
FFG
505
Ford Financial Group
California
$624K – – –
BFA
506
Benedict Financial Advisors
Georgia
$623K -$7.11K -70 -1%
CPA
507
Capital Planning Advisors
California
$614K -$115K -1,132 -16%
DLCIG
508
D.L. Carlson Investment Group
New Hampshire
$612K -$34.7K -341 -5%
Cerity Partners
509
Cerity Partners
New York
$611K – – –
SPI
510
Santori & Peters Inc
Pennsylvania
$607K -$104K -1,025 -15%
EAM
511
Evanson Asset Management
California
$604K +$203 +2 +0%
LRIA
512
Leonard Rickey Investment Advisors
Washington
$602K -$73.7K -726 -11%
WDL
513
Well Done LLC
Michigan
$596K -$150K -1,480 -20%
AWA
514
Acorn Wealth Advisors
Michigan
$590K -$10.2K -100 -2%
TC
515
Trilogy Capital
California
$588K +$238K +2,344 +68%
RWM
516
Ritholtz Wealth Management
New York
$587K -$10.5K -103 -2%
VCWA
517
Vanguard Capital Wealth Advisors
Colorado
$585K -$11.8K -116 -2%
FCI
518
Financial Counselors Inc
Kansas
$584K -$5.99K -59 -1%
MSAM
519
Moloney Securities Asset Management
Missouri
$582K – – –
FG
520
Fiduciary Group
Georgia
$581K – – –
AAS
521
Annex Advisory Services
Wisconsin
$579K -$72.2K -711 -11%
Chevy Chase Trust
522
Chevy Chase Trust
Maryland
$578K +$95K +936 +20%
SCM
523
Sterneck Capital Management
Missouri
$576K – – –
CM
524
Capital Management
Virginia
$572K -$14.2K -140 -2%
GG
525
Gofen & Glossberg
Illinois
$571K +$98.1K +965 +21%
19 20
21
22 23