VIG icon

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 %
FA
526
FC Advisory
Pennsylvania
$517K -$6.26K -62 -1%
AF
527
Advisornet Financial
Minnesota
$514K +$71.5K +707 +16%
NA
528
NewEdge Advisors
Louisiana
$512K +$32.3K +327 +7%
WA
529
WealthTrust-Arizona
Arizona
$511K -$6.87K -68 -1%
WCAMG
530
Woodard & Company Asset Management Group
North Carolina
$508K +$2.02K +20 +0.4%
MYIA
531
Mount Yale Investment Advisors
Colorado
$507K +$507K +5,019 New
BW
532
Bison Wealth
Georgia
$501K -$161K -1,594 -24%
SHGA
533
Sand Hill Global Advisors
California
$500K – – –
HC
534
Hamilton Capital
Ohio
$500K – – –
CA
535
Calton & Associates
Florida
$493K +$317K +3,135 +179%
First Manhattan
536
First Manhattan
New York
$492K – – –
VFA
537
Valeo Financial Advisors
Indiana
$491K -$138K -1,366 -22%
GAM
538
Gould Asset Management
California
$491K -$67.8K -670 -12%
BG
539
Bahl & Gaynor
Ohio
$489K +$38.4K +380 +9%
FNB
540
Farmers National Bank
Kentucky
$488K -$18K -178 -4%
WWM
541
Wagner Wealth Management
South Carolina
$482K +$30.3K +300 +7%
Chevy Chase Trust
542
Chevy Chase Trust
Maryland
$481K -$880K -8,709 -65%
BCM
543
Brookmont Capital Management
Texas
$479K +$28.4K +281 +6%
TA
544
Tiedemann Advisors
New York
$478K +$56.2K +556 +13%
DWA
545
Douglass Winthrop Advisors
New York
$475K -$16.2K -160 -3%
DBT
546
Dubuque Bank & Trust
Iowa
$475K +$50.5K +500 +12%
PV
547
Private Vista
Illinois
$474K +$474K +4,694 New
GG
548
Gofen & Glossberg
Illinois
$470K +$261K +2,589 +125%
WWM
549
Windsor Wealth Management
Indiana
$469K – – –
GP
550
Girard Partners
Pennsylvania
$468K -$9.5K -94 -2%
20 21
22
23 24