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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

841 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+124
Holders Change %
+17.29%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.94M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M

Top Buyers

1
W
Wealthfront
California
+$71.7M
2
LPL Financial
LPL Financial
California
+$15.1M
3
CRC
Curi RMB Capital
Illinois
+$10.9M
4
LNC
Lincoln National Corp
Pennsylvania
+$10.8M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$9.69M

Top Sellers

1
AL
Aspiriant LLC
California
-$32.4M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$15M
3
BMCM
Bryn Mawr Capital Management
Pennsylvania
-$12.3M
4
ICOA
Investment Centers of America
North Dakota
-$11.6M
5
SIA
Starfire Investment Advisers
Michigan
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
551
Dynamic Advisor Solutions
Arizona
$486K +$12.1K +119 +3%
GP
552
Girard Partners
Pennsylvania
$482K +$2.14K +21 +0.4%
WWM
553
Windsor Wealth Management
Indiana
$473K +$473K +4,640 New
AWP
554
Ascent Wealth Partners
New York
$470K +$50.3K +493 +12%
WWM
555
Wagner Wealth Management
South Carolina
$468K +$468K +4,467 New
BIA
556
BHK Investment Advisors
Alabama
$466K +$466K +4,562 New
KC
557
Kingfisher Capital
North Carolina
$464K +$2.45K +24 +0.5%
SS
558
Simplicity Solutions
Minnesota
$457K +$457K +4,480 New
BG
559
Bahl & Gaynor
Ohio
$455K -$24.5K -240 -5%
BCM
560
Brookmont Capital Management
Texas
$455K +$78.9K +773 +21%
AF
561
Advisornet Financial
Minnesota
$446K +$446K +4,376 New
SMG
562
Smart Money Group
Texas
$443K +$443K +4,341 New
WKWM
563
Walter & Keenan Wealth Management
Indiana
$442K – – –
SFSIG
564
San Francisco Sentry Investment Group
California
$442K +$226K +2,210 +104%
NDSI
565
Newman Dignan & Sheerar Inc
Rhode Island
$437K +$1.74K +17 +0.4%
CCA
566
Clearwater Capital Advisors
Illinois
$435K -$15K -147 -3%
MHIC
567
Marble Harbor Investment Counsel
Massachusetts
$434K +$24.5K +240 +6%
VCA
568
Verdence Capital Advisors
Maryland
$432K +$432K +4,238 New
CM
569
Capital Management
Virginia
$429K -$13.3K -130 -3%
DBT
570
Dubuque Bank & Trust
Iowa
$429K -$11.5K -113 -3%
CA
571
Capital Advantage
California
$428K -$2.65K -26 -0.6%
ACM
572
Advisors Capital Management
New Jersey
$428K – – –
BFA
573
Bragg Financial Advisors
North Carolina
$426K -$3.98K -39 -0.9%
SC
574
Savant Capital
Illinois
$426K +$11.6K +114 +3%
TA
575
Tiedemann Advisors
New York
$425K +$425K +4,174 New
21 22
23
24 25