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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 %
SFSIG
551
San Francisco Sentry Investment Group
California
$463K +$25.7K +255 +6%
WS
552
Wedbush Securities
California
$460K -$90.6K -896 -16%
KC
553
Kingfisher Capital
North Carolina
$459K +$101 +1 +0%
AW
554
ACG Wealth
Georgia
$457K -$5.38M -53,308 -92%
NL
555
NVWM LLC
Pennsylvania
$450K +$279K +2,830 +164%
SFWA
556
Summit Financial Wealth Advisors
Louisiana
$446K -$126K -1,250 -22%
SSB
557
Sandy Spring Bank
Maryland
$445K +$89.3K +885 +25%
WF
558
Welch & Forbes
Massachusetts
$444K +$139K +1,375 +46%
AWP
559
Ascent Wealth Partners
New York
$439K -$27.1K -268 -6%
WKWM
560
Walter & Keenan Wealth Management
Indiana
$438K – – –
NDSI
561
Newman Dignan & Sheerar Inc
Rhode Island
$433K +$1.31K +13 +0.3%
MHIC
562
Marble Harbor Investment Counsel
Massachusetts
$430K – – –
FWM
563
Focused Wealth Management
New York
$430K +$28.1K +278 +7%
BC
564
Brinker Capital
Pennsylvania
$428K -$4.4M -43,533 -91%
CCA
565
Clearwater Capital Advisors
Illinois
$428K -$3.24K -32 -0.8%
PP
566
Patten & Patten
Tennessee
$424K +$27.8K +275 +7%
PSF
567
Pacific Sun Financial
California
$422K +$422K +4,180 New
SCM
568
Southport Capital Management
Tennessee
$419K +$127K +1,255 +43%
BFO
569
Biltmore Family Office
North Carolina
$417K -$65.6K -650 -14%
MWM
570
Merriman Wealth Management
Washington
$415K -$303 -3 -0.1%
IAM
571
Integre Asset Management
New York
$412K – – –
BCM
572
Bienville Capital Management
New York
$409K -$214K -2,117 -34%
SC
573
Savant Capital
Illinois
$406K -$16K -158 -4%
PP
574
PrairieView Partners
Minnesota
$406K -$1.62K -16 -0.4%
BFA
575
Bragg Financial Advisors
North Carolina
$405K -$16.4K -162 -4%
21 22
23
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