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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 %
AWS
576
AJ Wealth Strategies
New York
$401K – – –
CCM
577
Coe Capital Management
Illinois
$400K -$10.1K -100 -2%
BCM
578
Boltwood Capital Management
California
$395K – – –
CT
579
Cambridge Trust
Massachusetts
$393K – – –
TIM
580
Tortoise Investment Management
New York
$390K – – –
Lido Advisors
581
Lido Advisors
California
$386K +$29K +287 +8%
SEIA
582
Signature Estate & Investment Advisors
California
$385K -$30.5K -302 -7%
VCA
583
Verdence Capital Advisors
Maryland
$381K -$47.8K -472 -11%
SCM
584
SOL Capital Management
Maryland
$381K +$42.9K +425 +13%
SMG
585
Smart Money Group
Texas
$378K -$60.5K -599 -14%
DY
586
Dowling & Yahnke
California
$378K – – –
MWP
587
MYCIO Wealth Partners
Pennsylvania
$377K +$10.1K +100 +3%
SP
588
Successful Portfolios
Florida
$375K +$22.2K +220 +6%
SDWMA
589
Schneider Downs Wealth Management Advisors
Pennsylvania
$374K +$134K +1,325 +56%
CB
590
Cadence Bank
Mississippi
$374K +$374K +3,703 New
ACM
591
Advisors Capital Management
New Jersey
$372K -$52.1K -516 -12%
SPIA
592
Steward Partners Investment Advisory
New York
$372K +$91.4K +907 +33%
MRC
593
Millburn Ridgefield Corp
New York
$371K -$648K -6,414 -64%
OWM
594
Orgel Wealth Management
Wisconsin
$371K -$15.8K -157 -4%
IWM
595
IHT Wealth Management
Illinois
$371K -$3.36K -34 -0.9%
GTAM
596
Global Trust Asset Management
Florida
$360K -$911 -9 -0.3%
NFG
597
Nations Financial Group
Iowa
$359K +$708 +7 +0.2%
Walleye Trading
598
Walleye Trading
New York
$359K +$359K +3,557 New
SGAM
599
Steinberg Global Asset Management
Florida
$358K +$30.3K +300 +9%
BFIM
600
Beese Fulmer Investment Management
Ohio
$357K – – –
22 23
24
25 26