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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 %
MHIC
576
Marble Harbor Investment Counsel
Massachusetts
$430K -$2.03K -20 -0.5%
CCA
577
Clearwater Capital Advisors
Illinois
$430K – – –
ACM
578
Advisors Capital Management
New Jersey
$430K +$56K +551 +15%
PP
579
Patten & Patten
Tennessee
$426K – – –
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$424K -$421K -4,134 -50%
BC
581
Brinker Capital
Pennsylvania
$423K -$6.7K -66 -2%
CA
582
Calton & Associates
Florida
$422K -$101K -942 -19%
NL
583
NVWM LLC
Pennsylvania
$421K -$44.5K -436 -10%
MCM
584
MAI Capital Management
Ohio
$420K +$155K +1,525 +58%
DY
585
Dowling & Yahnke
California
$418K +$37.3K +367 +10%
BCM
586
Bienville Capital Management
New York
$414K +$306 +3 +0.1%
JWM
587
JGP Wealth Management
Oregon
$412K +$412K +4,055 New
BFO
588
Biltmore Family Office
North Carolina
$410K -$11.7K -115 -3%
FHA
589
First Horizon Advisors
Tennessee
$410K +$209K +2,056 +104%
SC
590
Savant Capital
Illinois
$408K – – –
AWS
591
AJ Wealth Strategies
New York
$403K – – –
Truist Financial
592
Truist Financial
North Carolina
$403K +$61.5K +605 +18%
CCM
593
Coe Capital Management
Illinois
$402K – – –
OWM
594
Orgel Wealth Management
Wisconsin
$402K +$28.5K +281 +8%
MWPCG
595
Measured Wealth Private Client Group
New Hampshire
$401K +$401K +3,949 New
BCM
596
Boltwood Capital Management
California
$398K – – –
MWM
597
Merriman Wealth Management
Washington
$396K -$21.4K -210 -5%
TIM
598
Tortoise Investment Management
New York
$392K – – –
GTAM
599
Global Trust Asset Management
Florida
$386K +$24.8K +244 +7%
MWM
600
Marietta Wealth Management
Georgia
$384K +$145K +1,425 +61%
22 23
24
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