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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 %
NFG
601
Nations Financial Group
Iowa
$362K +$1.12K +11 +0.3%
Lido Advisors
602
Lido Advisors
California
$361K +$14.2K +139 +4%
BFIM
603
Beese Fulmer Investment Management
Ohio
$360K +$17.1K +168 +5%
SSB
604
Sandy Spring Bank
Maryland
$359K -$11.7K -115 -3%
BHIA
605
Birch Hill Investment Advisors
Massachusetts
$356K +$356K +3,488 New
SP
606
Successful Portfolios
Florida
$356K +$356K +3,493 New
PWM
607
Perigon Wealth Management
California
$354K +$2.96K +29 +0.8%
TCOO
608
Trust Company of Oklahoma
Oklahoma
$352K – – –
SCM
609
Sterling Capital Management
North Carolina
$350K +$350K +3,435 New
SMFS
610
Squar Milner Financial Services
California
$348K +$348K +3,211 New
JA
611
JOYN Advisors
Georgia
$347K +$347K +3,401 New
CPSAC
612
Chas P. Smith & Associates (CPS)
Florida
$342K – – –
SCM
613
SOL Capital Management
Maryland
$342K +$342K +3,350 New
AFG
614
Albion Financial Group
Utah
$341K -$1.53K -15 -0.4%
1832 Asset Management
615
1832 Asset Management
Ontario, Canada
$339K -$2.44K -24 -0.7%
OSNBOA
616
Old Second National Bank of Aurora
Illinois
$338K – – –
PA
617
Parkside Advisors
California
$338K – – –
AIM
618
Aspen Investment Management
Michigan
$337K – – –
NSAM
619
North Star Asset Management
Wisconsin
$337K +$337K +3,300 New
ST
620
Sageworth Trust
Pennsylvania
$336K -$6.02K -59 -2%
LA
621
LVW Advisors
New York
$333K +$8.78K +86 +3%
SGAM
622
Steinberg Global Asset Management
Florida
$331K – – –
SWM
623
SVA Wealth Management
Wisconsin
$331K +$12.6K +123 +4%
UBS AM
624
UBS AM
Illinois
$330K +$102 +1 +0%
NGA
625
Naples Global Advisors
Florida
$330K +$2.04K +20 +0.6%
23 24
25
26 27