VIG icon

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 %
MPI
626
Mairs & Power Inc
Minnesota
$327K – – –
IWP
627
Icon Wealth Partners
Texas
$326K +$326K +3,197 New
HCM
628
Hengehold Capital Management
Ohio
$324K -$21.5K -211 -6%
EWA
629
EP Wealth Advisors
California
$322K +$35.4K +347 +12%
AOWM
630
Alpha Omega Wealth Management
Virginia
$319K -$4.8K -47 -1%
CC
631
Cadinha & Co
Hawaii
$316K +$40.3K +395 +15%
SFA
632
Sequoia Financial Advisors
Ohio
$315K +$315K +3,089 New
WA
633
Winfield Associates
Ohio
$313K +$1.23K +12 +0.4%
PAM
634
Palisade Asset Management
Minnesota
$313K +$313K +3,072 New
SCA
635
Sage Capital Advisors
South Dakota
$312K – – –
TNBTD
636
Trustmark National Bank Trust Department
Mississippi
$309K -$2.55K -25 -0.8%
WF
637
Welch & Forbes
Massachusetts
$308K +$308K +3,016 New
EDRH
638
Edmond de Rothschild Holding
Switzerland
$306K -$94.9K -930 -24%
PVH
639
Psagot Value Holdings
Israel
$306K – – –
CC
640
Claybrook Capital
Massachusetts
$306K +$306K +3,000 New
PFM
641
Parsec Financial Management
North Carolina
$304K – – –
TWA
642
TCI Wealth Advisors
Arizona
$304K +$21K +206 +7%
AIA
643
Allied Investment Advisors
Montana
$304K +$304K +2,979 New
RRC
644
Relaxing Retirement Coach
Massachusetts
$304K +$304K +2,980 New
S
645
SimplyRich
California
$304K +$304K +2,981 New
FI
646
FormulaFolio Investments
Michigan
$303K -$4.49K -44 -1%
BWA
647
Burt Wealth Advisors
Maryland
$303K – – –
PG
648
Patten Group
Tennessee
$300K +$2.55K +25 +0.9%
RM
649
Resource Management
Louisiana
$300K +$300K +2,966 New
OPWM
650
Oak Point Wealth Management
Michigan
$299K +$299K +2,918 New
24 25
26
27 28