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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 %
SMFS
626
Squar Milner Financial Services
California
$324K – – –
PAM
627
Palisade Asset Management
Minnesota
$324K +$13.6K +135 +4%
IWP
628
Icon Wealth Partners
Texas
$323K – – –
SFA
629
Sequoia Financial Advisors
Ohio
$323K +$10.8K +107 +3%
AOWM
630
Alpha Omega Wealth Management
Virginia
$322K +$5.97K +59 +2%
CAM
631
Covenant Asset Management
New Jersey
$319K +$30.3K +300 +10%
LPT
632
Legacy Private Trust
Wisconsin
$318K -$54K -535 -15%
SCA
633
Sage Capital Advisors
South Dakota
$309K – – –
CANC
634
Culbertson A N & Co
Virginia
$309K +$309K +3,055 New
VNA
635
Valley National Advisers
Pennsylvania
$308K +$19.7K +195 +7%
BFC
636
Bedel Financial Consulting
Indiana
$308K +$79.9K +790 +35%
RC
637
RegentAtlantic Capital
New Jersey
$307K -$59.8K -592 -16%
TNBTD
638
Trustmark National Bank Trust Department
Mississippi
$306K – – –
AIA
639
Allied Investment Advisors
Montana
$305K +$3.84K +38 +1%
BHIA
640
Birch Hill Investment Advisors
Massachusetts
$303K -$49.3K -488 -14%
EDRH
641
Edmond de Rothschild Holding
Switzerland
$303K – – –
CC
642
Claybrook Capital
Massachusetts
$303K – – –
RRC
643
Relaxing Retirement Coach
Massachusetts
$301K – – –
BWA
644
Burt Wealth Advisors
Maryland
$301K – – –
S
645
SimplyRich
California
$301K – – –
RM
646
Resource Management
Louisiana
$300K – – –
ECAM
647
East Coast Asset Management
Massachusetts
$299K -$240K -2,376 -45%
RG
648
Rikoon Group
New Mexico
$299K +$299K +3,028 New
SWM
649
SVA Wealth Management
Wisconsin
$296K -$11.7K -123 -4%
VWM
650
Venturi Wealth Management
Texas
$295K -$70.7K -700 -19%
24 25
26
27 28