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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 %
PFS
651
Prospera Financial Services
Texas
$308K +$48.3K +475 +19%
BHIA
652
Birch Hill Investment Advisors
Massachusetts
$305K – – –
EDRH
653
Edmond de Rothschild Holding
Switzerland
$305K – – –
CC
654
Claybrook Capital
Massachusetts
$305K – – –
S
655
SimplyRich
California
$303K – – –
RRC
656
Relaxing Retirement Coach
Massachusetts
$303K – – –
Toronto Dominion Bank
657
Toronto Dominion Bank
Ontario, Canada
$302K -$234K -2,300 -44%
BWA
658
Burt Wealth Advisors
Maryland
$302K – – –
SCA
659
Sage Capital Advisors
South Dakota
$301K -$10.2K -100 -3%
ECAM
660
East Coast Asset Management
Massachusetts
$301K – – –
RM
661
Resource Management
Louisiana
$301K +$507 +5 +0.2%
BFC
662
Bedel Financial Consulting
Indiana
$298K -$11.7K -115 -4%
ST
663
Sageworth Trust
Pennsylvania
$293K -$42K -413 -13%
CGA
664
Crescent Grove Advisors
Illinois
$292K – – –
HDIM
665
Hanson & Doremus Investment Management
Vermont
$289K -$5.28K -52 -2%
SMC
666
Smith, Moore & Co
Missouri
$288K -$66.7K -657 -19%
EIG
667
Ellenbecker Investment Group
Wisconsin
$287K – – –
IMOV
668
Investment Management of Virginia
Virginia
$285K – – –
FCB
669
First Command Bank
Texas
$283K – – –
FCFS
670
First Command Financial Services
Texas
$283K – – –
RT
671
Rockland Trust
Massachusetts
$283K +$283K +2,780 New
BF
672
Blankinship & Foster
California
$281K -$5.89K -58 -2%
AIM
673
Aspen Investment Management
Michigan
$278K +$24.2K +238 +10%
SFM
674
Signature Financial Management
Virginia
$276K – – –
FAG
675
Financial Advisory Group
Texas
$274K – – –
25 26
27
28 29