VIG icon

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 %
Wolverine Trading
676
Wolverine Trading
Illinois
$261K +$261K +2,579 New
BTNA
677
Bremer Trust National Association
Minnesota
$259K – – –
PFS
678
Prospera Financial Services
Texas
$258K -$264K -2,618 -51%
PHS
679
Pekin Hardy Strauss
Illinois
$258K -$10.1K -100 -4%
CC
680
Cadinha & Co
Hawaii
$256K -$56.6K -560 -18%
FPCM
681
Financial Partners Capital Management
New York
$255K – – –
SCP
682
Silverleafe Capital Partners
Tennessee
$254K +$808 +8 +0.3%
AIM
683
Aspen Investment Management
Michigan
$253K -$81K -800 -24%
OIA
684
Optimum Investment Advisors
Illinois
$252K +$404 +4 +0.2%
OAM
685
Oak Asset Management
California
$250K – – –
SFC
686
SYM Financial Corp
Indiana
$249K -$5.85K -58 -2%
CCM
687
Crossvault Capital Management
Texas
$249K – – –
PCG
688
Private Capital Group
Connecticut
$246K – – –
TWA
689
TCI Wealth Advisors
Arizona
$245K -$55.4K -549 -18%
MGIA
690
Moneta Group Investment Advisors
Missouri
$245K – – –
KIA
691
Kopp Investment Advisors
Minnesota
$243K – – –
LIA
692
LBMC Investment Advisors
Tennessee
$241K – – –
CCP
693
Cardan Capital Partners
Colorado
$241K +$241K +2,385 New
JA
694
JOYN Advisors
Georgia
$240K -$104K -1,025 -30%
PW
695
Peninsula Wealth
California
$238K +$238K +2,360 New
CAN
696
Claraphi Advisory Network
United States
$237K -$4.75K -47 -2%
MWM
697
Marietta Wealth Management
Georgia
$237K -$2.22K -22 -0.9%
BWM
698
Baystate Wealth Management
Massachusetts
$237K +$50.2K +495 +27%
MBT
699
Montecito Bank & Trust
California
$235K – – –
NCM
700
Northwest Capital Management
Oregon
$235K – – –
26 27
28
29 30