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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 %
SBIA
701
Sheaff Brock Investment Advisors
Indiana
$235K +$6.66K +66 +3%
RWM
702
RKL Wealth Management
Pennsylvania
$234K +$20.6K +205 +10%
JIP
703
Jaffetilchin Investment Partners
Florida
$232K -$794K -7,869 -77%
ZF
704
Zhang Financial
Michigan
$232K -$9.79K -99 -4%
RTS
705
Round Table Services
New Jersey
$232K +$232K +2,296 New
RA
706
RFG Advisory
Alabama
$231K -$3.1M -30,766 -93%
FWCM
707
Ferguson Wellman Capital Management
Oregon
$231K +$231K +2,288 New
SBL
708
Sargent Bickham Lagudis
Colorado
$227K -$27.7K -274 -11%
DIA
709
Denver Investment Advisors
Colorado
$225K -$19.7K -195 -8%
SNT
710
Security National Trust
West Virginia
$225K – – –
Comerica Bank
711
Comerica Bank
Texas
$225K +$19K +185 +9%
DW
712
Domani Wealth
Pennsylvania
$222K -$101 -1 -0%
FC
713
Ferris Capital
Massachusetts
$222K – – –
TW
714
Transform Wealth
Colorado
$222K – – –
BCFS
715
Butensky & Cohen Financial Security
Florida
$222K +$222K +2,201 New
EWG
716
Executive Wealth Group
Washington
$217K +$809 +8 +0.4%
SXL
717
Summit X LLC
Missouri
$216K -$68.3K -676 -24%
JCM
718
Jacobi Capital Management
Pennsylvania
$213K +$12.3K +124 +6%
HT
719
Heritage Trust
Oklahoma
$213K +$188K +1,858 +743%
OAM
720
Oppenheimer Asset Management
New York
$212K -$13.6K -135 -6%
ATC
721
Argent Trust Co
Tennessee
$211K +$211K +2,086 New
AIM
722
Anchor Investment Management
South Carolina
$210K – – –
WF
723
WealthTrust Fairport
Ohio
$210K +$210K +2,075 New
IFAM
724
Institutional & Family Asset Management
Colorado
$209K +$907 +9 +0.4%
CF
725
Corrigan Financial
Rhode Island
$209K +$209K +2,065 New
27 28
29
30 31