VIG icon

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 %
MGIA
701
Moneta Group Investment Advisors
Missouri
$246K – – –
KIA
702
Kopp Investment Advisors
Minnesota
$244K – – –
BFIM
703
Beese Fulmer Investment Management
Ohio
$243K -$115K -1,136 -32%
PW
704
Peninsula Wealth
California
$240K – – –
CCP
705
Cardan Capital Partners
Colorado
$239K -$2.94K -29 -1%
ZF
706
Zhang Financial
Michigan
$239K – – –
ACM
707
Alpha Capital Management
Texas
$238K +$238K +2,341 New
NCM
708
Northwest Capital Management
Oregon
$237K – – –
BCFS
709
Butensky & Cohen Financial Security
Florida
$237K +$12.9K +127 +6%
CAN
710
Claraphi Advisory Network
United States
$236K -$2.24K -22 -0.9%
JIP
711
Jaffetilchin Investment Partners
Florida
$234K – – –
MWP
712
MYCIO Wealth Partners
Pennsylvania
$233K -$147K -1,446 -39%
RTS
713
Round Table Services
New Jersey
$233K -$102 -1 -0%
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$231K -$50.9K -501 -18%
LIA
715
LBMC Investment Advisors
Tennessee
$229K -$13.3K -131 -5%
SBL
716
Sargent Bickham Lagudis
Colorado
$228K +$101 +1 +0%
IC
717
Iconiq Capital
California
$224K -$623K -6,087 -74%
BWM
718
Baystate Wealth Management
Massachusetts
$224K -$17.2K -167 -7%
TW
719
Transform Wealth
Colorado
$224K – – –
DW
720
Domani Wealth
Pennsylvania
$224K – – –
MWM
721
Mission Wealth Management
California
$224K +$224K +2,200 New
SBIA
722
Sheaff Brock Investment Advisors
Indiana
$222K -$15.3K -150 -6%
JCM
723
Jacobi Capital Management
Pennsylvania
$221K +$2.03K +20 +0.9%
RWM
724
RKL Wealth Management
Pennsylvania
$220K -$16.7K -164 -7%
Lido Advisors
725
Lido Advisors
California
$219K -$169K -1,667 -44%
27 28
29
30 31