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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 %
F
726
F3Logic
Minnesota
$208K +$208K +2,057 New
ZIC
727
ZWJ Investment Counsel
Georgia
$207K – – –
LCM
728
LVM Capital Management
Michigan
$207K +$202 +2 +0.1%
AIM
729
Arcadia Investment Management
Michigan
$206K – – –
FFBTD
730
First Financial Bank - Trust Division
Ohio
$205K – – –
BCM
731
BTR Capital Management
California
$203K +$1.52K +15 +0.8%
BWM
732
Buckley Wealth Management
Nevada
$201K +$201K +1,986 New
FHA
733
First Horizon Advisors
Tennessee
$200K – – –
WCM
734
Wealthcare Capital Management
Virginia
$186K – – –
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$184K -$104K -1,034 -36%
PCA
736
Peddock Capital Advisors
Massachusetts
$174K -$33.1K -327 -16%
BRC
737
Bell Rock Capital
Delaware
$169K +$20.2K +199 +14%
GWS
738
Glassman Wealth Services
Virginia
$167K +$48.1K +476 +41%
ACM
739
Armbruster Capital Management
New York
$163K – – –
FPS
740
Fieldpoint Private Securities
Connecticut
$161K – – –
FRA
741
Front Row Advisors
California
$158K -$11.1K -110 -7%
LWS
742
Lucia Wealth Services
California
$151K +$151K +1,491 New
KC
743
KHP Capital
Oklahoma
$151K +$151K +1,497 New
MSA
744
Marino Stram & Associates
Massachusetts
$150K +$202 +2 +0.1%
AI
745
ArchPoint Investors
Florida
$149K – – –
PO
746
Private Ocean
California
$149K +$101K +1,004 +210%
MCWS
747
McKinley Carter Wealth Services
West Virginia
$147K +$147K +1,450 New
KF
748
Krilogy Financial
Missouri
$146K +$29.3K +291 +25%
MCM
749
MV Capital Management
Maryland
$143K – – –
CCM
750
Cribstone Capital Management
Maine
$135K – – –
28 29
30
31 32