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 %
LIA
776
LS Investment Advisors
Michigan
$85K – – –
BBHC
777
Brown Brothers Harriman & Co
New York
$81K -$79.5K -785 -50%
WCM
778
Whitener Capital Management
North Carolina
$79K – – –
GAM
779
Gemmer Asset Management
California
$79K – – –
RFA
780
Reilly Financial Advisors
California
$74K -$3.85K -38 -5%
RA
781
Rational Advisors
New York
$72K +$72K +714 New
NSB
782
Norway Savings Bank
Maine
$68K -$505 -5 -0.7%
BCWM
783
Bartlett & Co Wealth Management
Ohio
$67.2K +$67.2K +665 New
NC
784
NewSquare Capital
Pennsylvania
$67K – – –
BC
785
Bartlett & Co
Ohio
$67K – – –
LWA
786
Lenox Wealth Advisors
New York
$67K +$67K +663 New
EWM
787
Edge Wealth Management
New York
$64K – – –
APSP
788
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K -$55K -546 -47%
AC
789
Avestar Capital
New York
$60K – – –
LFA
790
Legacy Financial Advisors
Kentucky
$56K – – –
DWM
791
Destination Wealth Management
California
$55K +$55K +543 New
AIM
792
Advantage Investment Management
Iowa
$54K -$42.6K -424 -44%
PAI
793
Pittenger & Anderson Inc
Nebraska
$53K – – –
PCTC
794
Perkins Coie Trust Company
Washington
$52K – – –
FA
795
Fortis Advisors
Pennsylvania
$50K -$144K -1,425 -74%
BAM
796
Barrett Asset Management
New York
$48K -$5.05K -50 -10%
SIM
797
Sonora Investment Management
Arizona
$47.7K +$5.86K +58 +14%
FANJ
798
Financial Architects (New Jersey)
New Jersey
$47K -$235K -2,308 -83%
IIC
799
Integrated Investment Consultants
Michigan
$47K +$47K +468 New
BNP Paribas Financial Markets
800
BNP Paribas Financial Markets
France
$42.5K +$42.5K +421 New
30 31
32
33 34