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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
$42.4M
2
W
Wealthfront
California
$585M
3
Vanguard Group
Vanguard Group
Pennsylvania
$447M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$217M
5
CL
CPWM LLC
Washington
$15.3M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$41.9M
2
Bank of America
Bank of America
North Carolina
$1.59B
3
Morgan Stanley
Morgan Stanley
New York
$646M
4
UBS Group
UBS Group
Switzerland
$421M
5
AllianceBernstein
AllianceBernstein
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$14.2M -$232K -2,296 -2%
PAG
77
Private Advisor Group
New Jersey
$13.9M +$3.56M +35,246 +34%
DWM
78
Doyle Wealth Management
Florida
$13.8M +$457K +4,518 +3%
GC
79
Gibson Capital
Pennsylvania
$13.7M -$441K -4,370 -3%
WP
80
WMS Partners
Maryland
$13.6M -$494K -4,889 -4%
CAL
81
Capital Advisors Ltd
Ohio
$13.5M +$287K +2,836 +2%
CRC
82
Curi RMB Capital
Illinois
$13.4M +$1.88M +18,605 +16%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$13.2M +$218K +2,155 +2%
NHC
84
Nicholas Hoffman & Company
Georgia
$13M +$156K +1,546 +1%
BMCM
85
Bryn Mawr Capital Management
Pennsylvania
$12.8M +$12.8M +126,391 New
TCM
86
TD Capital Management
Tennessee
$12.5M -$288K -2,849 -2%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$12.3M -$389K -3,850 -3%
HCM
88
HM Capital Management
Missouri
$12.2M -$3.08M -30,440 -20%
WIC
89
Whitegate Investment Counselors
New Hampshire
$12.1M -$98K -970 -0.8%
PP
90
PagnatoKarp Partners
Virginia
$12M -$2.7M -26,691 -18%
IFA
91
Interactive Financial Advisors
Illinois
$11.9M -$1.23M -12,151 -9%
BFG
92
Beacon Financial Group
Texas
$11.8M -$5.33M -52,734 -31%
CL
93
Choreo LLC
Illinois
$11.5M +$1.65M +16,345 +17%
SFG
94
StrategIQ Financial Group
Indiana
$11.2M -$176K -1,738 -2%
SI
95
SimpliFi Inc
California
$11.2M -$514K -5,084 -4%
FSA
96
Financial Sense Advisors
California
$11.2M +$13.4K +133 +0.1%
CCM
97
Covington Capital Management
California
$11M -$1.29M -12,720 -11%
WA
98
Wealth Architects
California
$10.9M +$2.24M +22,132 +26%
WT
99
Whittier Trust
California
$10.9M +$704K +6,968 +7%
WFWM
100
Wechter Feldman Wealth Management
New Jersey
$10.7M -$570K -5,644 -5%
2 3
4
5 6