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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 %
SIAS
151
Shine Investment Advisory Services
Colorado
$6.03M -$196K -1,942 -3%
AAP
152
Arax Advisory Partners
Colorado
$6.03M -$739K -7,312 -11%
WAM
153
Wealthspire Advisors (Maryland)
Maryland
$5.95M -$506K -5,009 -8%
SCA
154
Snowden Capital Advisors
New York
$5.89M +$124K +1,228 +2%
FHC
155
First Heartland Consultants
Missouri
$5.81M +$99.3K +983 +2%
RCAG
156
Rehmann Capital Advisory Group
Michigan
$5.81M -$135K -1,337 -2%
CIC
157
Carnegie Investment Counsel
Ohio
$5.7M +$287K +2,817 +5%
RIA
158
Regal Investment Advisors
Michigan
$5.68M +$80.7K +799 +1%
MFS
159
McNamara Financial Services
Massachusetts
$5.65M -$56.5K -559 -1%
PA
160
Parallel Advisors
California
$5.64M -$120K -1,192 -2%
CTC
161
Central Trust Company
Missouri
$5.61M -$1.72M -17,057 -24%
RIL
162
Rothschild Investment LLC
Illinois
$5.6M +$241K +2,385 +5%
HSA
163
HBK Sorce Advisory
Pennsylvania
$5.58M +$96.7K +957 +2%
APA
164
American Portfolios Advisors
New York
$5.53M -$166K -1,638 -3%
PFA
165
Pathway Financial Advisors
Vermont
$5.41M -$19.5K -193 -0.4%
SBA
166
Secrest Blakey & Associates
North Carolina
$5.41M -$476K -4,711 -8%
LGWM
167
Litman Gregory Wealth Management
California
$5.35M +$1.86M +18,395 +53%
WP
168
WealthShield Partners
North Carolina
$5.34M -$124K -1,231 -2%
FWM
169
FFT Wealth Management
Pennsylvania
$5.32M -$2.68M -26,494 -33%
DC
170
Davenport & Co
Virginia
$5.23M +$777K +7,693 +17%
KCM
171
Karp Capital Management
California
$5.22M +$904K +8,945 +21%
PP
172
Palladium Partners
Virginia
$5.16M -$20K -198 -0.4%
JMFC
173
J.M. Forbes & Co
Massachusetts
$5.16M +$176K +1,738 +4%
KCPG
174
Kavar Capital Partners Group
Kansas
$5.13M +$315K +3,114 +7%
BFM
175
Boston Financial Management
Massachusetts
$5.12M -$471K -4,656 -8%
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