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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

684 hedge funds and large institutions have $8.18B invested in Vanguard Dividend Appreciation ETF in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 257 increasing their positions, 246 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+9
Holders Change %
+1.33%
% of All Funds
17.05%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.8%
New
56
Increased
257
Reduced
246
Closed
38
Calls
$17.6M
Puts
$4.28M
Net Calls
+$13.4M
Net Calls Change
+$7.98M

Top Buyers

1
W
Wealthfront
California
+$58M
2
MML Investors Services
MML Investors Services
Massachusetts
+$56.6M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$48.3M
4
AL
Aspiriant LLC
California
+$28.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$27.8M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$258M
2
Bank of America
Bank of America
North Carolina
-$68.3M
3
UBS Group
UBS Group
Switzerland
-$49.8M
4
Wells Fargo
Wells Fargo
California
-$30.7M
5
Goldman Sachs
Goldman Sachs
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
$1.73M -$6.05M -67,302 -78%
VC
252
Vicus Capital
Pennsylvania
$1.72M +$119K +1,328 +7%
SSWM
253
Sheets Smith Wealth Management
North Carolina
$1.72M – – –
FWP
254
FAS Wealth Partners
Kansas
$1.72M -$19.3K -215 -1%
CM
255
Cornerstone Management
Georgia
$1.7M -$432K -4,806 -20%
ACI
256
Alpha Cubed Investments
California
$1.63M +$143K +1,594 +10%
HWA
257
Heritage Wealth Advisors
Virginia
$1.63M +$25.3K +281 +2%
HIC
258
Holderness Investments Company
North Carolina
$1.62M +$1.62M +18,002 New
BWM
259
BerganKDV Wealth Management
Minnesota
$1.6M -$28.6K -318 -2%
VA
260
Valmark Advisers
Ohio
$1.59M +$241K +2,676 +18%
SWPG
261
Strategic Wealth Partners Group
Illinois
$1.59M -$87K -967 -5%
PA
262
Pinnacle Associates
New York
$1.57M -$93.7K -1,042 -6%
TD Asset Management
263
TD Asset Management
Ontario, Canada
$1.57M +$244K +2,712 +18%
JIP
264
Jaffetilchin Investment Partners
Florida
$1.56M +$1.13M +12,507 +256%
KLI
265
Kelman-Lazarov Inc
Tennessee
$1.54M -$23.3K -259 -1%
IF
266
IRON Financial
Illinois
$1.53M -$40.9K -455 -3%
RCA
267
Rowland Carmichael Advisors
Arizona
$1.51M -$40.6K -452 -3%
NFG
268
Next Financial Group
Texas
$1.49M -$1.91M -20,854 -56%
N
269
Natixis
France
$1.49M +$175K +1,950 +13%
WC
270
Wexford Capital
Florida
$1.48M +$1.48M +16,500 New
SWM
271
Segment Wealth Management
Texas
$1.48M – – –
VFA
272
Voya Financial Advisors
Connecticut
$1.46M +$713K +7,930 +95%
JIC
273
Johnson Investment Counsel
Ohio
$1.46M -$17.7K -197 -1%
BRF
274
B. Riley Financial
California
$1.46M +$33.2K +369 +2%
CA
275
Cornerstone Advisory
Maryland
$1.43M +$1.43M +15,850 New
9 10
11
12 13