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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

542 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
14.46%
Holding in Top 10
84
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.18%
% of All Funds
2.24%
New
52
Increased
227
Reduced
190
Closed
25
Calls
$3M
Puts
$4.51M
Net Calls
-$1.51M
Net Calls Change
-$491K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$493M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$43.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$35M
4
W
Wealthfront
California
+$24.4M
5
MAA
Managed Account Advisors
New Jersey
+$15.3M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$586M
2
HP
HT Partners
Connecticut
-$21.2M
3
William Blair & Company
William Blair & Company
Illinois
-$16.5M
4
Wells Fargo
Wells Fargo
California
-$15.8M
5
GIM
Guild Investment Management
California
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
276
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$61.8K -768 -6%
NSIM
277
North Star Investment Management
Illinois
$1.02M – – –
DC
278
Davenport & Co
Virginia
$1.01M +$1.69K +21 +0.2%
SAA
279
Southeast Asset Advisors
Georgia
$994K +$42.2K +525 +4%
Schroder Investment Management Group
280
Schroder Investment Management Group
United Kingdom
$981K -$32.1K -400 -3%
WCM
281
Wealthcare Capital Management
Virginia
$981K +$981K +12,196 New
EWA
282
Exencial Wealth Advisors
Oklahoma
$975K – – –
SWM
283
Segment Wealth Management
Texas
$969K +$17.4K +216 +2%
KeyBank National Association
284
KeyBank National Association
Ohio
$960K -$54.6K -678 -5%
DDC
285
DF Dent & Co
Maryland
$954K -$6.04K -75 -0.6%
KA
286
Klingman & Associates
New York
$943K -$94.3K -1,172 -9%
JCM
287
Jag Capital Management
Missouri
$939K +$939K +11,670 New
TFA
288
Transamerica Financial Advisors
Florida
$924K +$924K +11,480 New
RMAM
289
Raab & Moskowitz Asset Management
New Jersey
$910K +$173K +2,150 +23%
GWCM
290
Godshalk Welsh Capital Management
Pennsylvania
$898K -$16.1K -200 -2%
BWP
291
Baldwin Wealth Partners
Massachusetts
$885K -$161 -2 -0%
MIM
292
Miller Investment Management
Pennsylvania
$877K -$68.4K -850 -7%
PA
293
Parkside Advisors
California
$865K -$246K -3,058 -22%
FSC
294
Fiduciary Services Corp
Georgia
$864K +$114K +1,411 +15%
DLCIG
295
D.L. Carlson Investment Group
New Hampshire
$862K +$50.3K +625 +6%
BWM
296
Baystate Wealth Management
Massachusetts
$858K +$15.8K +196 +2%
SEIA
297
Signature Estate & Investment Advisors
California
$850K +$97K +1,206 +13%
AIA
298
AIMZ Investment Advisors
California
$845K +$23.2K +288 +3%
WHI
299
William Harris Investors
Illinois
$841K -$13.5K -168 -2%
PFM
300
PacWest Financial Management
Arizona
$841K +$80.1K +995 +11%
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