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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 %
CA
301
Cambridge Associates
Massachusetts
$1.16M -$1.24M -13,780 -52%
TC
302
Trust Company
Kansas
$1.15M -$57.6K -640 -5%
TH
303
Timber Hill
Connecticut
$1.14M +$27.8K +309 +3%
VEA
304
Virtus ETF Advisers
New York
$1.12M -$97.5K -1,084 -8%
TCM
305
Tuttle Capital Management
Connecticut
$1.12M -$97.4K -1,084 -8%
KP
306
Keel Point
Alabama
$1.11M -$62.4K -694 -5%
DDC
307
DF Dent & Co
Maryland
$1.08M +$30K +334 +3%
WJA
308
Williams Jones & Associates
New York
$1.07M +$3.6K +40 +0.3%
NA
309
Nottingham Advisors
New York
$1.07M -$83.5K -928 -7%
CPA
310
Capital Planning Advisors
California
$1.07M +$53.9K +600 +5%
RGC
311
Roberts, Glore & Co
Illinois
$1.06M +$4.5K +50 +0.4%
JFG
312
JMG Financial Group
Illinois
$1.06M – – –
JCM
313
Jag Capital Management
Missouri
$1.05M +$51.8K +576 +5%
SFWA
314
Summit Financial Wealth Advisors
Louisiana
$1.05M -$15.6K -173 -1%
LA
315
Lau Associates
Delaware
$1.04M +$325K +3,610 +45%
Millennium Management
316
Millennium Management
New York
$1.03M -$656K -7,301 -39%
CA
317
Clearstead Advisors
Ohio
$1.02M – – –
DWT
318
Dorsey & Whitney Trust
South Dakota
$1M – – –
NWP
319
Northstar Wealth Partners
Connecticut
$989K +$989K +11,080 New
CAM
320
Crestone Asset Management
Colorado
$983K – – –
FPFS
321
First Personal Financial Services
North Carolina
$978K -$97.1K -1,079 -9%
AEPG
322
American Economic Planning Group
New Jersey
$961K +$961K +10,689 New
SA
323
SRH Advisors
Kansas
$957K +$40.4K +449 +4%
SGCA
324
Steel Grove Capital Advisors
Tennessee
$955K – – –
MAS
325
Madden Advisory Services
Florida
$945K +$16.9K +188 +2%
11 12
13
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