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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

709 hedge funds and large institutions have $8.58B invested in Vanguard Dividend Appreciation ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 286 increasing their positions, 231 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+25
Holders Change %
+3.65%
% of All Funds
17.7%
Holding in Top 10
80
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.11%
% of All Funds
2%
New
62
Increased
286
Reduced
231
Closed
28
Calls
$16M
Puts
$4.75M
Net Calls
+$11.2M
Net Calls Change
-$2.14M

Top Buyers

1
W
Wealthfront
California
+$58.6M
2
PAS
Park Avenue Securities
New York
+$41.3M
3
PCMC
Paragon Capital Management (Colorado)
Colorado
+$40.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$23.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$53.3M
2
DT
Diversified Trust
Tennessee
-$52.6M
3
WIM
Windhaven Investment Management
Massachusetts
-$31.7M
4
BCI
Brinker Capital Investments
Pennsylvania
-$20.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
301
Boys Arnold & Co
North Carolina
$1.38M +$6.03K +65 +0.4%
CB
302
Community Bank
New York
$1.38M -$6.03K -65 -0.4%
RWM
303
Ritholtz Wealth Management
New York
$1.35M +$1.35M +14,562 New
DSC
304
Duncker Streett & Co
Missouri
$1.33M -$21.6K -233 -2%
PAS
305
Partnervest Advisory Services
California
$1.32M -$58.7K -633 -4%
LWCFA
306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.3M – – –
PSUF
307
People's United Financial
Connecticut
$1.27M -$165K -1,785 -12%
MIAN
308
Mariner Independent Advisor Network
Kansas
$1.25M +$1.25M +13,516 New
CG
309
Caprock Group
Idaho
$1.25M -$16K -173 -1%
IWA
310
IBEX Wealth Advisors
New Jersey
$1.24M +$1.24M +13,424 New
CA
311
Clearstead Advisors
Ohio
$1.23M +$176K +1,900 +17%
GS
312
Girard Securities
California
$1.22M +$719K +7,746 +142%
CPA
313
Capital Planning Advisors
California
$1.21M +$106K +1,144 +10%
CG
314
Colony Group
Massachusetts
$1.19M +$273K +2,943 +30%
CIBC World Market
315
CIBC World Market
Ontario, Canada
$1.18M -$32.9K -355 -3%
AI
316
Atria Investments
North Carolina
$1.16M -$3.43M -37,031 -75%
AEPG
317
American Economic Planning Group
New Jersey
$1.14M +$151K +1,628 +15%
FA
318
FDx Advisors
Illinois
$1.14M -$1.56M -16,876 -58%
LA
319
Lau Associates
Delaware
$1.12M +$52.5K +567 +5%
JIC
320
JRM Investment Counsel
Nebraska
$1.12M +$1.12M +12,028 New
WJA
321
Williams Jones & Associates
New York
$1.11M – – –
DDC
322
DF Dent & Co
Maryland
$1.11M -$2.32K -25 -0.2%
T
323
Thomaspartners
Massachusetts
$1.1M +$203K +2,185 +23%
LRPA
324
L. Roy Papp & Associates
Arizona
$1.09M +$1.09M +11,739 New
MSFP
325
Mark Sheptoff Financial Planning
Connecticut
$1.08M +$639K +6,900 +144%
11 12
13
14 15