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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 %
PB
351
Pinnacle Bancorp
Nebraska
$837K +$837K +9,304 New
RBCM
352
Raub Brock Capital Management
California
$828K +$137K +1,520 +20%
GWM
353
Geneos Wealth Management
Colorado
$827K -$29.8K -331 -3%
NFC
354
Northeast Financial Consultants
Connecticut
$826K – – –
FT
355
Fiduciary Trust
Massachusetts
$824K – – –
AWM
356
AE Wealth Management
Kansas
$821K +$302K +3,364 +58%
Cetera Investment Advisers
357
Cetera Investment Advisers
Illinois
$798K +$44.9K +499 +6%
FSA
358
Financial Sense Advisors
California
$787K +$546K +6,076 +227%
ACS
359
Archford Capital Strategies
Illinois
$781K -$31.9K -354 -4%
PMFA
360
Plante Moran Financial Advisors
Michigan
$774K +$177K +1,972 +30%
AWM
361
Avior Wealth Management
Nebraska
$773K +$339K +3,763 +78%
ACP
362
Arcus Capital Partners
Georgia
$767K -$1.98K -22 -0.3%
LPIC
363
LeJeune Puetz Investment Counsel
Michigan
$764K -$45.8K -510 -6%
AAS
364
Annex Advisory Services
Wisconsin
$764K +$16.6K +184 +2%
IIC
365
Ironwood Investment Counsel
Arizona
$748K -$43.7K -486 -6%
SFS
366
Sowell Financial Services
Arkansas
$742K +$578K +6,307 +353%
RI
367
Ridgewood Investments
New Jersey
$741K – – –
CWM
368
Cranbrook Wealth Management
Michigan
$741K +$88.1K +980 +13%
ASN
369
Advisory Services Network
Georgia
$738K +$738K +8,206 New
BFO
370
Boston Family Office
Massachusetts
$737K +$23K +255 +3%
AWMG
371
Alliance Wealth Management Group
New Jersey
$736K +$736K +8,048 New
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$734K – – –
SCG
373
Sonata Capital Group
Washington
$721K – – –
HL
374
HeadInvest LLC
Maine
$716K -$8.99K -100 -1%
FNT
375
First National Trust
Pennsylvania
$714K +$53.9K +599 +8%
13 14
15
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