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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 %
VA
376
Valmark Advisers
Ohio
$437K – – –
Neuberger Berman Group
377
Neuberger Berman Group
New York
$435K +$31K +385 +8%
RFC
378
Regions Financial Corp
Alabama
$432K – – –
LIC
379
Lodestar Investment Counsel
Illinois
$429K +$187K +2,325 +78%
BCM
380
Bienville Capital Management
New York
$426K +$242 +3 +0.1%
WA
381
WFG Advisors
Texas
$425K -$735K -9,146 -63%
CCM
382
Coe Capital Management
Illinois
$425K +$10.1K +125 +2%
SWA
383
SFMG Wealth Advisors
Texas
$422K +$422K +5,250 New
VWM
384
Vector Wealth Management
Minnesota
$413K – – –
FI
385
FormulaFolio Investments
Michigan
$412K -$42.4K -527 -9%
IC
386
Iconiq Capital
California
$412K – – –
FA
387
FC Advisory
Pennsylvania
$411K +$411K +5,112 New
CAM
388
Carret Asset Management
New York
$409K +$21.3K +265 +5%
FAM
389
Foothills Asset Management
Arizona
$407K +$34.6K +430 +9%
CRC
390
Curi RMB Capital
Illinois
$393K -$78.1K -971 -17%
MHIM
391
MacNealy Hoover Investment Management
Ohio
$385K – – –
ASN
392
Advisory Services Network
Georgia
$384K +$230K +2,836 +150%
FCI
393
Financial Counselors Inc
Kansas
$375K -$30.3K -377 -7%
WKWM
394
Walter & Keenan Wealth Management
Indiana
$375K – – –
FTIOP
395
Fiduciary Trust International of Pennsylvania
Pennsylvania
$371K – – –
Barclays
396
Barclays
United Kingdom
$364K +$52.1K +649 +17%
AAM
397
Aureus Asset Management
Massachusetts
$362K -$738K -9,167 -67%
MBT
398
Montecito Bank & Trust
California
$358K -$24.8K -308 -6%
TGI
399
Tradewinds Global Investors
California
$355K +$355K +4,429 New
CIBC World Market
400
CIBC World Market
Ontario, Canada
$354K +$95.9K +1,191 +37%
14 15
16
17 18