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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 %
BFA
376
Benedict Financial Advisors
Georgia
$712K -$93.1K -1,035 -12%
SAA
377
Southeast Asset Advisors
Georgia
$711K -$13.5K -150 -2%
KIA
378
KCM Investment Advisors
California
$701K -$61.2K -680 -8%
SMG
379
Spectrum Management Group
Indiana
$701K – – –
CB
380
Commerce Bank
Missouri
$700K +$172K +1,912 +33%
CCT
381
Capital City Trust
Florida
$695K -$46.7K -520 -6%
NFG
382
Nadler Financial Group
Illinois
$693K +$39.9K +444 +6%
WDL
383
Well Done LLC
Michigan
$685K -$189K -2,100 -22%
GP
384
Girard Partners
Pennsylvania
$685K +$5.76K +64 +0.8%
BIAS
385
Beacon Investment Advisory Services
New Jersey
$684K -$364K -4,051 -35%
SFG
386
SNS Financial Group
Minnesota
$683K -$91.7K -1,019 -12%
VV
387
Verity & Verity
South Carolina
$679K -$119K -1,326 -15%
MLL
388
Moody Lynn & Lieberson
Massachusetts
$672K -$16.2K -180 -2%
TNBTD
389
Trustmark National Bank Trust Department
Mississippi
$671K +$459K +5,105 +217%
BCM
390
Bienville Capital Management
New York
$667K – – –
EWM
391
Empirical Wealth Management
Washington
$666K -$23.4K -260 -3%
SAM
392
Shamrock Asset Management
Texas
$666K -$7.2K -80 -1%
PFP
393
Pinnacle Financial Partners
Tennessee
$666K +$128K +1,418 +24%
SC
394
Stratford Consulting
Texas
$661K – – –
EWM
395
Evercore Wealth Management
New York
$648K +$18.2K +202 +3%
CGL
396
Clarius Group LLC
Washington
$647K +$3.05K +34 +0.5%
BA
397
BKS Advisors
Michigan
$646K -$809 -9 -0.1%
DLCIG
398
D.L. Carlson Investment Group
New Hampshire
$633K -$45.6K -507 -7%
CM
399
Capital Management
Virginia
$630K -$14.6K -162 -2%
MCM
400
Manchester Capital Management
Vermont
$630K – – –
14 15
16
17 18