VIG icon

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 %
SB
401
Simmons Bank
Arkansas
$629K +$101K +1,120 +19%
BW
402
Bison Wealth
Georgia
$625K -$14.7K -163 -2%
LBC
403
Lowe Brockenbrough & Co
Virginia
$615K -$4.95K -55 -0.8%
EAM
404
Evanson Asset Management
California
$612K -$8.36K -93 -1%
MIM
405
Miller Investment Management
Pennsylvania
$608K -$17.5K -195 -3%
BA
406
Bristlecone Advisors
Washington
$595K +$113K +1,260 +24%
KFA
407
Kays Financial Advisory
Georgia
$590K +$590K +6,559 New
NIM
408
Northeast Investment Management
Massachusetts
$583K +$191K +2,127 +49%
GHA
409
GW Henssler & Associates
Georgia
$575K -$8.73K -97 -1%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$573K +$2.25K +25 +0.4%
FDCC
411
Foster Dykema Cabot & Co
Massachusetts
$570K -$7.19K -80 -1%
HH
412
Hilltop Holdings
Texas
$570K – – –
EMA
413
Efficient Market Advisors
California
$566K -$19.8K -220 -3%
SHIM
414
Stone House Investment Management
Pennsylvania
$563K -$2.63M -29,259 -82%
LW
415
Linscomb Wealth
Texas
$563K – – –
ACP
416
Aviance Capital Partners
Florida
$560K +$77.7K +865 +16%
NSIM
417
North Star Investment Management
Illinois
$558K – – –
CFD
418
Creative Financial Designs
Indiana
$558K +$68.6K +770 +14%
RMCM
419
Reynders McVeigh Capital Management
Massachusetts
$555K +$25.2K +280 +5%
PCM
420
Parsons Capital Management
Rhode Island
$554K +$23.8K +265 +4%
IC
421
Iconiq Capital
California
$547K – – –
Chevy Chase Trust
422
Chevy Chase Trust
Maryland
$546K +$31K +348 +6%
CAMG
423
CWA Asset Management Group
Florida
$539K – – –
FG
424
Fiduciary Group
Georgia
$533K – – –
FCI
425
Financial Counselors Inc
Kansas
$531K +$16.7K +185 +3%
15 16
17
18 19