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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 %
EWM
401
Evercore Wealth Management
New York
$668K – – –
CGL
402
Clarius Group LLC
Washington
$666K -$3.15K -34 -0.5%
BA
403
BKS Advisors
Michigan
$662K -$3.89K -42 -0.6%
SC
404
Stratford Consulting
Texas
$656K -$24.5K -264 -4%
MCM
405
Manchester Capital Management
Vermont
$649K – – –
EWM
406
Empirical Wealth Management
Washington
$648K -$38.5K -415 -6%
SB
407
Simmons Bank
Arkansas
$644K -$5.29K -57 -0.8%
Millennium Management
408
Millennium Management
New York
$639K -$426K -4,602 -40%
DLCIG
409
D.L. Carlson Investment Group
New Hampshire
$637K -$15.3K -165 -2%
BW
410
Bison Wealth
Georgia
$635K -$7.96K -86 -1%
LBC
411
Lowe Brockenbrough & Co
Virginia
$633K – – –
CRC
412
Curi RMB Capital
Illinois
$633K +$109K +1,179 +21%
MIM
413
Miller Investment Management
Pennsylvania
$627K – – –
VV
414
Verity & Verity
South Carolina
$626K -$74.3K -802 -11%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$625K +$34.7K +375 +6%
CPA
416
Clear Perspective Advisors
Illinois
$619K +$151K +1,634 +32%
SAM
417
Smithbridge Asset Management
Pennsylvania
$610K +$193K +2,085 +46%
GHA
418
GW Henssler & Associates
Georgia
$599K +$6.68K +72 +1%
BCP
419
Blue Chip Partners
Michigan
$597K +$327K +3,532 +121%
LW
420
Linscomb Wealth
Texas
$592K +$11.8K +127 +2%
HH
421
Hilltop Holdings
Texas
$588K – – –
RMCM
422
Reynders McVeigh Capital Management
Massachusetts
$584K +$12K +130 +2%
CFIA
423
Cantor Fitzgerald Investment Advisors
New York
$583K +$583K +6,290 New
SHIM
424
Stone House Investment Management
Pennsylvania
$579K -$926 -10 -0.2%
JIP
425
Jaffetilchin Investment Partners
Florida
$577K -$1.03M -11,157 -64%
15 16
17
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