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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
$1.1B
2
Vanguard Group
Vanguard Group
Pennsylvania
$160M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$345M
4
W
Wealthfront
California
$126M
5
MAA
Managed Account Advisors
New Jersey
$46.6M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$604M
2
HP
HT Partners
Connecticut
$4.76M
3
William Blair & Company
William Blair & Company
Illinois
$22.4M
4
Wells Fargo
Wells Fargo
California
$159M
5
GIM
Guild Investment Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
426
Brookmont Capital Management
Texas
$280K +$280K +3,476 New
SCG
427
Sonata Capital Group
Washington
$278K – – –
GA
428
Geller Advisors
New York
$276K +$276K +3,434 New
MCM
429
Murphy Capital Management
New Jersey
$274K +$402 +5 +0.1%
NGA
430
Naples Global Advisors
Florida
$267K +$43K +535 +19%
AIM
431
Aspen Investment Management
Michigan
$266K +$8.06K +100 +3%
Manulife (Manufacturers Life Insurance)
432
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259K -$219K -2,719,968 -46%
KC
433
Kingfisher Capital
North Carolina
$258K +$563 +7 +0.2%
GP
434
Girard Partners
Pennsylvania
$258K +$3.3K +41 +1%
JPTCCM
435
J.P. Turner & Co Capital Management
Georgia
$254K -$2.82K -35 -1%
DC
436
Deschaine & Company
Illinois
$254K +$254K +3,152 New
NDSI
437
Newman Dignan & Sheerar Inc
Rhode Island
$253K +$18.1K +225 +8%
BWFM
438
Bridgewater Wealth & Financial Management
Maryland
$251K – – –
PFS
439
Prospera Financial Services
Texas
$250K -$5.48K -68 -2%
UR
440
USCA RIA
Texas
$249K +$4.02K +50 +2%
TIM
441
Tortoise Investment Management
New York
$248K – – –
FLPIM
442
F.L. Putnam Investment Management
Massachusetts
$247K -$157K -1,942 -39%
MFBTD
443
MB Financial Bank - Trust Department
Illinois
$244K -$36.1K -448 -13%
RMCM
444
Reynders McVeigh Capital Management
Massachusetts
$244K +$32.2K +400 +15%
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$242K +$127K +1,582 +111%
EWM
446
Edge Wealth Management
New York
$240K -$35.7K -440 -13%
FPCP
447
Fort Point Capital Partners
California
$239K +$25.1K +312 +12%
JIP
448
Jaffetilchin Investment Partners
Florida
$238K +$238K +2,952 New
CIC
449
Cornercap Investment Counsel
Georgia
$236K – – –
PWLP
450
Prio Wealth Limited Partnership
Massachusetts
$235K – – –
16 17
18
19 20