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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 %
DHFB
426
Dixon Hubard Feinour & Brown
Virginia
$529K -$28.6K -318 -5%
WPA
427
West Paces Advisors
Georgia
$527K -$112K -1,250 -18%
FNB
428
Farmers National Bank
Kentucky
$525K +$105K +1,250 +25%
SWM
429
Stockman Wealth Management
Montana
$522K +$522K +5,806 New
CRC
430
Curi RMB Capital
Illinois
$509K – – –
SCM
431
Sterneck Capital Management
Missouri
$507K – – –
BRWA
432
B. Riley Wealth Advisors
Florida
$503K -$45.3K -504 -8%
KTA
433
Keeley-Teton Advisors
Illinois
$498K +$498K +5,539 New
BWP
434
Baldwin Wealth Partners
Massachusetts
$495K – – –
LCC
435
Lincoln Capital Corp
Rhode Island
$494K -$48.6K -540 -9%
MIM
436
Midwest Investment Management
Ohio
$494K – – –
GS
437
Girard Securities
California
$490K -$21.8K -242 -4%
GJIC
438
Gamble Jones Investment Counsel
California
$489K +$52.1K +579 +12%
NWM
439
Northwest Wealth Management
Iowa
$484K -$30.1K -335 -6%
CAM
440
Carret Asset Management
New York
$481K – – –
Toronto Dominion Bank
441
Toronto Dominion Bank
Ontario, Canada
$475K -$89.6K -994 -16%
SHGA
442
Sand Hill Global Advisors
California
$472K – – –
WS
443
Wedbush Securities
California
$471K +$14.8K +164 +3%
LIC
444
Lodestar Investment Counsel
Illinois
$468K +$36K +400 +8%
MWM
445
Mascoma Wealth Management
New Hampshire
$467K +$48.8K +542 +12%
WSFS
446
Wilmington Savings Fund Society
Delaware
$463K +$463K +5,149 New
SGAM
447
Steinberg Global Asset Management
Florida
$461K -$81.3K -905 -15%
IAM
448
Integre Asset Management
New York
$461K -$4.94K -55 -1%
LP
449
LGL Partners
Pennsylvania
$461K – – –
SS
450
Simplicity Solutions
Minnesota
$460K -$62.9K -699 -12%
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18
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