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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 %
PCM
426
Parsons Capital Management
Rhode Island
$577K +$6.49K +70 +1%
NSIM
427
North Star Investment Management
Illinois
$575K – – –
Chevy Chase Trust
428
Chevy Chase Trust
Maryland
$567K – – –
IC
429
Iconiq Capital
California
$564K – – –
BRWA
430
B. Riley Wealth Advisors
Florida
$561K +$41.4K +446 +8%
CFD
431
Creative Financial Designs
Indiana
$560K -$19.5K -211 -3%
RWP
432
RWA Wealth Partners
Massachusetts
$555K +$119K +1,283 +27%
SS
433
Simplicity Solutions
Minnesota
$554K +$80K +864 +17%
EAM
434
Evanson Asset Management
California
$551K -$79.7K -860 -13%
EWA
435
Exencial Wealth Advisors
Oklahoma
$549K -$694K -7,478 -56%
DHFB
436
Dixon Hubard Feinour & Brown
Virginia
$545K – – –
WPA
437
West Paces Advisors
Georgia
$543K – – –
MWM
438
Meridian Wealth Management
Kentucky
$543K +$185K +2,000 +52%
BJL
439
Brighton Jones LLC
Washington
$541K +$541K +5,836 New
ACM
440
Advisors Capital Management
New Jersey
$536K +$536K +5,789 New
FCI
441
Financial Counselors Inc
Kansas
$532K -$14.4K -155 -3%
Cerity Partners
442
Cerity Partners
New York
$530K +$481K +32,219 +988%
FDCC
443
Foster Dykema Cabot & Co
Massachusetts
$525K -$63.1K -680 -11%
SCM
444
Sterneck Capital Management
Missouri
$522K – – –
FG
445
Fiduciary Group
Georgia
$520K -$29.1K -314 -5%
SHGA
446
Sand Hill Global Advisors
California
$514K +$27.4K +295 +6%
KTA
447
Keeley-Teton Advisors
Illinois
$513K +$93 +1 +0%
BWP
448
Baldwin Wealth Partners
Massachusetts
$510K – – –
MIM
449
Midwest Investment Management
Ohio
$509K – – –
LCC
450
Lincoln Capital Corp
Rhode Island
$509K +$93 +1 +0%
16 17
18
19 20