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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 %
DY
451
Dowling & Yahnke
California
$235K – – –
SSB
452
Sandy Spring Bank
Maryland
$234K +$107K +1,331 +84%
HL
453
HeadInvest LLC
Maine
$232K – – –
BFEC
454
Benjamin F. Edwards & Company
Missouri
$231K +$137K +1,706 +147%
FA
455
FDx Advisors
Illinois
$230K +$230K +2,900 New
RWM
456
Rench Wealth Management
Texas
$229K +$5.48K +68 +2%
HCM
457
Hengehold Capital Management
Ohio
$224K -$4.52K -56 -2%
LIA
458
LBMC Investment Advisors
Tennessee
$224K +$5.4K +67 +2%
F
459
FutureAdvisor
California
$222K +$222K +2,812 New
BG
460
Bahl & Gaynor
Ohio
$221K +$5.78K +72 +3%
BJ
461
Brouwer & Janachowski
California
$218K +$218K +2,707 New
Franklin Resources
462
Franklin Resources
California
$217K – – –
FAG
463
Financial Advisory Group
Texas
$217K – – –
DIA
464
Denver Investment Advisors
Colorado
$217K +$217K +2,700 New
HBT
465
Hills Bank & Trust
Iowa
$213K – – –
SWM
466
SVA Wealth Management
Wisconsin
$213K – – –
MSFP
467
Mark Sheptoff Financial Planning
Connecticut
$209K +$105K +1,300 +100%
GAM
468
Gould Asset Management
California
$207K -$49.9K -619 -19%
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$205K +$161K +2,000 +364%
KT
470
Kanaly Trust
Texas
$205K – – –
IP
471
Investment Partners
Ohio
$203K +$1.13K +14 +0.6%
SEI Investments
472
SEI Investments
Pennsylvania
$176K +$168K +2,077 +2,077%
OIA
473
Optimum Investment Advisors
Illinois
$174K +$71.5K +887 +70%
HPBT
474
High Point Bank & Trust
North Carolina
$173K -$19K -236 -10%
ST
475
Smithfield Trust
Pennsylvania
$168K – – –
17 18
19
20 21