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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 %
WA
451
WealthTrust-Arizona
Arizona
$459K -$267K -2,970 -37%
FLPIM
452
F.L. Putnam Investment Management
Massachusetts
$457K -$19.7K -219 -4%
FA
453
FC Advisory
Pennsylvania
$456K +$20.5K +228 +5%
CPA
454
Clear Perspective Advisors
Illinois
$454K – – –
AWS
455
AJ Wealth Strategies
New York
$450K -$90.6K -1,009 -17%
LWAC
456
Laurel Wealth Advisors (California)
California
$444K +$40K +445 +10%
CA
457
Capital Advantage
California
$440K -$7.38K -82 -2%
DWA
458
Douglass Winthrop Advisors
New York
$437K – – –
MSFP
459
Mark Sheptoff Financial Planning
Connecticut
$431K +$360K +4,001 +506%
AIP
460
Almanack Investment Partners
Pennsylvania
$429K +$12.1K +134 +3%
WC
461
Whitnell & Co
Illinois
$424K – – –
RWP
462
RWA Wealth Partners
Massachusetts
$423K +$171K +1,899 +68%
MAM
463
Meeder Asset Management
Ohio
$414K +$2.79K +31 +0.7%
RSA
464
Robertson Stephens Advisors
California
$409K -$503K -5,600 -55%
CCA
465
Clearwater Capital Advisors
Illinois
$407K -$55.4K -620 -12%
KC
466
Kingfisher Capital
North Carolina
$405K – – –
SAM
467
Smithbridge Asset Management
Pennsylvania
$405K +$27K +300 +7%
RFC
468
Regions Financial Corp
Alabama
$403K – – –
SEIA
469
Signature Estate & Investment Advisors
California
$400K -$21.1K -234 -5%
CCM
470
Coe Capital Management
Illinois
$398K +$5.85K +65 +1%
PFS
471
Prospera Financial Services
Texas
$397K +$269 +3 +0.1%
GA
472
Greytown Advisors
Florida
$397K +$397K +4,416 New
DAS
473
Dynamic Advisor Solutions
Arizona
$394K -$105K -1,167 -21%
WA
474
WFG Advisors
Texas
$390K -$8.1K -90 -2%
BSW
475
Buckingham Strategic Wealth
Missouri
$388K -$94.1K -1,046 -20%
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19
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