VIG icon

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 %
AF
476
Allworth Financial
California
$166K +$166K +2,069 New
GWA
477
Genesis Wealth Advisors
Massachusetts
$147K – – –
FCCM
478
First City Capital Management
Georgia
$135K – – –
RBC
479
Roble Belko & Company
Pennsylvania
$134K +$134K +1,670 New
WEC
480
Winslow Evans & Crocker
Massachusetts
$134K – – –
CFA
481
CT Financial Advisors
Pennsylvania
$130K +$322 +4 +0.2%
FMT
482
First Mercantile Trust
Tennessee
$121K – – –
MCM
483
McKinley Capital Management
Alaska
$121K – – –
VNA
484
Valley National Advisers
Pennsylvania
$118K +$29.3K +364 +33%
CG
485
Cleary Gull
Wisconsin
$111K +$111K +1,385 New
ACS
486
Archford Capital Strategies
Illinois
$109K -$1.31M -16,317 -92%
NHFG
487
New Harbor Financial Group
Massachusetts
$109K -$402 -5 -0.4%
LIA
488
LS Investment Advisors
Michigan
$107K – – –
RFA
489
Reilly Financial Advisors
California
$92K +$92K +1,146 New
FANJ
490
Financial Architects (New Jersey)
New Jersey
$83K -$5.81K -72 -7%
CP
491
Corbenic Partners
Pennsylvania
$83K +$79.3K +985 +2,141%
TWA
492
TCI Wealth Advisors
Arizona
$80K +$484 +6 +0.6%
LWCFA
493
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K -$44.8K -555 -38%
FHA
494
First Horizon Advisors
Tennessee
$73K -$12.1K -150 -14%
BC
495
Bartlett & Co
Ohio
$72K – – –
BAM
496
Barrett Asset Management
New York
$64K -$322K -4,025 -83%
FA
497
Financial Advantage
Maryland
$64K – – –
AWM
498
AllSquare Wealth Management
New York
$63K +$10.1K +125 +19%
NC
499
NewSquare Capital
Pennsylvania
$58K – – –
VCM
500
Vigilant Capital Management
Maine
$56K -$28.4K -350 -34%
18 19
20
21 22