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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 %
DBT
476
Dubuque Bank & Trust
Iowa
$388K – – –
KWM
477
Kingsview Wealth Management
Oregon
$386K +$386K +4,289 New
FWM
478
Focused Wealth Management
New York
$382K -$28.3K -315 -7%
BFA
479
Bragg Financial Advisors
North Carolina
$379K – – –
Charles Schwab
480
Charles Schwab
California
$376K -$2.96M -32,888 -89%
SSB
481
Sandy Spring Bank
Maryland
$374K +$67.4K +750 +22%
TSWM
482
Triangle Securities Wealth Management
North Carolina
$370K +$370K +4,116 New
AWP
483
Ascent Wealth Partners
New York
$367K +$27.9K +310 +8%
PVH
484
Psagot Value Holdings
Israel
$360K -$662K -7,355 -65%
SAM
485
Silvercrest Asset Management
New York
$360K – – –
PWM
486
Perigon Wealth Management
California
$358K -$60.4K -670 -14%
NFG
487
Nations Financial Group
Iowa
$358K +$103K +1,150 +41%
MHIC
488
Marble Harbor Investment Counsel
Massachusetts
$357K +$15.7K +175 +5%
OWM
489
Orgel Wealth Management
Wisconsin
$355K – – –
PP
490
Patten & Patten
Tennessee
$353K +$16.9K +188 +5%
EDRH
491
Edmond de Rothschild Holding
Switzerland
$353K +$104K +1,160 +42%
BCM
492
Boltwood Capital Management
California
$352K – – –
BG
493
Bahl & Gaynor
Ohio
$350K -$270 -3 -0.1%
TIM
494
Tortoise Investment Management
New York
$347K – – –
DY
495
Dowling & Yahnke
California
$347K +$18K +200 +5%
MWM
496
Meridian Wealth Management
Kentucky
$347K +$54K +600 +18%
BHB
497
Bank Hapoalim BM
Israel
$346K – – –
QCMC
498
Quantum Capital Management (California)
California
$341K -$391K -4,345 -53%
Neuberger Berman Group
499
Neuberger Berman Group
New York
$340K -$30.4K -338 -8%
ST
500
Sageworth Trust
Pennsylvania
$339K +$42.4K +472 +14%
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