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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 %
BAAM
501
Baker Avenue Asset Management
California
$335K +$40.4K +450 +14%
LA
502
LVW Advisors
New York
$333K -$180 -2 -0.1%
Citadel Advisors
503
Citadel Advisors
Florida
$331K -$183K -2,035 -36%
SNT
504
Security National Trust
West Virginia
$330K -$58.4K -650 -15%
SBL
505
Sargent Bickham Lagudis
Colorado
$326K +$29.6K +329 +10%
CSM
506
CAMG Solamere Management
North Carolina
$323K – – –
MSAM
507
Moloney Securities Asset Management
Missouri
$323K +$23.1K +257 +8%
AIM
508
Avity Investment Management
Connecticut
$322K – – –
SBIA
509
Sheaff Brock Investment Advisors
Indiana
$322K +$10.4K +115 +3%
SG Americas Securities
510
SG Americas Securities
New York
$321K -$289K -3,220 -47%
SCA
511
STALEY CAPITAL ADVISERS
Pennsylvania
$321K +$34.2K +380 +12%
HCM
512
HMS Capital Management
Tennessee
$321K +$321K +3,505 New
AWM
513
Altavista Wealth Management
North Carolina
$319K +$319K +3,550 New
CAM
514
Covenant Asset Management
New Jersey
$318K -$107K -1,190 -25%
OSNBOA
515
Old Second National Bank of Aurora
Illinois
$313K -$29.2K -325 -9%
MPI
516
Mairs & Power Inc
Minnesota
$312K +$312K +3,473 New
DE
517
Day & Ennis
Georgia
$311K -$57.3K -638 -16%
LPT
518
Legacy Private Trust
Wisconsin
$310K +$310K +3,450 New
NA
519
NewEdge Advisors
Louisiana
$308K +$308K +3,439 New
1832 Asset Management
520
1832 Asset Management
Ontario, Canada
$302K -$302K -3,356 -50%
BFIM
521
Beese Fulmer Investment Management
Ohio
$302K -$4.49K -50 -1%
AFG
522
Albion Financial Group
Utah
$301K -$2.43K -27 -0.8%
CPSAC
523
Chas P. Smith & Associates (CPS)
Florida
$301K – – –
APP
524
Avantax Planning Partners
Iowa
$298K +$28.2K +313 +10%
AIM
525
Aspen Investment Management
Michigan
$297K – – –
19 20
21
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