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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

709 hedge funds and large institutions have $8.58B invested in Vanguard Dividend Appreciation ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 286 increasing their positions, 231 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+25
Holders Change %
+3.65%
% of All Funds
17.7%
Holding in Top 10
80
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.11%
% of All Funds
2%
New
62
Increased
286
Reduced
231
Closed
28
Calls
$16M
Puts
$4.75M
Net Calls
+$11.2M
Net Calls Change
-$2.14M

Top Buyers

1
W
Wealthfront
California
$407M
2
PAS
Park Avenue Securities
New York
$41.3M
3
PCMC
Paragon Capital Management (Colorado)
Colorado
$45.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$91.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$375M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.54B
2
DT
Diversified Trust
Tennessee
$50.6M
3
WIM
Windhaven Investment Management
Massachusetts
$182M
4
BCI
Brinker Capital Investments
Pennsylvania
$41.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
501
Bahl & Gaynor
Ohio
$368K +$7.23K +78 +2%
SGAM
502
Steinberg Global Asset Management
Florida
$365K -$111K -1,192 -23%
PWM
503
Perigon Wealth Management
California
$364K -$4.36K -47 -1%
EDRH
504
Edmond de Rothschild Holding
Switzerland
$364K – – –
PP
505
Patten & Patten
Tennessee
$363K – – –
BCM
506
Boltwood Capital Management
California
$362K – – –
TIM
507
Tortoise Investment Management
New York
$358K – – –
SCA
508
STALEY CAPITAL ADVISERS
Pennsylvania
$354K +$23.2K +250 +7%
DY
509
Dowling & Yahnke
California
$347K -$10.2K -110 -3%
QCMC
510
Quantum Capital Management (California)
California
$346K -$5.09K -55 -1%
ECM
511
Evergreen Capital Management
Washington
$345K +$345K +3,722 New
AWM
512
Altavista Wealth Management
North Carolina
$342K +$13.4K +145 +4%
B
513
BancorpSouth
Mississippi
$338K +$338K +3,643 New
SEI Investments
514
SEI Investments
Pennsylvania
$336K +$30.3K +327 +10%
CWM
515
Concert Wealth Management
California
$335K -$652K -7,015 -66%
Fisher Asset Management
516
Fisher Asset Management
Washington
$334K +$334K +3,601 New
CSM
517
CAMG Solamere Management
North Carolina
$333K – – –
MSAM
518
Moloney Securities Asset Management
Missouri
$333K +$833 +9 +0.3%
AIM
519
Avity Investment Management
Connecticut
$331K – – –
DE
520
Day & Ennis
Georgia
$331K +$10.7K +116 +3%
CAM
521
Covenant Asset Management
New Jersey
$328K – – –
NFG
522
Nations Financial Group
Iowa
$327K -$42.5K -458 -11%
HCM
523
HMS Capital Management
Tennessee
$325K – – –
MPI
524
Mairs & Power Inc
Minnesota
$322K – – –
OSNBOA
525
Old Second National Bank of Aurora
Illinois
$321K -$1.39K -15 -0.4%
19 20
21
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