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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 %
LPT
526
Legacy Private Trust
Wisconsin
$320K – – –
HCM
527
Hengehold Capital Management
Ohio
$320K +$15K +162 +5%
SC
528
Savant Capital
Illinois
$313K +$9.36K +101 +3%
ST
529
Sageworth Trust
Pennsylvania
$311K -$39.3K -424 -11%
BFIM
530
Beese Fulmer Investment Management
Ohio
$311K – – –
1832 Asset Management
531
1832 Asset Management
Ontario, Canada
$311K – – –
CPSAC
532
Chas P. Smith & Associates (CPS)
Florida
$310K – – –
AFG
533
Albion Financial Group
Utah
$308K -$2.13K -23 -0.7%
PA
534
Parkside Advisors
California
$307K +$5.56K +60 +2%
DIA
535
Denver Investment Advisors
Colorado
$306K – – –
AIM
536
Aspen Investment Management
Michigan
$306K – – –
AOWM
537
Alpha Omega Wealth Management
Virginia
$304K +$278 +3 +0.1%
FA
538
FCG Advisors
New Jersey
$304K +$16K +173 +6%
NGA
539
Naples Global Advisors
Florida
$298K +$7.42K +80 +3%
TCOO
540
Trust Company of Oklahoma
Oklahoma
$297K – – –
SDWMA
541
Schneider Downs Wealth Management Advisors
Pennsylvania
$295K – – –
BCM
542
Brookmont Capital Management
Texas
$295K +$295K +3,179 New
LA
543
LVW Advisors
New York
$294K -$49.7K -536 -14%
HA
544
Harfst & Associates
Wyoming
$293K – – –
SBL
545
Sargent Bickham Lagudis
Colorado
$291K -$44.7K -482 -13%
WA
546
Winfield Associates
Ohio
$291K -$278 -3 -0.1%
WKWM
547
Walter & Keenan Wealth Management
Indiana
$290K – – –
SNT
548
Security National Trust
West Virginia
$286K -$54.2K -585 -16%
SWM
549
SVA Wealth Management
Wisconsin
$284K +$4.26K +46 +2%
TNBTD
550
Trustmark National Bank Trust Department
Mississippi
$283K -$408K -4,400 -59%
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