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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 %
MFW
551
Mosaic Family Wealth
Missouri
$264K +$83.4K +928 +46%
CIC
552
Cornercap Investment Counsel
Georgia
$263K – – –
BCP
553
Blue Chip Partners
Michigan
$262K -$32.4K -360 -11%
LIA
554
LBMC Investment Advisors
Tennessee
$261K – – –
TFA
555
Toth Financial Advisory
Virginia
$257K -$183K -2,030 -42%
UAS
556
United Asset Strategies
New York
$257K -$104K -1,158 -29%
VNA
557
Valley National Advisers
Pennsylvania
$257K – – –
FWP
558
Fiduciary Wealth Partners
Massachusetts
$255K -$69.9K -778 -22%
ZF
559
Zhang Financial
Michigan
$255K +$255K +2,445 New
BF
560
Blankinship & Foster
California
$254K – – –
SS
561
Sunbelt Securities
Texas
$253K -$37K -412 -13%
BBA
562
BLB&B Advisors
Pennsylvania
$252K -$2.25K -25 -0.9%
IMOV
563
Investment Management of Virginia
Virginia
$252K – – –
PFM
564
Parsec Financial Management
North Carolina
$252K +$18K +200 +8%
EHC
565
Everett Harris & Co
California
$251K – – –
CAM
566
Cubic Asset Management
Massachusetts
$247K +$247K +2,746 New
PWLP
567
Prio Wealth Limited Partnership
Massachusetts
$245K -$40.3K -449 -14%
SFM
568
Signature Financial Management
Virginia
$245K – – –
OAM
569
Oppenheimer Asset Management
New York
$244K +$244K +2,714 New
FAG
570
Financial Advisory Group
Texas
$243K – – –
CC
571
Cadinha & Co
Hawaii
$243K +$243K +2,700 New
EWA
572
EP Wealth Advisors
California
$241K -$85.9K -955 -26%
GIM
573
Goelzer Investment Management
Indiana
$239K -$1.82M -20,169 -88%
FCB
574
First Command Bank
Texas
$239K +$38.2K +424 +19%
FCFS
575
First Command Financial Services
Texas
$239K +$38.2K +424 +19%
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