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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 %
Schroder Investment Management Group
551
Schroder Investment Management Group
United Kingdom
$280K – – –
APP
552
Avantax Planning Partners
Iowa
$278K -$29K -313 -9%
UAS
553
United Asset Strategies
New York
$278K +$12.5K +135 +5%
BWA
554
Burt Wealth Advisors
Maryland
$275K +$265K +2,867 +2,679%
MFW
555
Mosaic Family Wealth
Missouri
$274K +$1.95K +21 +0.7%
MWM
556
Mascoma Wealth Management
New Hampshire
$273K -$209K -2,250 -43%
PFM
557
Parsec Financial Management
North Carolina
$273K +$13.6K +147 +5%
CIC
558
Cornercap Investment Counsel
Georgia
$271K – – –
LIA
559
LBMC Investment Advisors
Tennessee
$271K +$1.85K +20 +0.7%
GRP
560
Global Retirement Partners
California
$269K +$83.2K +898 +45%
SXL
561
Summit X LLC
Missouri
$268K +$268K +2,901 New
B
562
Bailard
California
$267K -$9.18K -99 -3%
AAM
563
Aureus Asset Management
Massachusetts
$267K – – –
VNA
564
Valley National Advisers
Pennsylvania
$265K – – –
CGA
565
Crescent Grove Advisors
Illinois
$265K +$265K +2,857 New
BF
566
Blankinship & Foster
California
$262K – – –
BBA
567
BLB&B Advisors
Pennsylvania
$260K – – –
OAM
568
Oppenheimer Asset Management
New York
$260K +$8.61K +93 +3%
FANJ
569
Financial Architects (New Jersey)
New Jersey
$260K +$56.7K +612 +28%
IMOV
570
Investment Management of Virginia
Virginia
$259K – – –
AB
571
AT Bancorp
Iowa
$259K +$259K +2,800 New
PCM
572
Peak Capital Management
Colorado
$258K +$258K +2,788 New
LGWM
573
Litman Gregory Wealth Management
California
$256K -$41.2K -445 -14%
GIM
574
Goelzer Investment Management
Indiana
$254K +$7.79K +84 +3%
NFP
575
Narus Financial Partners
Utah
$254K +$9.26K +100 +4%
21 22
23
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