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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 %
CFA
576
CT Financial Advisors
Pennsylvania
$238K -$1.08K -12 -0.5%
NFP
577
Narus Financial Partners
Utah
$238K +$238K +2,643 New
MWM
578
Marietta Wealth Management
Georgia
$238K +$238K +2,650 New
CSIC
579
Clifford Swan Investment Counsel
California
$237K +$237K +2,631 New
CL
580
CPWM LLC
Washington
$235K – – –
MBT
581
Montecito Bank & Trust
California
$231K -$13.5K -150 -6%
GAM
582
Gould Asset Management
California
$231K – – –
FPCM
583
Financial Partners Capital Management
New York
$227K – – –
CCM
584
Crossvault Capital Management
Texas
$222K -$5.85K -65 -3%
WP
585
WealthSource Partners
California
$221K -$110K -1,225 -33%
WTB
586
Washington Trust Bank
Washington
$221K +$39.6K +440 +22%
MGIA
587
Moneta Group Investment Advisors
Missouri
$218K -$40.5K -450 -16%
PFO
588
Pathstone Family Office
New Jersey
$217K -$32.9K -365 -13%
DW
589
Domani Wealth
Pennsylvania
$216K -$23.8K -264 -10%
CCM
590
Cribstone Capital Management
Maine
$214K – – –
HDIM
591
Hanson & Doremus Investment Management
Vermont
$213K +$132K +1,470 +164%
BOS
592
Bingham Osborn & Scarborough
California
$213K +$213K +2,369 New
ST
593
Sabal Trust
Florida
$207K +$207K +2,300 New
NCM
594
Novare Capital Management
North Carolina
$207K +$207K +2,300 New
MCM
595
Murphy Capital Management
New Jersey
$205K +$205K +2,282 New
CDH
596
Charles D. Hyman
$204K +$204K +2,263 New
LCM
597
LVM Capital Management
Michigan
$202K -$78.9K -877 -28%
FANJ
598
Financial Architects (New Jersey)
New Jersey
$198K -$361K -3,999 -65%
WEC
599
Winslow Evans & Crocker
Massachusetts
$192K +$44.1K +490 +30%
SPIA
600
Steward Partners Investment Advisory
New York
$192K +$149K +1,657 +344%
22 23
24
25 26