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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.54B
2
DT
2
Diversified Trust
Tennessee
$50.6M
3
WIM
3
Windhaven Investment Management
Massachusetts
$182M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$41.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
576
Prio Wealth Limited Partnership
Massachusetts
$252K – – –
SFM
577
Signature Financial Management
Virginia
$252K – – –
FAG
578
Financial Advisory Group
Texas
$250K – – –
CC
579
Cadinha & Co
Hawaii
$250K – – –
AW
580
ACG Wealth
Georgia
$248K +$248K +2,689 New
BTIS
581
BB&T Investment Services
North Carolina
$247K -$33.7K -364 -12%
WEC
582
Winslow Evans & Crocker
Massachusetts
$247K +$48.6K +524 +25%
PHS
583
Pekin Hardy Strauss
Illinois
$246K +$246K +2,650 New
IP
584
Investment Partners
Ohio
$245K +$245K +2,649 New
CSIA
585
Charles Schwab Investment Advisory
California
$243K +$243K +2,622 New
FI
586
FormulaFolio Investments
Michigan
$243K +$243K +2,625 New
Comerica Bank
587
Comerica Bank
Texas
$239K -$33.8K -362 -12%
FCFS
588
First Command Financial Services
Texas
$239K -$6.47K -70 -3%
FCB
589
First Command Bank
Texas
$239K -$6.47K -70 -3%
GAM
590
Gould Asset Management
California
$238K – – –
MBT
591
Montecito Bank & Trust
California
$238K – – –
FMW
592
Farr Miller & Washington
District of Columbia
$238K +$238K +2,567 New
NCM
593
Novare Capital Management
North Carolina
$237K +$24.2K +262 +11%
FPCM
594
Financial Partners Capital Management
New York
$234K – – –
WP
595
WealthSource Partners
California
$234K +$6.57K +71 +3%
CDH
596
Charles D. Hyman
$233K +$23.1K +249 +11%
CCT
597
Country Club Trust
Missouri
$230K +$230K +2,479 New
CCM
598
Crossvault Capital Management
Texas
$229K – – –
RC
599
RegentAtlantic Capital
New Jersey
$229K +$229K +2,470 New
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$224K +$85.3K +920 +61%
22 23
24
25 26