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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 %
MGIA
601
Moneta Group Investment Advisors
Missouri
$224K – – –
PFO
602
Pathstone Family Office
New Jersey
$223K – – –
MCM
603
MAI Capital Management
Ohio
$223K +$223K +2,409 New
DW
604
Domani Wealth
Pennsylvania
$222K – – –
HDIM
605
Hanson & Doremus Investment Management
Vermont
$222K +$2.78K +30 +1%
DWM
606
Destination Wealth Management
California
$221K +$221K +2,388 New
BOS
607
Bingham Osborn & Scarborough
California
$220K – – –
SCM
608
Shelton Capital Management
Colorado
$220K +$220K +2,369 New
Charles Schwab
609
Charles Schwab
California
$219K -$170K -1,823 -44%
SPIA
610
Steward Partners Investment Advisory
New York
$219K +$21.2K +229 +11%
MWM
611
Marietta Wealth Management
Georgia
$218K -$27.8K -300 -11%
SBIA
612
Sheaff Brock Investment Advisors
Indiana
$217K -$114K -1,233 -34%
EHC
613
Everett Harris & Co
California
$212K -$46.3K -500 -18%
SMC
614
Smith, Moore & Co
Missouri
$211K +$211K +2,276 New
TNB
615
Thomasville National Bank
Georgia
$211K +$211K +2,279 New
AWS
616
AJ Wealth Strategies
New York
$209K -$256K -2,756 -55%
Neuberger Berman Group
617
Neuberger Berman Group
New York
$208K -$142K -1,537 -41%
LCM
618
LVM Capital Management
Michigan
$208K +$370 +4 +0.2%
UBS AM
619
UBS AM
Illinois
$207K +$106K +1,148 +106%
CL
620
CPWM LLC
Washington
$206K -$36.3K -391 -15%
FC
621
Ferris Capital
Massachusetts
$204K +$204K +2,198 New
KIA
622
Kopp Investment Advisors
Minnesota
$204K +$204K +2,200 New
PG
623
Patten Group
Tennessee
$201K +$17.3K +185 +9%
OIA
624
Optimum Investment Advisors
Illinois
$201K +$201K +2,174 New
PCA
625
Peddock Capital Advisors
Massachusetts
$190K – – –
23 24
25
26 27