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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 %
CAL
651
Capital Analysts LLC
Pennsylvania
$91.1K -$92.5K -998 -50%
VIA
652
Vantage Investment Advisors
Pennsylvania
$91K – – –
PA
653
Perennial Advisors
New York
$85K +$93 +1 +0.1%
WTB
654
Washington Trust Bank
Washington
$83K -$143K -1,557 -63%
RBC
655
Roble Belko & Company
Pennsylvania
$82K – – –
BWM
656
Baystate Wealth Management
Massachusetts
$81K -$100K -1,078 -55%
LIA
657
LS Investment Advisors
Michigan
$78K – – –
RAM
658
Riggs Asset Management
Pennsylvania
$76K +$76K +821 New
RFA
659
Reilly Financial Advisors
California
$75K -$26.3K -283 -26%
DPA
660
Delphi Private Advisors
California
$75K +$38.4K +442 +105%
BBHC
661
Brown Brothers Harriman & Co
New York
$74K – – –
WHG
662
Westwood Holdings Group
Texas
$72K +$72K +781 New
OC
663
Oakworth Capital
Alabama
$68K – – –
AIM
664
Advantage Investment Management
Iowa
$66K – – –
CS
665
Credential Securities
$63.1K +$63.1K +685 New
ANBT
666
American National Bank & Trust
Texas
$63K -$77.5K -836 -55%
NSB
667
Norway Savings Bank
Maine
$63K – – –
BC
668
Bartlett & Co
Ohio
$62K -$14K -150 -18%
NC
669
NewSquare Capital
Pennsylvania
$61K – – –
EWM
670
Edge Wealth Management
New York
$59K – – –
WAP
671
Wealthcare Advisory Partners
Pennsylvania
$57K +$368 +4 +0.7%
BAM
672
Barrett Asset Management
New York
$49K – – –
PAI
673
Pittenger & Anderson Inc
Nebraska
$49K +$35K +375 +250%
MFBTD
674
MB Financial Bank - Trust Department
Illinois
$46K – – –
HT
675
Heritage Trust
Oklahoma
$46K +$46K +500 New
25 26
27
28 29