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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
$338M
2
MML Investors Services
MML Investors Services
Massachusetts
$68.6M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$203M
4
AL
Aspiriant LLC
California
$30M
5
Vanguard Group
Vanguard Group
Pennsylvania
$344M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$208M
2
Bank of America
Bank of America
North Carolina
$1.55B
3
UBS Group
UBS Group
Switzerland
$380M
4
Wells Fargo
Wells Fargo
California
$243M
5
Goldman Sachs
Goldman Sachs
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
676
Solaris Asset Management
New York
$5K – – –
CP
677
Corbenic Partners
Pennsylvania
$4K – – –
IF
678
Ironwood Financial
Arizona
$4K – – –
CFN
679
Cordasco Financial Network
Florida
$3K -$21.8K -211 -88%
JWA
680
JFS Wealth Advisors
Pennsylvania
$3K – – –
WAS
681
WESPAC Advisors SoCal
California
$1.8K – – –
NDSI
682
Newman Dignan & Sheerar Inc
Rhode Island
$379 – – –
Walleye Trading
683
Walleye Trading
New York
$222 +$126 +1,400 +131%
SIG
684
Stanford Investment Group
California
– -$37.5M -440,441 Closed
PCM
685
Pointe Capital Management
Michigan
– -$9.55M -112,072 Closed
JWM
686
Jackson Wealth Management
Florida
– -$7.08M -82,183 Closed
GWM
687
Greenwich Wealth Management
Connecticut
– -$4.58M -53,707 Closed
HSA
688
HBK Sorce Advisory
Pennsylvania
– -$4.4M -51,621 Closed
FIM
689
Frontier Investment Management
Texas
– -$3.29M -39,175 Closed
CP
690
Coho Partners
Pennsylvania
– -$1.91M -22,373 Closed
WIM
691
Waverton Investment Management
United Kingdom
– -$1.75M -20,492 Closed
GC
692
Guggenheim Capital
Illinois
– -$1.47M -17,216 Closed
MIAN
693
Mariner Independent Advisor Network
Kansas
– -$1.23M -14,431 Closed
Two Sigma Investments
694
Two Sigma Investments
New York
– -$1.07M -12,600 Closed
IWA
695
IBEX Wealth Advisors
New Jersey
– -$982K -11,390 Closed
LRPA
696
L. Roy Papp & Associates
Arizona
– -$787K -9,239 Closed
OAM
697
Occidental Asset Management
California
– -$782K -9,182 Closed
GW
698
GW & Wade
Massachusetts
– -$754K -8,858 Closed
CONA
699
Capital One National Association
New York
– -$700K -8,218 Closed
DWM
700
Destination Wealth Management
California
– -$621K -7,289 Closed
25 26 27
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