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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

542 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
14.46%
Holding in Top 10
84
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.18%
% of All Funds
2.24%
New
52
Increased
227
Reduced
190
Closed
25
Calls
$3M
Puts
$4.51M
Net Calls
-$1.51M
Net Calls Change
-$491K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.1B
2
Vanguard Group
Vanguard Group
Pennsylvania
$160M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$345M
4
W
Wealthfront
California
$126M
5
MAA
Managed Account Advisors
New Jersey
$46.6M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$604M
2
HP
HT Partners
Connecticut
$4.76M
3
William Blair & Company
William Blair & Company
Illinois
$22.4M
4
Wells Fargo
Wells Fargo
California
$159M
5
GIM
Guild Investment Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCT
201
TIAA CREF Trust
Missouri
$2.6M +$1.02M +12,623 +64%
MIH
202
Madison Investment Holdings
Wisconsin
$2.58M -$912K -11,332 -26%
MCM
203
Millie Capital Management
California
$2.56M – – –
ACM
204
Argentus Capital Management
Texas
$2.56M +$68.6K +852 +3%
SC
205
SouthState Corp
Florida
$2.53M -$172K -2,137 -6%
CNB
206
City National Bank
California
$2.53M +$531K +6,604 +27%
KCM
207
Karp Capital Management
California
$2.51M -$10.1K -125 -0.4%
SPC
208
Sigma Planning Corp
Michigan
$2.5M +$10.7K +133 +0.4%
IFWM
209
Institute for Wealth Management
Colorado
$2.48M -$298K -3,700 -11%
WC
210
Whitnell & Co
Illinois
$2.47M +$220K +2,740 +10%
Charles Schwab
211
Charles Schwab
California
$2.42M +$1.61M +20,000 +200%
GI
212
Glovista Investments
New Jersey
$2.38M +$374K +4,650 +19%
SAM
213
Shamrock Asset Management
Texas
$2.3M -$591K -7,339 -20%
ICAS
214
Investors Capital Advisory Services
Massachusetts
$2.3M -$294K -3,657 -11%
CDIA
215
Capital Directions Investment Advisors
Georgia
$2.2M -$12.7K -156 -0.6%
HCM
216
Hollencrest Capital Management
California
$2.16M +$668K +8,300 +45%
RFS
217
Rockefeller Financial Services
New York
$2.15M – – –
RIL
218
Rothschild Investment LLC
Illinois
$2.13M +$20K +249 +0.9%
HT
219
Hefren-Tillotson
Pennsylvania
$2.12M +$692K +8,608 +48%
HC
220
HHG & Company
Connecticut
$2.11M +$184K +2,288 +10%
ECM
221
ETrade Capital Management
Virginia
$2.06M -$170K -2,107 -8%
RJT
222
Raymond James Trust
Florida
$2.06M +$138K +1,709 +7%
SAMT
223
Select Asset Management & Trust
Pennsylvania
$1.93M -$536K -6,661 -22%
CPA
224
Capital Planning Advisors
California
$1.91M +$858K +10,658 +82%
Two Sigma Advisers
225
Two Sigma Advisers
New York
$1.87M +$1.87M +23,200 New
7 8
9
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