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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 %
CIA
201
Capital Investment Advisors
Georgia
$3.03M +$172K +1,910 +6%
CIC
202
Carnegie Investment Counsel
Ohio
$2.96M +$708K +7,743 +31%
WA1
203
Wimmer Associates 1
California
$2.93M -$401K -4,460 -12%
B
204
Bridgeworth
Alabama
$2.92M -$1.48M -16,465 -34%
PA
205
Parallel Advisors
California
$2.84M +$441K +4,839 +18%
REMPR
206
Roof Eidam Maycock Peralta (REMP)
California
$2.83M -$124K -1,383 -4%
RWA
207
Ropes Wealth Advisors
Massachusetts
$2.82M +$21K +234 +0.8%
HCM
208
Hollencrest Capital Management
California
$2.8M +$18.6K +207 +0.7%
MWAC
209
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.77M +$959K +10,665 +53%
JWBC
210
J.W. Burns & Co
New York
$2.75M -$36.5K -406 -1%
TFO
211
Tarbox Family Office
California
$2.75M -$83.4K -927 -3%
SSI
212
Scott & Selber Inc
Texas
$2.69M +$135K +1,500 +5%
GI
213
Glovista Investments
New Jersey
$2.63M -$146K -1,625 -5%
FA
214
FDx Advisors
Illinois
$2.62M +$74.3K +826 +3%
RFM
215
Royal Fund Management
Florida
$2.61M +$1.56M +17,307 +148%
BOH
216
Bank of Hawaii
Hawaii
$2.57M -$344K -3,829 -12%
CDIA
217
Capital Directions Investment Advisors
Georgia
$2.57M – – –
ECM
218
ETrade Capital Management
Virginia
$2.43M +$232K +2,585 +11%
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$2.43M +$368K +4,122 +18%
RJT
220
Raymond James Trust
Florida
$2.42M +$72.4K +805 +3%
SPC
221
Sigma Planning Corp
Michigan
$2.41M +$140K +1,559 +6%
RFS
222
Rockefeller Financial Services
New York
$2.4M – – –
MRC
223
Millburn Ridgefield Corp
New York
$2.4M -$13.5K -150 -0.6%
SPL
224
Smart Portfolios LLC
Washington
$2.36M -$57.9K -644 -2%
CAG
225
Crestwood Advisors Group
Massachusetts
$2.29M -$357K -3,908 -13%
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