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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 %
CCG
201
Chatham Capital Group
Georgia
$3.29M -$101K -1,095 -3%
CA
202
Cambridge Advisors
Nebraska
$3.29M -$116K -1,250 -3%
EHPM
203
Emery Howard Portfolio Management
California
$3.23M -$382K -4,119 -11%
LFAS
204
Level Four Advisory Services
Texas
$3.22M – – –
CIA
205
Capital Investment Advisors
Georgia
$3.19M +$68.5K +739 +2%
CIC
206
Carnegie Investment Counsel
Ohio
$3.16M +$135K +1,441 +4%
RWA
207
Ropes Wealth Advisors
Massachusetts
$3.03M +$124K +1,335 +4%
HMC
208
Harvard Management Company
Massachusetts
$2.99M -$1.03M -11,110 -26%
HCM
209
Hollencrest Capital Management
California
$2.96M +$74.6K +805 +3%
WA1
210
Wimmer Associates 1
California
$2.93M -$90.8K -980 -3%
MCTIC
211
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.89M -$3.32M – –
REMPR
212
Roof Eidam Maycock Peralta (REMP)
California
$2.88M -$32.4K -350 -1%
JWBC
213
J.W. Burns & Co
New York
$2.87M +$34.5K +372 +1%
DWM
214
Darwin Wealth Management
Florida
$2.85M +$639K +6,891 +29%
MWAC
215
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.85M -$8.25K -89 -0.3%
SSI
216
Scott & Selber Inc
Texas
$2.7M -$69.1K -746 -2%
GI
217
Glovista Investments
New Jersey
$2.68M -$25K -270 -0.9%
CDIA
218
Capital Directions Investment Advisors
Georgia
$2.67M +$24.9K +269 +0.9%
WT
219
Washington Trust
Rhode Island
$2.67M +$607K +6,552 +29%
PCP
220
Proficio Capital Partners
Massachusetts
$2.67M +$384K +4,115 +17%
ECM
221
ETrade Capital Management
Virginia
$2.59M +$82.1K +886 +3%
TFO
222
Tarbox Family Office
California
$2.58M -$248K -2,676 -9%
SPL
223
Smart Portfolios LLC
Washington
$2.54M +$109K +1,174 +4%
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$2.5M -$16.8K -181 -0.7%
FHA
225
Flagship Harbor Advisors
Massachusetts
$2.48M +$207K +2,236 +9%
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9
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