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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

616 hedge funds and large institutions have $8.05B invested in Vanguard Dividend Appreciation ETF in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 244 increasing their positions, 225 reducing their positions, and 19 closing their positions.

Holders
616
Holders Change
+18
Holders Change %
+3.01%
% of All Funds
16.46%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
2%
New
44
Increased
244
Reduced
225
Closed
19
Calls
$10.8M
Puts
$3.99M
Net Calls
+$6.76M
Net Calls Change
-$6.62M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$870M
2
Bank of America
2
Bank of America
North Carolina
$1.54B
3
W
3
Wealthfront
California
$227M
4
Creative Planning
4
Creative Planning
Kansas
$22.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$535M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$0
2
PAS
2
Park Avenue Securities
New York
$0
3
DT
3
Diversified Trust
Tennessee
$91.3M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$97.9M
5
JFA
5
JNBA Financial Advisors
Minnesota
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
226
BerganKDV Wealth Management
Minnesota
$1.98M 23,572 -7,299 -24%
HNB
227
Huntington National Bank
Ohio
– – – –
CIC
228
Carnegie Investment Counsel
Ohio
$1.93M 23,484 +1,858 +9%
GIM
229
Goelzer Investment Management
Indiana
$1.88M 22,433 +355 +2%
Bessemer Group
230
Bessemer Group
New Jersey
$1.84M 21,925 -15,269 -41%
MAA
231
Mraz Amerine & Associates
California
$1.84M 21,871 -500 -2%
AFP
232
Ausdal Financial Partners
Iowa
$1.82M 21,697 +4,054 +23%
ABC
233
Associated Banc-Corp
Wisconsin
$1.75M 20,877 -1,770 -8%
FWP
234
FAS Wealth Partners
Kansas
$1.69M 20,157 +14 +0.1%
MIH
235
Madison Investment Holdings
Wisconsin
$1.69M 20,133 -888 -4%
MHS
236
M Holdings Securities
Oregon
$1.63M 19,410 -408 -2%
SSWM
237
Sheets Smith Wealth Management
North Carolina
$1.59M 18,993 – –
AL
238
Aspiriant LLC
California
$1.59M 18,997 +15,532 +448%
OC
239
Oppenheimer & Co
New York
$1.59M 18,905 +2,305 +14%
VC
240
Vicus Capital
Pennsylvania
$1.57M 18,727 +940 +5%
PA
241
Pinnacle Associates
New York
$1.55M 18,517 -602 -3%
ACM
242
Argentus Capital Management
Texas
$1.55M 18,429 -2,631 -12%
Koshinski Asset Management
243
Koshinski Asset Management
Illinois
$1.54M 18,394 +18,394 New
EFS
244
Essex Financial Services
Connecticut
$1.53M 18,220 +455 +3%
CM
245
Cornerstone Management
Georgia
$1.51M 17,948 +7,233 +68%
KLI
246
Kelman-Lazarov Inc
Tennessee
$1.49M 17,933 -305 -2%
RCA
247
Rowland Carmichael Advisors
Arizona
$1.48M 17,578 -966 -5%
TCOV
248
Trust Company of Vermont
Vermont
$1.47M 17,532 +784 +5%
SWM
249
Segment Wealth Management
Texas
$1.46M 17,442 +1,673 +11%
IF
250
IRON Financial
Illinois
$1.46M 17,406 +31 +0.2%
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