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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

598 hedge funds and large institutions have $7.72B invested in Vanguard Dividend Appreciation ETF in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 250 increasing their positions, 195 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+18
Holders Change %
+3.1%
% of All Funds
15.98%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
2.06%
New
51
Increased
250
Reduced
195
Closed
26
Calls
$16.3M
Puts
$2.9M
Net Calls
+$13.4M
Net Calls Change
-$4.06M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$214M
2
Morgan Stanley
2
Morgan Stanley
New York
$515M
3
UBS Group
3
UBS Group
Switzerland
$361M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$268M
5
W
5
Wealthfront
California
$201M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$142M
2
WIM
2
Windhaven Investment Management
Massachusetts
$718M
3
MB
3
Mizuho Bank
Japan
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$109M
5
Bank of America
5
Bank of America
North Carolina
$1.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
276
Lebenthal Wealth Advisors
New York
$1.12M +$1.12M +13,443 New
LH
277
Lebenthal Holdings
New York
$1.12M +$1.12M +13,443 New
WA
278
WealthTrust-Arizona
Arizona
$1.11M -$145K -1,740 -12%
BAS
279
Brown Advisory Securities
Maryland
$1.1M -$49.3K -592 -4%
TC
280
Trust Company
Kansas
$1.09M +$284K +3,414 +35%
SAA
281
Southeast Asset Advisors
Georgia
$1.09M +$55.1K +662 +5%
KeyBank National Association
282
KeyBank National Association
Ohio
$1.09M +$7.82K +94 +0.7%
BFEC
283
Benjamin F. Edwards & Company
Missouri
$1.07M +$48.9K +588 +5%
Schroder Investment Management Group
284
Schroder Investment Management Group
United Kingdom
$1.06M – – –
SFWA
285
Summit Financial Wealth Advisors
Louisiana
$1.05M -$56.4K -678 -5%
DDC
286
DF Dent & Co
Maryland
$1.05M – – –
Charles Schwab
287
Charles Schwab
California
$1.04M -$208K -2,500 -17%
PA
288
Para Advisors
New York
$1.04M +$1.04M +12,500 New
BIAS
289
Beacon Investment Advisory Services
New Jersey
$1.03M -$14.4K -173 -1%
MA
290
MUFG Americas
New York
$1.01M -$96.4K -1,158 -9%
RGC
291
Roberts, Glore & Co
Illinois
$967K +$45.8K +550 +5%
JCM
292
Jag Capital Management
Missouri
$961K +$54.4K +653 +6%
GA
293
Geneva Advisors
Illinois
$955K +$295K +3,538 +45%
WP
294
WealthSource Partners
California
$947K +$947K +11,382 New
HCMT
295
Highland Capital Management (Tennessee)
Tennessee
$928K -$82.5K -992 -8%
GWM
296
Geneos Wealth Management
Colorado
$923K -$24.3K -292 -3%
DWA
297
Douglass Winthrop Advisors
New York
$921K -$191K -2,290 -17%
BWP
298
Baldwin Wealth Partners
Massachusetts
$916K – – –
BMM
299
Berkshire Money Management
Massachusetts
$904K -$103K -1,243 -10%
PSUF
300
People's United Financial
Connecticut
$902K +$256K +3,075 +40%
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