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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

574 hedge funds and large institutions have $6.91B invested in Vanguard Dividend Appreciation ETF in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 198 increasing their positions, 200 reducing their positions, and 31 closing their positions.

Holders
574
Holders Change
+41
Holders Change %
+7.69%
% of All Funds
15.07%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.97%
New
78
Increased
198
Reduced
200
Closed
31
Calls
$5.02M
Puts
$3.93M
Net Calls
+$1.09M
Net Calls Change
-$800K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$251M
2
UBS Group
2
UBS Group
Switzerland
$359M
3
Bank of America
3
Bank of America
North Carolina
$1.23B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$121M
5
Wells Fargo
5
Wells Fargo
California
$205M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$263M
2
WIM
2
Windhaven Investment Management
Massachusetts
$475M
3
Goldman Sachs
3
Goldman Sachs
New York
$60.5M
4
BMM
4
Berkshire Money Management
Massachusetts
$943K
5
CAG
5
Crestwood Advisors Group
Massachusetts
$6.75M
Name Market Value Shares Shares
Change 		Shares
Change %
SGCA
301
Steel Grove Capital Advisors
Tennessee
$804K 10,339 -238 -2%
VV
302
Verity & Verity
South Carolina
$804K 10,331 +10,331 New
V
303
Veritable
Delaware
$800K 10,288 – –
AIA
304
AIMZ Investment Advisors
California
$793K 10,199 -386 -4%
DSC
305
Duncker Streett & Co
Missouri
$793K 10,195 +568 +6%
Chevy Chase Trust
306
Chevy Chase Trust
Maryland
$789K 10,150 +635 +7%
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$781K 10,050 – –
WJA
308
Williams Jones & Associates
New York
$778K 10,000 – –
LRPA
309
L. Roy Papp & Associates
Arizona
$773K 9,936 -149 -1%
GLRA
310
Gerald L. Ray & Associates
Texas
$768K 9,865 +421 +4%
BFA
311
Benedict Financial Advisors
Georgia
$759K 9,758 -214 -2%
EWA
312
EP Wealth Advisors
California
$756K 9,726 -3,460 -26%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$752K 9,647 +9,647 New
DLCIG
314
D.L. Carlson Investment Group
New Hampshire
$751K 9,663 +160 +2%
BB
315
Busey Bank
Illinois
$745K 9,575 – –
CM
316
Capital Management
Virginia
$745K 9,576 +26 +0.3%
SA
317
SRH Advisors
Kansas
$730K 9,385 +315 +3%
AWE
318
Avidian Wealth Enterprises
Texas
$712K 9,150 – –
BA
319
BKS Advisors
Michigan
$702K 9,030 -940 -9%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$701K 9,015 +2,058 +30%
TC
321
Trust Company
Kansas
$701K 9,012 -1,766 -16%
PFM
322
PacWest Financial Management
Arizona
$665K 8,557 -3,025 -26%
QCMC
323
Quantum Capital Management (California)
California
$665K 8,556 -224 -3%
KA
324
Klingman & Associates
New York
$661K 8,500 -3,274 -28%
SC
325
Stratford Consulting
Texas
$658K 8,467 +417 +5%
11 12
13
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