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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 Holding Trade Value Shares
Change 		Shares
Change %
GA
301
Geneva Advisors
Illinois
$924K -$38.3K -457 -4%
BWP
302
Baldwin Wealth Partners
Massachusetts
$923K – – –
DSC
303
Duncker Streett & Co
Missouri
$922K +$60.9K +725 +7%
BRWA
304
B. Riley Wealth Advisors
Florida
$916K +$386K +4,586 +73%
MNA
305
Manning & Napier Advisors
New York
$912K -$860K – –
IC
306
Iconiq Capital
California
$900K +$470K +5,594 +109%
DLCIG
307
D.L. Carlson Investment Group
New Hampshire
$883K -$10.7K -127 -1%
SGCA
308
Steel Grove Capital Advisors
Tennessee
$881K +$4.2K +50 +0.5%
CONA
309
Capital One National Association
New York
$863K – – –
CCP
310
Corient Capital Partners
California
$863K +$863K +10,282 New
SA
311
SRH Advisors
Kansas
$855K – – –
GWCM
312
Godshalk Welsh Capital Management
Pennsylvania
$849K – – –
CG
313
Colony Group
Massachusetts
$843K -$21.7K -258 -3%
Charles Schwab
314
Charles Schwab
California
$840K -$210K -2,500 -20%
VWA
315
V Wealth Advisors
Kansas
$824K +$141K +1,683 +21%
GLRA
316
Gerald L. Ray & Associates
Texas
$813K – – –
IWA
317
IBEX Wealth Advisors
New Jersey
$805K +$805K +9,588 New
BB
318
Busey Bank
Illinois
$804K – – –
IH
319
IFC Holdings
Florida
$802K -$1.32M -15,752 -62%
GC
320
Grimes & Company
Massachusetts
$797K +$49.7K +592 +7%
BFO
321
Boston Family Office
Massachusetts
$792K +$40.7K +485 +5%
KA
322
Klingman & Associates
New York
$791K +$1.01K +12 +0.1%
V
323
Veritable
Delaware
$789K – – –
AIA
324
AIMZ Investment Advisors
California
$788K +$68.1K +811 +9%
GWM
325
Geneos Wealth Management
Colorado
$787K -$143K -1,704 -15%
11 12
13
14 15