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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

533 hedge funds and large institutions have $6.25B invested in Vanguard Dividend Appreciation ETF in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 187 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
-9
Holders Change %
-1.66%
% of All Funds
14.9%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
2.1%
New
34
Increased
187
Reduced
215
Closed
39
Calls
$4.39M
Puts
$2.5M
Net Calls
+$1.89M
Net Calls Change
+$407K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$117M
2
HighTower Advisors
HighTower Advisors
Illinois
+$28.9M
3
W
Wealthfront
California
+$28.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$27M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$18M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$42.1M
2
WIM
Windhaven Investment Management
Massachusetts
-$41.3M
3
BCI
Brinker Capital Investments
Pennsylvania
-$32.3M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$21.2M
5
ZB
Zions Bancorporation
Utah
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Parkside Advisors
California
$551K -$194K -2,632 -26%
BW
327
Bison Wealth
Georgia
$549K -$57.3K -778 -9%
IIC
328
Ironwood Investment Counsel
Arizona
$549K +$20.2K +274 +4%
SG Americas Securities
329
SG Americas Securities
New York
$545K +$545K +7,395 New
EC
330
Estate Counselors
Wisconsin
$533K -$162K -2,200 -23%
PAS
331
Partnervest Advisory Services
California
$533K +$12K +163 +2%
Citadel Advisors
332
Citadel Advisors
Florida
$527K -$773K -10,483 -59%
ST
333
Sageworth Trust
Pennsylvania
$527K – – –
FM
334
Family Management
New York
$521K +$142K +1,920 +37%
RBCM
335
Raub Brock Capital Management
California
$519K -$20.9K -283 -4%
AAS
336
Annex Advisory Services
Wisconsin
$517K -$174K -2,360 -25%
BFEC
337
Benjamin F. Edwards & Company
Missouri
$513K -$86.6K -1,174 -14%
IWM
338
Integrated Wealth Management
California
$510K -$17.8K -242 -3%
CAM
339
Cidel Asset Management
Ontario, Canada
$506K +$506K +6,866 New
BFO
340
Boston Family Office
Massachusetts
$498K -$34.7K -471 -7%
HL
341
HeadInvest LLC
Maine
$496K +$116K +1,570 +30%
EMA
342
Efficient Market Advisors
California
$484K +$3.1K +42 +0.6%
MIM
343
Midwest Investment Management
Ohio
$479K -$129K -1,745 -21%
FNB
344
Farmers National Bank
Kentucky
$478K – – –
CWM
345
Cranbrook Wealth Management
Michigan
$474K +$5.54K +75 +1%
HH
346
Hilltop Holdings
Texas
$468K +$468K +6,340 New
MCM
347
MAI Capital Management
Ohio
$460K -$40.2K -545 -8%
AIM
348
Avity Investment Management
Connecticut
$457K – – –
PIM
349
Penobscot Investment Management
Massachusetts
$445K – – –
UAS
350
United Asset Strategies
New York
$440K +$440K +5,970 New
12 13
14
15 16