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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 %
ACP
326
Arcus Capital Partners
Georgia
$654K 8,412 +8,412 New
RFC
327
Regions Financial Corp
Alabama
$648K 8,325 – –
TFA
328
Toth Financial Advisory
Virginia
$636K 8,181 -279 -3%
LNWWM
329
Laird Norton Wetherby Wealth Management
California
$632K 8,125 – –
KIA
330
KCM Investment Advisors
California
$622K 8,001 -1,880 -19%
GA
331
Geneva Advisors
Illinois
$621K 7,985 +285 +4%
LBC
332
Lowe Brockenbrough & Co
Virginia
$619K 7,960 -850 -10%
WS
333
Wedbush Securities
California
$615K 7,913 -1,943 -20%
FG
334
Fiduciary Group
Georgia
$610K 7,843 -3,469 -31%
AAS
335
Annex Advisory Services
Wisconsin
$607K 7,801 +786 +11%
MLL
336
Moody Lynn & Lieberson
Massachusetts
$606K 7,787 -75 -1%
FWCM
337
Ferguson Wellman Capital Management
Oregon
$603K 7,755 +200 +3%
SMG
338
Spectrum Management Group
Indiana
$597K 7,680 +1 +0%
PCM
339
Parsons Capital Management
Rhode Island
$590K 7,593 +1,861 +32%
DWT
340
Dorsey & Whitney Trust
South Dakota
$589K 7,580 – –
EWM
341
Empirical Wealth Management
Washington
$580K 7,458 +7,458 New
GT
342
Glenview Trust
Kentucky
$572K 7,353 +7,353 New
GHA
343
GW Henssler & Associates
Georgia
$569K 7,319 -1,051 -13%
Franklin Resources
344
Franklin Resources
California
$568K 7,300 -1,000 -12%
EWA
345
Exencial Wealth Advisors
Oklahoma
$566K 7,642 -859 -10%
PAS
346
Partnervest Advisory Services
California
$566K 7,274 +50 +0.7%
IIC
347
Ironwood Investment Counsel
Arizona
$564K 7,255 -200 -3%
RBCM
348
Raub Brock Capital Management
California
$558K 7,172 +128 +2%
MCM
349
Manchester Capital Management
Vermont
$556K 7,145 +7,145 New
BRWA
350
B. Riley Wealth Advisors
Florida
$553K 7,112 -626 -8%
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14
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