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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.

New
Increased
Maintained
Reduced
Closed
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 %
ACS
351
Archford Capital Strategies
Illinois
$653K +$99.6K +1,189 +18%
MLL
352
Moody Lynn & Lieberson
Massachusetts
$650K +$1.93K +23 +0.3%
SMG
353
Spectrum Management Group
Indiana
$648K +$3.44K +41 +0.5%
SHGA
354
Sand Hill Global Advisors
California
$639K -$28.2K -336 -4%
SAM
355
Shamrock Asset Management
Texas
$637K -$108K -1,283 -14%
GP
356
Girard Partners
Pennsylvania
$621K +$119K +1,423 +24%
AWA
357
Arete Wealth Advisors
Illinois
$621K +$263K +3,127 +73%
RBCM
358
Raub Brock Capital Management
California
$616K +$34.2K +408 +6%
SC
359
Stratford Consulting
Texas
$613K -$52.7K -628 -8%
BA
360
BKS Advisors
Michigan
$613K +$1.59K +19 +0.3%
FLPIM
361
F.L. Putnam Investment Management
Massachusetts
$613K +$211K +2,511 +52%
NFG
362
Nadler Financial Group
Illinois
$610K +$3.02K +36 +0.5%
WA
363
WFG Advisors
Texas
$606K -$272K -3,244 -31%
CGL
364
Clarius Group LLC
Washington
$603K +$603K +7,189 New
BCM
365
Bienville Capital Management
New York
$602K -$26K -310 -4%
VFA
366
Voya Financial Advisors
Connecticut
$601K -$6.5K -78 -1%
LBC
367
Lowe Brockenbrough & Co
Virginia
$598K -$8.4K -100 -1%
SBIA
368
Sheaff Brock Investment Advisors
Indiana
$598K +$66.8K +796 +13%
MCM
369
Manchester Capital Management
Vermont
$596K – – –
MIM
370
Miller Investment Management
Pennsylvania
$584K – – –
FNT
371
First National Trust
Pennsylvania
$579K +$579K +6,896 New
WS
372
Wedbush Securities
California
$573K -$24.8K -296 -4%
IWM
373
Integrated Wealth Management
California
$572K +$162K +1,928 +39%
BW
374
Bison Wealth
Georgia
$561K +$33.9K +404 +6%
DHFB
375
Dixon Hubard Feinour & Brown
Virginia
$554K – – –
13 14
15
16 17