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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 %
CAM
376
Carret Asset Management
New York
$382K – – –
BCM
377
Brookstone Capital Management
Illinois
$379K -$22.4K -303 -6%
IC
378
Iconiq Capital
California
$378K – – –
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$373K +$373K +5,056 New
FA
380
FC Advisory
Pennsylvania
$370K +$2.88K +39 +0.8%
LIC
381
Lodestar Investment Counsel
Illinois
$367K – – –
MHIM
382
MacNealy Hoover Investment Management
Ohio
$366K +$13.3K +180 +4%
CRC
383
Curi RMB Capital
Illinois
$360K – – –
FLPIM
384
F.L. Putnam Investment Management
Massachusetts
$358K -$35.1K -475 -9%
FA
385
FCG Advisors
New Jersey
$350K +$350K +4,747 New
BWFM
386
Bridgewater Wealth & Financial Management
Maryland
$345K +$115K +1,559 +50%
WKWM
387
Walter & Keenan Wealth Management
Indiana
$344K – – –
IFWM
388
Institute for Wealth Management
Colorado
$342K -$1.57M -21,348 -82%
DW
389
Domani Wealth
Pennsylvania
$337K +$30.7K +417 +10%
FCI
390
Financial Counselors Inc
Kansas
$335K +$590 +8 +0.2%
MAS
391
Madden Advisory Services
Florida
$331K +$41.8K +567 +14%
GF
392
Gerstein Fisher
New York
$330K +$94.4K +1,278 +40%
TIM
393
Tortoise Investment Management
New York
$325K – – –
WRM
394
Westport Resources Management
Connecticut
$320K -$91.3K -1,237 -22%
FT
395
Fiduciary Trust
Massachusetts
$320K +$320K +4,345 New
EWM
396
Evercore Wealth Management
New York
$316K – – –
LA
397
LVW Advisors
New York
$314K – – –
QCG
398
Quadrant Capital Group
Ohio
$313K +$106K +1,440 +51%
DBT
399
Dubuque Bank & Trust
Iowa
$310K -$132K -1,791 -30%
BJL
400
Brighton Jones LLC
Washington
$306K +$3.54K +48 +1%
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16
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