VIG icon

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 %
ASN
376
Advisory Services Network
Georgia
$459K 5,906 +708 +14%
BA
377
Bristlecone Advisors
Washington
$458K 5,896 +5,896 New
KAM
378
Keeley Asset Management
Illinois
$457K 5,880 -40 -0.7%
HL
379
HeadInvest LLC
Maine
$453K 5,826 -900 -13%
OCG
380
Opus Capital Group
Ohio
$451K 5,802 -100 -2%
MIM
381
Midwest Investment Management
Ohio
$448K 5,772 -732 -11%
UFA
382
US Financial Advisors
Massachusetts
$444K 5,700 +200 +4%
IAM
383
Integre Asset Management
New York
$442K 5,683 -127 -2%
CB
384
Commerce Bank
Missouri
$441K 5,681 -133 -2%
GJIC
385
Gamble Jones Investment Counsel
California
$440K 5,654 +24 +0.4%
SCM
386
Sterneck Capital Management
Missouri
$438K 5,632 +5,632 New
FWP
387
Fiduciary Wealth Partners
Massachusetts
$430K 5,533 +5,533 New
NL
388
NWAM LLC
Washington
$426K 5,477 -523 -9%
1832 Asset Management
389
1832 Asset Management
Ontario, Canada
– – -5,438 Closed
VWM
390
Vector Wealth Management
Minnesota
$419K 5,389 – –
BAAM
391
Baker Avenue Asset Management
California
$408K 5,241 -156 -3%
BCM
392
Beck Capital Management
Texas
$408K 5,245 +5 +0.1%
LP
393
LGL Partners
Pennsylvania
$408K 5,247 +5,247 New
BCM
394
Bienville Capital Management
New York
$405K 5,204 -92 -2%
CAM
395
Carret Asset Management
New York
$403K 5,185 – –
MIM
396
Miller Investment Management
Pennsylvania
$402K 5,165 -725 -12%
IC
397
Iconiq Capital
California
$399K 5,125 – –
DE
398
Day & Ennis
Georgia
$398K 5,116 +5,116 New
SNT
399
Security National Trust
West Virginia
$397K 5,110 -70 -1%
VKH
400
Virtu KCG Holdings
New York
$396K 5,089 +5,089 New
14 15
16
17 18