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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 %
SGAM
376
Steinberg Global Asset Management
Florida
$553K +$274K +3,269 +98%
CM
377
Capital Management
Virginia
$551K +$84 +1 +0%
CWM
378
Cranbrook Wealth Management
Michigan
$551K +$2.6K +31 +0.5%
EMA
379
Efficient Market Advisors
California
$550K -$66K -787 -11%
HL
380
HeadInvest LLC
Maine
$548K +$105K +1,260 +24%
FANJ
381
Financial Architects (New Jersey)
New Jersey
$533K +$284K +3,380 +114%
HH
382
Hilltop Holdings
Texas
$532K – – –
NSIM
383
North Star Investment Management
Illinois
$520K – – –
FG
384
Fiduciary Group
Georgia
$520K +$9.41K +112 +2%
GHA
385
GW Henssler & Associates
Georgia
$517K -$77.4K -922 -13%
SG Americas Securities
386
SG Americas Securities
New York
$515K +$515K +6,134 New
LW
387
Linscomb Wealth
Texas
$506K +$840 +10 +0.2%
PCM
388
Parsons Capital Management
Rhode Island
$505K +$28.1K +335 +6%
CAMG
389
CWA Asset Management Group
Florida
$503K -$13K -155 -3%
CB
390
Commerce Bank
Missouri
$500K +$15.5K +185 +3%
EWM
391
Empirical Wealth Management
Washington
$495K -$1.68K -20 -0.3%
PMFA
392
Plante Moran Financial Advisors
Michigan
$495K +$50.9K +607 +11%
Chevy Chase Trust
393
Chevy Chase Trust
Maryland
$485K -$84K -1,000 -15%
BA
394
Bristlecone Advisors
Washington
$484K -$35.4K -421 -7%
MIM
395
Midwest Investment Management
Ohio
$484K – – –
RMCM
396
Reynders McVeigh Capital Management
Massachusetts
$483K +$105K +1,250 +28%
JFG
397
JMG Financial Group
Illinois
$478K – – –
NFC
398
Northeast Financial Consultants
Connecticut
$478K +$478K +5,700 New
SCM
399
Sterneck Capital Management
Missouri
$473K – – –
GS
400
Girard Securities
California
$469K -$933K -11,124 -67%
14 15
16
17 18