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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 %
GC
401
Grimes & Company
Massachusetts
$396K 5,098 +5,098 New
FA
402
FC Advisory
Pennsylvania
$391K 5,033 +21 +0.4%
LIC
403
Lodestar Investment Counsel
Illinois
$387K 4,975 – –
MHIM
404
MacNealy Hoover Investment Management
Ohio
$386K 4,970 – –
NSIM
405
North Star Investment Management
Illinois
$385K 4,951 -2,750 -36%
CRC
406
Curi RMB Capital
Illinois
$380K 4,887 – –
AT
407
Acadia Trust
Maine
$377K 4,845 +4,845 New
JIP
408
Jaffetilchin Investment Partners
Florida
$366K 4,705 +1,719 +58%
BWFM
409
Bridgewater Wealth & Financial Management
Maryland
$364K 4,677 – –
WKWM
410
Walter & Keenan Wealth Management
Indiana
$362K 4,660 – –
SFG
411
Sage Financial Group
Pennsylvania
$357K 4,590 +4,590 New
CCM
412
Coe Capital Management
Illinois
$355K 4,560 -985 -18%
SEIA
413
Signature Estate & Investment Advisors
California
$351K 4,519 -4,664 -51%
VA
414
Valmark Advisers
Ohio
$350K 4,506 -760 -14%
IFWM
415
Institute for Wealth Management
Colorado
$349K 4,483 -154 -3%
MAS
416
Madden Advisory Services
Florida
$349K 4,495 – –
ST
417
Sageworth Trust
Pennsylvania
$346K 4,450 -2,699 -38%
TIM
418
Tortoise Investment Management
New York
$343K 4,411 – –
Neuberger Berman Group
419
Neuberger Berman Group
New York
$333K 4,284 -1,165 -21%
EAM
420
Evanson Asset Management
California
$329K 4,228 -3,829 -48%
CCT
421
Capital City Trust
Florida
$328K 4,212 +595 +16%
DBT
422
Dubuque Bank & Trust
Iowa
$327K 4,200 – –
BJL
423
Brighton Jones LLC
Washington
$325K 4,175 +25 +0.6%
FT
424
Fiduciary Trust
Massachusetts
$322K 4,140 -205 -5%
MGIA
425
Moneta Group Investment Advisors
Missouri
$310K 3,981 +2,075 +109%
15 16
17
18 19