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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 %
PFP
401
Pinnacle Financial Partners
Tennessee
$468K +$468K +5,574 New
CRC
402
Curi RMB Capital
Illinois
$466K +$56.2K +670 +14%
KAM
403
Keeley Asset Management
Illinois
$465K -$9.32K -111 -2%
EAM
404
Evanson Asset Management
California
$460K +$127K +1,508 +38%
BJL
405
Brighton Jones LLC
Washington
$457K +$1.68K +20 +0.4%
CAM
406
Carret Asset Management
New York
$449K -$12.2K -145 -3%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$448K +$64.8K +773 +17%
EWM
408
Evercore Wealth Management
New York
$443K -$8.39K -100 -2%
Toronto Dominion Bank
409
Toronto Dominion Bank
Ontario, Canada
$443K +$395K +4,700 +823%
TFA
410
Toth Financial Advisory
Virginia
$440K -$49.1K -585 -10%
RFC
411
Regions Financial Corp
Alabama
$439K -$4.62K -55 -1%
CCA
412
Clearwater Capital Advisors
Illinois
$438K -$52.4K -631 -11%
LIC
413
Lodestar Investment Counsel
Illinois
$434K +$6.29K +75 +1%
PCP
414
Proficio Capital Partners
Massachusetts
$433K – – –
LA
415
Lau Associates
Delaware
$431K +$504 +6 +0.1%
CA
416
Capital Advantage
California
$428K +$2.27K +27 +0.5%
LP
417
LGL Partners
Pennsylvania
$426K -$17.6K -210 -4%
IAM
418
Integre Asset Management
New York
$421K -$47.1K -561 -10%
ECM
419
Evergreen Capital Management
Washington
$420K -$3.59M -42,754 -90%
1832 Asset Management
420
1832 Asset Management
Ontario, Canada
$413K -$43.9K -522 -10%
Millennium Management
421
Millennium Management
New York
$410K +$99.3K +1,182 +32%
DWA
422
Douglass Winthrop Advisors
New York
$408K -$520K -6,200 -56%
JIP
423
Jaffetilchin Investment Partners
Florida
$407K +$9.14K +109 +2%
GJIC
424
Gamble Jones Investment Counsel
California
$406K -$57.3K -682 -12%
FA
425
FC Advisory
Pennsylvania
$405K +$1.01K +12 +0.2%
15 16
17
18 19