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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 %
EM
426
Excalibur Management
Massachusetts
$310K 3,983 +3,983 New
BCM
427
Boltwood Capital Management
California
$305K 3,917 +3,917 New
VAM
428
Verity Asset Management
North Carolina
$304K 3,914 -42 -1%
AI
429
Atria Investments
North Carolina
$304K 4,121 +1,239 +43%
VIA
430
Vantage Investment Advisors
Pennsylvania
$302K 3,888 +266 +7%
FM
431
Family Management
New York
$296K 3,810 -3,250 -46%
B
432
Brightworth
Georgia
$293K 3,771 +3,771 New
SAM
433
Smithbridge Asset Management
Pennsylvania
$292K 3,750 – –
PCA
434
Personal Capital Advisors
California
$291K 3,736 +92 +3%
SCM
435
Shelton Capital Management
Colorado
$289K 3,720 – –
DW
436
Domani Wealth
Pennsylvania
$286K 3,673 -901 -20%
DY
437
Dowling & Yahnke
California
$284K 3,653 – –
EWM
438
Evercore Wealth Management
New York
$283K 3,635 -646 -15%
AHS
439
Aspiriant Holdings S3
California
$278K 3,572 +7 +0.2%
CBU
440
CIBC Bank USA
Illinois
$277K 3,560 – –
SAM
441
Shamrock Asset Management
Texas
$276K 3,555 – –
LA
442
Lau Associates
Delaware
$273K 3,515 +6 +0.2%
AWP
443
Ascent Wealth Partners
New York
$268K 3,445 -305 -8%
FPCP
444
Fort Point Capital Partners
California
$268K 3,446 +3,446 New
MBT
445
Montecito Bank & Trust
California
$267K 3,435 -44 -1%
AFG
446
Albion Financial Group
Utah
$265K 3,411 +100 +3%
BCM
447
Brookmont Capital Management
Texas
$261K 3,352 +27 +0.8%
BHB
448
Bank Hapoalim BM
Israel
$259K 3,329 -130 -4%
NGA
449
Naples Global Advisors
Florida
$258K 3,320 – –
NDSI
450
Newman Dignan & Sheerar Inc
Rhode Island
$258K 3,322 +200 +6%
16 17
18
19 20