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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

598 hedge funds and large institutions have $7.72B invested in Vanguard Dividend Appreciation ETF in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 250 increasing their positions, 195 reducing their positions, and 26 closing their positions.

Holders
598
Holders Change
+18
Holders Change %
+3.1%
% of All Funds
15.98%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
2.06%
New
51
Increased
250
Reduced
195
Closed
26
Calls
$16.3M
Puts
$2.9M
Net Calls
+$13.4M
Net Calls Change
-$4.06M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$214M
2
Morgan Stanley
2
Morgan Stanley
New York
$515M
3
UBS Group
3
UBS Group
Switzerland
$361M
4
AG
4
Advisor Group
Arizona
$16.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$268M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$142M
2
WIM
2
Windhaven Investment Management
Massachusetts
$718M
3
MB
3
Mizuho Bank
Japan
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$109M
5
Bank of America
5
Bank of America
North Carolina
$1.47B
Name Market Value Shares Shares
Change 		Shares
Change %
PA
426
Parkside Advisors
California
$348K 4,174 -290 -6%
EWM
427
Edge Wealth Management
New York
$343K 4,130 – –
DE
428
Day & Ennis
Georgia
$340K 4,087 +6 +0.1%
UAS
429
United Asset Strategies
New York
$339K 4,069 +69 +2%
PFS
430
Prospera Financial Services
Texas
$334K 4,012 +464 +13%
EAM
431
Evanson Asset Management
California
$331K 3,975 +841 +27%
OWM
432
Orgel Wealth Management
Wisconsin
$328K 3,940 +600 +18%
BCM
433
Boltwood Capital Management
California
$326K 3,917 – –
FWP
434
Fiduciary Wealth Partners
Massachusetts
$324K 3,887 -1,661 -30%
TIM
435
Tortoise Investment Management
New York
$323K 3,879 -532 -12%
VIA
436
Vantage Investment Advisors
Pennsylvania
$319K 3,828 – –
SSB
437
Sandy Spring Bank
Maryland
$316K 3,792 -474 -11%
SAM
438
Smithbridge Asset Management
Pennsylvania
$316K 3,800 – –
MHIC
439
Marble Harbor Investment Counsel
Massachusetts
$316K 3,796 +255 +7%
BG
440
Bahl & Gaynor
Ohio
$313K 3,758 +963 +34%
Millennium Management
441
Millennium Management
New York
$308K 3,700 +413 +13%
Comerica Bank
442
Comerica Bank
Texas
$306K 3,573 +682 +24%
AWP
443
Ascent Wealth Partners
New York
$305K 3,665 -85 -2%
DY
444
Dowling & Yahnke
California
$304K 3,653 – –
NDSI
445
Newman Dignan & Sheerar Inc
Rhode Island
$298K 3,574 +72 +2%
BAAM
446
Baker Avenue Asset Management
California
$295K 3,544 -1,699 -32%
PCA
447
Personal Capital Advisors
California
$292K 3,511 +124 +4%
VAM
448
Verity Asset Management
North Carolina
$290K 3,480 -334 -9%
FPCP
449
Fort Point Capital Partners
California
$287K 3,446 – –
MGIA
450
Moneta Group Investment Advisors
Missouri
$285K 3,421 -560 -14%
16 17
18
19 20