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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 %
VWM
426
Vector Wealth Management
Minnesota
$401K – – –
PWM
427
Perigon Wealth Management
California
$392K +$275K +3,271 +234%
SEIA
428
Signature Estate & Investment Advisors
California
$386K -$83.3K -993 -18%
FWM
429
Focused Wealth Management
New York
$386K -$7.46K -89 -2%
CB
430
Chemical Bank
Michigan
$384K -$34.3K -409 -8%
SNT
431
Security National Trust
West Virginia
$371K -$8.38K -100 -2%
DW
432
Domani Wealth
Pennsylvania
$371K +$84.9K +1,011 +30%
FTUS
433
Flow Traders U.S.
New York
$364K +$364K +4,338 New
AWP
434
Ascent Wealth Partners
New York
$363K +$55.4K +660 +18%
DBT
435
Dubuque Bank & Trust
Iowa
$362K +$9.48K +113 +3%
ACP
436
Aviance Capital Partners
Florida
$359K -$336 -4 -0.1%
PWW
437
Pettyjohn Wood & White
Virginia
$357K -$7.47M -88,928 -95%
UAS
438
United Asset Strategies
New York
$356K +$14.3K +170 +4%
KC
439
Kingfisher Capital
North Carolina
$351K -$78.1K -931 -18%
SB
440
Simmons Bank
Arkansas
$349K +$349K +4,164 New
DE
441
Day & Ennis
Georgia
$343K +$419 +5 +0.1%
Neuberger Berman Group
442
Neuberger Berman Group
New York
$342K +$58.8K +700 +21%
SAM
443
Silvercrest Asset Management
New York
$336K -$176K -2,096 -34%
PFS
444
Prospera Financial Services
Texas
$333K -$3.95K -47 -1%
OWM
445
Orgel Wealth Management
Wisconsin
$331K – – –
BG
446
Bahl & Gaynor
Ohio
$329K +$13.1K +156 +4%
BCM
447
Boltwood Capital Management
California
$328K – – –
OSNBOA
448
Old Second National Bank of Aurora
Illinois
$328K +$158K +1,875 +92%
FWP
449
Fiduciary Wealth Partners
Massachusetts
$327K +$1.09K +13 +0.3%
TIM
450
Tortoise Investment Management
New York
$326K – – –
16 17
18
19 20