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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CCM
451
Coe Capital Management
Illinois
$322K 3,840 -815 -18%
SAM
452
Smithbridge Asset Management
Pennsylvania
$319K 3,800 – –
MHIC
453
Marble Harbor Investment Counsel
Massachusetts
$319K 3,796 – –
CG
454
Cutler Group
California
$317K 3,781 +2,845 +304%
PA
455
Parkside Advisors
California
$316K 3,759 -415 -10%
RT
456
Reliance Trust
Georgia
$312K 3,713 +3,713 New
SWM
457
SVA Wealth Management
Wisconsin
$311K 3,711 +361 +11%
LA
458
LVW Advisors
New York
$310K 3,696 -947 -20%
DY
459
Dowling & Yahnke
California
$307K 3,653 – –
PCA
460
Personal Capital Advisors
California
$302K 3,626 +115 +3%
NDSI
461
Newman Dignan & Sheerar Inc
Rhode Island
$301K 3,584 +10 +0.3%
BAAM
462
Baker Avenue Asset Management
California
$298K 3,545 +1 +0%
AIM
463
Avity Investment Management
Connecticut
$297K 3,575 -2,350 -40%
FPCP
464
Fort Point Capital Partners
California
$295K 3,519 +73 +2%
HCM
465
Hengehold Capital Management
Ohio
$295K 3,520 +599 +21%
PP
466
Patten & Patten
Tennessee
$291K 3,469 +901 +35%
HPBT
467
High Point Bank & Trust
North Carolina
$290K 3,446 +16 +0.5%
VAM
468
Verity Asset Management
North Carolina
$288K 3,436 -44 -1%
MGIA
469
Moneta Group Investment Advisors
Missouri
$287K 3,421 – –
SSB
470
Sandy Spring Bank
Maryland
$286K 3,410 -382 -10%
LWAC
471
Laurel Wealth Advisors (California)
California
$286K 3,406 +8 +0.2%
NCM
472
Northside Capital Management
Oregon
$281K 3,345 – –
AFWA
473
Ancora Family Wealth Advisors
Ohio
$281K 3,354 +589 +21%
BWM
474
Braver Wealth Management
Massachusetts
$281K 3,343 +3,343 New
ST
475
Sageworth Trust
Pennsylvania
$277K 3,306 – –
17 18
19
20 21