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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 %
BIAS
26
Beacon Investment Advisory Services
New Jersey
$47.5M 610,775 -33,412 -5%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$44.6M 574,121 +18,530 +3%
CIA
28
Choate Investment Advisors
Massachusetts
$41.9M 516,498 +263,266 +104%
Brown Advisory
29
Brown Advisory
Maryland
$41.4M 532,986 +4,168 +0.8%
PCMC
30
Paragon Capital Management (Colorado)
Colorado
$40.2M 516,353 -491 -0.1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$39.2M 504,409 +163,875 +48%
PAS
32
Park Avenue Securities
New York
$38.3M 492,452 +11,361 +2%
SHCM
33
Stokes & Hubbell Capital Management
Louisiana
$37.7M 485,441 +35,279 +8%
Ameriprise
34
Ameriprise
Minnesota
$36.6M 471,447 +102,734 +28%
JIC
35
Joel Isaacson & Co
New York
$35.4M 454,820 +8,208 +2%
RJA
36
Raymond James & Associates
Florida
$34.4M 442,565 +160,013 +57%
PA
37
Planning Alternatives
Michigan
$33.6M 432,190 +8,114 +2%
M&T Bank
38
M&T Bank
New York
$33.5M 430,515 -65,257 -13%
SFSG
39
Stearns Financial Services Group
North Carolina
$31.2M 400,898 +15,060 +4%
SIG
40
Stanford Investment Group
California
$30.1M 387,076 +11,298 +3%
JC
41
JBF Capital
Colorado
$29.6M 380,756 – –
ZB
42
Zions Bancorporation
Utah
$29.5M 389,019 +12,367 +3%
AllianceBernstein
43
AllianceBernstein
Tennessee
$28.4M 365,460 -213 -0.1%
PMG
44
ProVise Management Group
Florida
$26.1M 336,073 +592 +0.2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$25.4M 326,287 +21,601 +7%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$25.2M 324,572 +142,759 +79%
BP
47
Ballentine Partners
Massachusetts
$25.1M 322,968 -10,621 -3%
MB
48
Mizuho Bank
Japan
$24.1M 310,000 – –
LNC
49
Lincoln National Corp
Pennsylvania
$23.9M 308,904 +17,719 +6%
SIM
50
Sigma Investment Management
Oregon
$23.9M 307,003 +4,278 +1%
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