VIG icon

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 %
LWAC
476
Laurel Wealth Advisors (California)
California
$221K 2,848 +2,848 New
HCM
477
Hilton Capital Management
New York
– – – –
LIA
478
LBMC Investment Advisors
Tennessee
$219K 2,818 +13 +0.5%
SWM
479
SVA Wealth Management
Wisconsin
$217K 2,793 – –
OWM
480
Orgel Wealth Management
Wisconsin
$217K 5,896 +5,896 New
BG
481
Bahl & Gaynor
Ohio
$216K 2,782 -595 -18%
HA
482
Harfst & Associates
Wyoming
$216K 2,780 -100 -3%
HCM
483
Hengehold Capital Management
Ohio
$214K 2,754 -429 -13%
SSB
484
Sandy Spring Bank
Maryland
$214K 2,758 -6 -0.2%
WF
485
Welch & Forbes
Massachusetts
$214K 2,753 +2,753 New
RMCM
486
Reynders McVeigh Capital Management
Massachusetts
$212K 2,729 – –
FAG
487
Financial Advisory Group
Texas
$210K 2,700 +2,700 New
SAMT
488
Select Asset Management & Trust
Pennsylvania
$206K 2,647 +2,647 New
RDM
489
Retirement Design & Management
Connecticut
$205K 2,638 +2,638 New
PMFA
490
Plante Moran Financial Advisors
Michigan
$203K 2,610 – –
GAM
491
Gould Asset Management
California
$200K 2,570 +2,570 New
WRM
492
Westport Resources Management
Connecticut
$199K 2,563 -1,772 -41%
KT
493
Kanaly Trust
Texas
$198K 2,549 – –
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$191K 2,450 -600 -20%
QCG
495
Quadrant Capital Group
Ohio
$172K 2,220 -2,049 -48%
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K 2,062 +250 +14%
MFW
497
Mosaic Family Wealth
Missouri
$153K 1,975 +1,975 New
PG
498
Patten Group
Tennessee
$151K 1,935 +36 +2%
RFA
499
Reilly Financial Advisors
California
$144K 1,858 +626 +51%
ADL
500
Asset Dedication LLC
California
$144K 1,855 +1,855 New
18 19
20
21 22