VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

580 hedge funds and large institutions have $7.62B invested in Vanguard Dividend Appreciation ETF in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 227 increasing their positions, 208 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
15.48%
Holding in Top 10
76
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.33%
% of All Funds
2.03%
New
50
Increased
227
Reduced
208
Closed
41
Calls
$21.2M
Puts
$3.77M
Net Calls
+$17.4M
Net Calls Change
+$16.4M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
$759M
2
Bank of America
Bank of America
North Carolina
$1.44B
3
Vanguard Group
Vanguard Group
Pennsylvania
$246M
4
SF
Synovus Financial
Georgia
$82.4M
5
Morgan Stanley
Morgan Stanley
New York
$480M

Top Sellers

1
BIAS
Beacon Investment Advisory Services
New Jersey
$1.02M
2
HighTower Advisors
HighTower Advisors
Illinois
$55.5M
3
UBS Group
UBS Group
Switzerland
$331M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$235M
5
CIA
Choate Investment Advisors
Massachusetts
$9.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Crossvault Capital Management
Texas
$220K +$220K +2,703 New
FAG
477
Financial Advisory Group
Texas
$219K – – –
Walleye Trading
478
Walleye Trading
New York
$216K +$150K +1,840 +225%
FPCM
479
Financial Partners Capital Management
New York
$215K +$215K +2,650 New
CPSAC
480
Chas P. Smith & Associates (CPS)
Florida
$215K +$215K +2,650 New
RDM
481
Retirement Design & Management
Connecticut
$214K – – –
CL
482
CPWM LLC
Washington
$211K -$20.8K -256 -9%
GBT
483
Grove Bank & Trust
Florida
$211K +$81.2K +1,000 +63%
GAM
484
Gould Asset Management
California
$209K – – –
PP
485
Patten & Patten
Tennessee
$209K +$209K +2,568 New
HBT
486
Hills Bank & Trust
Iowa
$208K +$208K +2,560 New
AAM
487
Aureus Asset Management
Massachusetts
$208K +$208K +2,564 New
KT
488
Kanaly Trust
Texas
$207K – – –
SAMT
489
Select Asset Management & Trust
Pennsylvania
$206K – – –
WF
490
Welch & Forbes
Massachusetts
$204K -$20.4K -250 -9%
BWM
491
Braver Wealth Management
Massachusetts
$202K +$202K +2,484 New
BC
492
Brinker Capital
Pennsylvania
$202K +$202K +2,491 New
WRM
493
Westport Resources Management
Connecticut
$196K -$11.8K -146 -6%
QCG
494
Quadrant Capital Group
Ohio
$180K – – –
CK
495
Carnick & Kubik
Colorado
$179K +$179K +2,200 New
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K – – –
MFW
497
Mosaic Family Wealth
Missouri
$160K – – –
PG
498
Patten Group
Tennessee
$157K – – –
CG
499
Cutler Group
California
$157K +$157K +1,936 New
RFA
500
Reilly Financial Advisors
California
$151K – – –
18 19
20
21 22