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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

598 hedge funds and large institutions have $7.72B invested in Vanguard Dividend Appreciation ETF in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 250 increasing their positions, 195 reducing their positions, and 26 closing their positions.

Holders
598
Holders Change
+18
Holders Change %
+3.1%
% of All Funds
15.98%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
2.06%
New
51
Increased
250
Reduced
195
Closed
26
Calls
$16.3M
Puts
$2.9M
Net Calls
+$13.4M
Net Calls Change
-$4.06M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$214M
2
Morgan Stanley
2
Morgan Stanley
New York
$515M
3
UBS Group
3
UBS Group
Switzerland
$361M
4
AG
4
Advisor Group
Arizona
$16.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$268M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$142M
2
WIM
2
Windhaven Investment Management
Massachusetts
$718M
3
MB
3
Mizuho Bank
Japan
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$109M
5
Bank of America
5
Bank of America
North Carolina
$1.47B
Name Market Value Shares Shares
Change 		Shares
Change %
FANJ
476
Financial Architects (New Jersey)
New Jersey
$247K 2,970 +2,329 +363%
EWA
477
EP Wealth Advisors
California
$245K 2,941 -2,589 -47%
SCA
478
STALEY CAPITAL ADVISERS
Pennsylvania
$244K 2,928 – –
CIC
479
Cornercap Investment Counsel
Georgia
$244K 2,929 – –
HCM
480
Hengehold Capital Management
Ohio
$243K 2,921 -123 -4%
NI
481
Numeric Investors
Massachusetts
$241K 2,900 +2,900 New
B
482
Bailard
California
$240K 2,880 +2,880 New
CFA
483
CT Financial Advisors
Pennsylvania
$236K 2,833 +1,364 +93%
IMOV
484
Investment Management of Virginia
Virginia
$233K 2,800 +2,800 New
ISL
485
Ingalls & Snyder LLC
New York
$233K 2,800 +2,800 New
BCP
486
Blue Chip Partners
Michigan
$231K 2,774 -539 -16%
CCM
487
Cribstone Capital Management
Maine
$230K 2,764 -100 -3%
AFWA
488
Ancora Family Wealth Advisors
Ohio
$230K 2,765 +2,765 New
CPSAC
489
Chas P. Smith & Associates (CPS)
Florida
$229K 2,750 +100 +4%
MBT
490
Montecito Bank & Trust
California
$227K 2,723 -712 -21%
PWLP
491
Prio Wealth Limited Partnership
Massachusetts
$227K 2,730 – –
SFM
492
Signature Financial Management
Virginia
$226K 2,720 – –
FAG
493
Financial Advisory Group
Texas
$225K 2,700 – –
WAP
494
Wealthcare Advisory Partners
Pennsylvania
$222K 2,672 +2,672 New
PPA
495
Parametric Portfolio Associates
Washington
$219K 2,635 -1,314 -33%
RDM
496
Retirement Design & Management
Connecticut
$218K 2,620 -18 -0.7%
PFM
497
Parsec Financial Management
North Carolina
$217K 2,601 +2,601 New
GBT
498
Grove Bank & Trust
Florida
$216K 2,600 – –
CL
499
CPWM LLC
Washington
$216K 2,599 +6 +0.2%
IP
500
Investment Partners
Ohio
$216K 2,592 +2,592 New
18 19
20
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