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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 %
WCM
501
Wealthcare Capital Management
Virginia
$150K – – –
PCP
502
Proficio Capital Partners
Massachusetts
$148K +$48K +590 +48%
CFN
503
Cordasco Financial Network
Florida
$147K -$102K -1,260 -41%
AIM
504
Advantage Investment Management
Iowa
$142K +$17.8K +218 +14%
AI
505
ArchPoint Investors
Florida
$139K +$81 +1 +0.1%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$134K -$65K -800 -33%
NHFG
507
New Harbor Financial Group
Massachusetts
$134K +$125K +1,546 +1,458%
LWA
508
Lenox Wealth Advisors
New York
$132K +$132K +1,620 New
BlackRock
509
BlackRock
New York
$126K +$7.89K +97 +7%
VNA
510
Valley National Advisers
Pennsylvania
$120K +$82 +1 +0.1%
CFA
511
CT Financial Advisors
Pennsylvania
$119K -$4.87K -60 -4%
BBPWM
512
Blue Bell Private Wealth Management
Pennsylvania
$118K -$120K -1,487 -50%
MCM
513
MV Capital Management
Maryland
$115K +$82.1K +1,011 +250%
HPBT
514
High Point Bank & Trust
North Carolina
$114K -$324 -4 -0.3%
CGH
515
Cleary Gull Holdings
Wisconsin
$113K +$113K +1,385 New
TWA
516
TCI Wealth Advisors
Arizona
$109K +$19.2K +237 +21%
WEC
517
Winslow Evans & Crocker
Massachusetts
$109K -$81 -1 -0.1%
ST
518
Smithfield Trust
Pennsylvania
$97K – – –
APSP
519
Asset Planning Services (Pennsylvania)
Pennsylvania
$94K +$487 +6 +0.5%
AF
520
Allworth Financial
California
$92K -$36K -444 -28%
AWM
521
AllSquare Wealth Management
New York
$90K +$16.2K +199 +22%
CP
522
Corbenic Partners
Pennsylvania
$84K – – –
RBC
523
Roble Belko & Company
Pennsylvania
$79K – – –
ADL
524
Asset Dedication LLC
California
$73K -$77.5K -955 -51%
BC
525
Bartlett & Co
Ohio
$73K – – –
19 20
21
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