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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

616 hedge funds and large institutions have $8.05B invested in Vanguard Dividend Appreciation ETF in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 244 increasing their positions, 225 reducing their positions, and 19 closing their positions.

Holders
616
Holders Change
+18
Holders Change %
+3.01%
% of All Funds
16.46%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
2%
New
44
Increased
244
Reduced
225
Closed
19
Calls
$10.8M
Puts
$3.99M
Net Calls
+$6.76M
Net Calls Change
-$6.62M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$870M
2
Bank of America
2
Bank of America
North Carolina
$1.54B
3
W
3
Wealthfront
California
$227M
4
Creative Planning
4
Creative Planning
Kansas
$22.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$535M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$0
2
PAS
2
Park Avenue Securities
New York
$0
3
DT
3
Diversified Trust
Tennessee
$91.3M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$97.9M
5
JFA
5
JNBA Financial Advisors
Minnesota
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IMOV
501
Investment Management of Virginia
Virginia
$235K 2,800 – –
ISL
502
Ingalls & Snyder LLC
New York
$235K 2,800 – –
EDRS
503
Edmond de Rothschild (Suisse)
Switzerland
$232K 2,770 +2,770 New
EDRH
504
Edmond de Rothschild Holding
Switzerland
$232K 2,770 +2,770 New
CPSAC
505
Chas P. Smith & Associates (CPS)
Florida
$231K 2,750 – –
Comerica Bank
506
Comerica Bank
Texas
$230K 2,761 -812 -23%
EWA
507
EP Wealth Advisors
California
$229K 2,730 -211 -7%
MBT
508
Montecito Bank & Trust
California
$229K 2,723 – –
PWLP
509
Prio Wealth Limited Partnership
Massachusetts
$229K 2,730 – –
SFM
510
Signature Financial Management
Virginia
$228K 2,720 – –
BFA
511
Bragg Financial Advisors
North Carolina
$228K 2,720 +2,720 New
NI
512
Numeric Investors
Massachusetts
$227K 2,700 -200 -7%
FAG
513
Financial Advisory Group
Texas
$227K 2,700 – –
CFA
514
CT Financial Advisors
Pennsylvania
$222K 2,647 -186 -7%
AWM
515
Avior Wealth Management
Nebraska
$222K 2,641 +2,323 +731%
DIA
516
Denver Investment Advisors
Colorado
$222K 2,651 +2,651 New
PPA
517
Parametric Portfolio Associates
Washington
$221K 2,628 -7 -0.3%
IP
518
Investment Partners
Ohio
$219K 2,604 +12 +0.5%
GBT
519
Grove Bank & Trust
Florida
$218K 2,600 – –
PFM
520
Parsec Financial Management
North Carolina
$218K 2,601 – –
CL
521
CPWM LLC
Washington
$218K 2,603 +4 +0.2%
GAM
522
Gould Asset Management
California
$216K 2,570 – –
VNA
523
Valley National Advisers
Pennsylvania
$216K 2,576 +1 +0%
CCM
524
Cribstone Capital Management
Maine
$215K 2,617 -147 -5%
AAM
525
Aureus Asset Management
Massachusetts
$215K 2,564 – –
19 20
21
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