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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

675 hedge funds and large institutions have $7.98B invested in Vanguard Dividend Appreciation ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 260 increasing their positions, 210 reducing their positions, and 26 closing their positions.

Holders
675
Holders Change
+59
Holders Change %
+9.58%
% of All Funds
16.9%
Holding in Top 10
80
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.67%
% of All Funds
2%
New
95
Increased
260
Reduced
210
Closed
26
Calls
$9.42M
Puts
$4.03M
Net Calls
+$5.38M
Net Calls Change
-$1.38M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$51.8M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$147M
3
UBS Group
3
UBS Group
Switzerland
$407M
4
W
4
Wealthfront
California
$265M
5
Wells Fargo
5
Wells Fargo
California
$259M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$441M
2
Bank of America
2
Bank of America
North Carolina
$1.53B
3
BCI
3
Brinker Capital Investments
Pennsylvania
$71.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$10.6M
5
FDCC
5
Foster Dykema Cabot & Co
Massachusetts
$547K
Name Market Value Shares Shares
Change 		Shares
Change %
LA
501
LVW Advisors
New York
$316K 3,706 +10 +0.3%
WP
502
WealthSource Partners
California
$314K 3,682 -5,354 -59%
DY
503
Dowling & Yahnke
California
$311K 3,653 – –
FWP
504
Fiduciary Wealth Partners
Massachusetts
$310K 3,617 -283 -7%
EWA
505
EP Wealth Advisors
California
$310K 3,635 +905 +33%
CSM
506
CAMG Solamere Management
North Carolina
$306K 3,596 +3,596 New
AIM
507
Avity Investment Management
Connecticut
$305K 3,575 – –
FPCP
508
Fort Point Capital Partners
California
$297K 3,446 -73 -2%
SBIA
509
Sheaff Brock Investment Advisors
Indiana
$295K 3,460 -3,666 -51%
HCM
510
Hengehold Capital Management
Ohio
$295K 3,461 -59 -2%
PA
511
Parkside Advisors
California
$294K 3,446 -313 -8%
HPBT
512
High Point Bank & Trust
North Carolina
$292K 3,430 -16 -0.5%
BFIM
513
Beese Fulmer Investment Management
Ohio
$291K 3,411 +170 +5%
SSB
514
Sandy Spring Bank
Maryland
$290K 3,410 – –
AFG
515
Albion Financial Group
Utah
$287K 3,373 +210 +7%
CPSAC
516
Chas P. Smith & Associates (CPS)
Florida
$285K 3,349 +599 +22%
MSAM
517
Moloney Securities Asset Management
Missouri
$284K 3,330 +3,330 New
ST
518
Sageworth Trust
Pennsylvania
$282K 3,306 – –
NGA
519
Naples Global Advisors
Florida
$282K 3,310 +20 +0.6%
MWM
520
Meridian Wealth Management
Kentucky
$282K 3,258 +3,258 New
AIM
521
Aspen Investment Management
Michigan
$281K 3,300 – –
SBL
522
Sargent Bickham Lagudis
Colorado
$281K 3,294 +37 +1%
BAAM
523
Baker Avenue Asset Management
California
$279K 3,280 -265 -7%
SC
524
Savant Capital
Illinois
$279K 3,277 – –
AOWM
525
Alpha Omega Wealth Management
Virginia
$279K 3,275 +3,275 New
19 20
21
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