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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 %
WA
526
Winfield Associates
Ohio
$71K +$12.3K +150 +21%
BBHC
527
Brown Brothers Harriman & Co
New York
$70K -$161K -1,993 -70%
BWA
528
Burt Wealth Advisors
Maryland
$66K +$57.2K +700 +654%
BAM
529
Barrett Asset Management
New York
$65K – – –
MSFP
530
Mark Sheptoff Financial Planning
Connecticut
$64K -$16.2K -200 -20%
FNBT
531
FineMark National Bank & Trust
Florida
$58K +$56.9K +700 +5,000%
NC
532
NewSquare Capital
Pennsylvania
$54K – – –
FANJ
533
Financial Architects (New Jersey)
New Jersey
$52K +$52K +641 New
AIM
534
Anchor Investment Management
South Carolina
$50.9K +$50.9K +627 New
AIC
535
Ayalon Insurance Company
Israel
$49K – – –
Toronto Dominion Bank
536
Toronto Dominion Bank
Ontario, Canada
$46K – – –
AIM
537
Arcadia Investment Management
Michigan
$40K – – –
VCM
538
Vigilant Capital Management
Maine
$38K – – –
PO
539
Private Ocean
California
$38K +$163 +2 +0.4%
PCTC
540
Perkins Coie Trust Company
Washington
$36K – – –
DPA
541
Delphi Private Advisors
California
$36K – – –
JWA
542
JFS Wealth Advisors
Pennsylvania
$35K +$32.3K +400 +1,212%
LIA
543
LS Investment Advisors
Michigan
$34K -$75.8K -932 -69%
ANBT
544
American National Bank & Trust
Texas
$33K – – –
HDIM
545
Hanson & Doremus Investment Management
Vermont
$32K +$163 +2 +0.5%
Thrivent Financial for Lutherans
546
Thrivent Financial for Lutherans
Minnesota
$32K +$32K +400 New
TCM
547
Tradewinds Capital Management
Washington
$31K +$31K +387 New
EK
548
Evensky & Katz
Florida
$30K -$6.33K -80 -17%
HI
549
Hudock Inc
Pennsylvania
$30K – – –
GAM
550
Gemmer Asset Management
California
$30K – – –
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