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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 %
PWM
526
Perigon Wealth Management
California
$117K 1,400 +1,400 New
TWA
527
TCI Wealth Advisors
Arizona
$112K 1,351 +6 +0.4%
WAS
528
Winch Advisory Services
Wisconsin
$111K 1,339 +1,339 New
AIM
529
Anchor Investment Management
South Carolina
$103K 1,234 +607 +97%
ADL
530
Asset Dedication LLC
California
$100K 1,198 +298 +33%
ST
531
Smithfield Trust
Pennsylvania
$99K 1,188 – –
AIM
532
Arcadia Investment Management
Michigan
$98K 1,183 +686 +138%
WEC
533
Winslow Evans & Crocker
Massachusetts
$95.3K 1,146 -195 -15%
AF
534
Allworth Financial
California
$94K 1,134 – –
AWM
535
AllSquare Wealth Management
New York
$92K 1,104 – –
RFA
536
Reilly Financial Advisors
California
$91K 1,091 -767 -41%
APSP
537
Asset Planning Services (Pennsylvania)
Pennsylvania
$81K 978 -179 -15%
RBC
538
Roble Belko & Company
Pennsylvania
$81K 968 – –
CG
539
Cutler Group
California
$77K 936 -1,000 -52%
BC
540
Bartlett & Co
Ohio
$75K 900 – –
BBHC
541
Brown Brothers Harriman & Co
New York
$67K 800 -67 -8%
BAM
542
Barrett Asset Management
New York
$67K 800 – –
MSFP
543
Mark Sheptoff Financial Planning
Connecticut
$66K 790 – –
OAJ
544
Ogorek Anthony Joseph
New York
$58K 700 +700 New
NC
545
NewSquare Capital
Pennsylvania
$55K 662 – –
AssetMark Inc
546
AssetMark Inc
California
$52K 620 +620 New
FNBT
547
FineMark National Bank & Trust
Florida
$50K 600 -114 -16%
AIC
548
Ayalon Insurance Company
Israel
$50K 600 – –
Toronto Dominion Bank
549
Toronto Dominion Bank
Ontario, Canada
$48K 571 – –
NHFG
550
New Harbor Financial Group
Massachusetts
$47K 573 -1,079 -65%
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