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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 %
PFO
551
Pathstone Family Office
New Jersey
$30K +$30K +365 New
FPB
552
First PREMIER Bank
South Dakota
$29K – – –
MBT
553
Monroe Bank & Trust
Michigan
$29K +$29K +357 New
KF
554
Krilogy Financial
Missouri
$28K +$28K +345 New
LWA
555
Lowe Wealth Advisors
Maryland
$27K – – –
First Manhattan
556
First Manhattan
New York
$26K +$26K +323 New
CHC
557
City Holding Co
West Virginia
$19K – – –
WAS
558
WESPAC Advisors SoCal
California
$17.1K +$15.4K +190 +950%
BCM
559
Blume Capital Management
California
$17K – – –
UFA
560
US Financial Advisors
Massachusetts
$16K -$440K -5,500 -96%
TF
561
Tompkins Financial
New York
$16K +$16K +194 New
GBBWRPM
562
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K – – –
SFPM
563
Sensible Financial Planning & Management
Massachusetts
$14K -$18.8K -238 -57%
PFBT
564
Parkside Financial Bank & Trust
Missouri
$14K – – –
SEI Investments
565
SEI Investments
Pennsylvania
$13K -$21.8K -279 -63%
AP
566
Atwood & Palmer
Missouri
$12K – – –
PAI
567
Pittenger & Anderson Inc
Nebraska
$12K – – –
PFS
568
Physicians Financial Services
North Carolina
$12K +$85 +1 +0.7%
BAM
569
Brave Asset Management
New Jersey
$11K – – –
IAS
570
INR Advisory Services
Pennsylvania
$10K – – –
MWP
571
MYCIO Wealth Partners
Pennsylvania
$10K – – –
AA
572
Apriem Advisors
California
$10K +$10K +123 New
WTB
573
Washington Trust Bank
Washington
$9K -$43K -526 -83%
Barclays
574
Barclays
United Kingdom
$9K -$1.18K -15 -12%
AWM
575
Avior Wealth Management
Nebraska
$8K -$1.92K -24 -19%
21 22
23
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