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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 %
AIM
551
Anchor Investment Management
South Carolina
$98.6K 1,175 -59 -5%
AIM
552
Advantage Investment Management
Iowa
$97K 1,150 -592 -34%
AF
553
Allworth Financial
California
$95K 1,134 – –
AWM
554
AllSquare Wealth Management
New York
$93K 1,104 – –
RFA
555
Reilly Financial Advisors
California
$92K 1,091 – –
ST
556
Smithfield Trust
Pennsylvania
$91K 1,084 -104 -9%
VIA
557
Vantage Investment Advisors
Pennsylvania
$82K 981 -2,847 -74%
APSP
558
Asset Planning Services (Pennsylvania)
Pennsylvania
$77K 922 -56 -6%
BC
559
Bartlett & Co
Ohio
$76K 900 – –
HDIM
560
Hanson & Doremus Investment Management
Vermont
$75K 892 +407 +84%
PFBT
561
Parkside Financial Bank & Trust
Missouri
$75K 890 +719 +420%
RBC
562
Roble Belko & Company
Pennsylvania
$74K 880 -88 -9%
LIA
563
LS Investment Advisors
Michigan
$71K 844 +426 +102%
BBHC
564
Brown Brothers Harriman & Co
New York
$67K 800 – –
BAM
565
Barrett Asset Management
New York
$67K 800 – –
MSFP
566
Mark Sheptoff Financial Planning
Connecticut
$66K 790 – –
SEI Investments
567
SEI Investments
Pennsylvania
$66K 781 +365 +88%
WAP
568
Wealthcare Advisory Partners
Pennsylvania
$59K 703 -1,969 -74%
OAJ
569
Ogorek Anthony Joseph
New York
$58K 700 – –
NC
570
NewSquare Capital
Pennsylvania
$56K 662 – –
EWM
571
Edge Wealth Management
New York
$53K 635 -3,495 -85%
AIC
572
Ayalon Insurance Company
Israel
$50K 600 – –
PO
573
Private Ocean
California
$40K 471 +2 +0.4%
PCTC
574
Perkins Coie Trust Company
Washington
$37K 439 – –
DPA
575
Delphi Private Advisors
California
$37K 442 – –
21 22
23
24 25