VIG icon

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 %
SFG
601
Sage Financial Group
Pennsylvania
– -$357K -4,590 Closed
EM
602
Excalibur Management
Massachusetts
– -$310K -3,983 Closed
B
603
Brightworth
Georgia
– -$293K -3,771 Closed
SCM
604
Shelton Capital Management
Colorado
– -$289K -3,720 Closed
CBU
605
CIBC Bank USA
Illinois
– -$277K -3,560 Closed
BCM
606
Brookmont Capital Management
Texas
– -$261K -3,352 Closed
FA
607
FCG Advisors
New Jersey
– -$254K -3,271 Closed
CCS
608
Crosspoint Capital Strategies
California
– -$254K -3,131 Closed
FAM
609
Foothills Asset Management
Arizona
– -$239K -3,073 Closed
PCA
610
Peddock Capital Advisors
Massachusetts
– -$229K -2,950 Closed
BOS
611
Bingham Osborn & Scarborough
California
– -$221K -2,847 Closed
FCCM
612
First City Capital Management
Georgia
– -$112K -1,435 Closed
Simplex Trading
613
Simplex Trading
Illinois
– -$106K -1,372 Closed
CPIG
614
Chicago Partners Investment Group
Illinois
– -$105K -1,349 Closed
KC
615
Kingfisher Capital
North Carolina
– -$96K -1,228 Closed
PFG
616
Piershale Financial Group
Illinois
– -$36K -459 Closed
AOWM
617
Alpha Omega Wealth Management
Virginia
– -$24K -303 Closed
Lazard Asset Management
618
Lazard Asset Management
New York
– -$12K -166 Closed
PRS
619
Pinkerton Retirement Specialists
Idaho
– -$12K -150 Closed
AIA
620
Allegis Investment Advisors
Idaho
– -$11K -141 Closed
CAL
621
Capital Analysts LLC
Pennsylvania
– -$10.4K -134 Closed
AssetMark Inc
622
AssetMark Inc
California
– -$3K -36 Closed
KM
623
Kalos Management
Georgia
– -$9K – –
HCM
624
Hilton Capital Management
New York
– -$219K – –
21 22 23 24
25