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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 %
LAM
601
Lebenthal Asset Management
New York
$11K 134 +134 New
MWP
602
MYCIO Wealth Partners
Pennsylvania
$10K 123 – –
AIP
603
Ameritas Investment Partners
Nebraska
$9K 111 +71 +178%
BCFS
604
Butensky & Cohen Financial Security
Florida
$9K 105 +105 New
CWM
605
Cedar Wealth Management
California
$8K 93 – –
BWA
606
Burt Wealth Advisors
Maryland
$8K 107 – –
MFBTD
607
MB Financial Bank - Trust Department
Illinois
$7K 88 – –
SIA
608
SeaBridge Investment Advisors
New Jersey
$6K 70 – –
KIG
609
Kessler Investment Group
Indiana
$6K 75 +75 New
CP
610
Corbenic Partners
Pennsylvania
$4K 48 – –
JWA
611
JFS Wealth Advisors
Pennsylvania
$3K 34 -399 -92%
FMP
612
Financial Management Professionals
Texas
$3K 45 – –
IF
613
Ironwood Financial
Arizona
$3K 40 – –
WAS
614
WESPAC Advisors SoCal
California
$1.68K 20 -80 -80%
WDL
615
Well Done LLC
Michigan
$816 9,720 – –
FNB
616
Farmers National Bank
Kentucky
$525 6,256 -275 -4%
SBL
617
Sargent Bickham Lagudis
Colorado
$273 3,257 -59 -2%
Northwestern Mutual Wealth Management
618
Northwestern Mutual Wealth Management
Wisconsin
– – -567,570 Closed
PAS
619
Park Avenue Securities
New York
– – -463,714 Closed
OLA
620
Oliver Luxxe Assets
New Jersey
– – -38,543 Closed
TRCT
621
Tower Research Capital (TRC)
New York
– – -22,492 Closed
IIC
622
Integrated Investment Consultants
Michigan
– – -15,000 Closed
OCG
623
Opus Capital Group
Ohio
– – -5,062 Closed
Nomura Holdings
624
Nomura Holdings
Japan
– – -3,000 Closed
RDM
625
Retirement Design & Management
Connecticut
– – -2,620 Closed
22 23 24
25
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