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 %
RCAG
126
Rehmann Capital Advisory Group
Michigan
$4.94M -$73.1K -900 -1%
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$4.86M +$39.3K +484 +0.8%
PP
128
Palladium Partners
Virginia
$4.84M -$65.8K -810 -1%
MFS
129
McNamara Financial Services
Massachusetts
$4.84M +$4.84M +59,537 New
PFA
130
Paradigm Financial Advisors
Missouri
$4.8M -$322K -3,961 -6%
CFA
131
Cahill Financial Advisors
Minnesota
$4.79M -$43.4K -534 -0.9%
NFG
132
NewFocus Financial Group
Washington
$4.65M +$7.72K +95 +0.2%
ACM
133
Argentus Capital Management
Texas
$4.65M -$343K -4,227 -7%
DG
134
Davidson & Garrard
Virginia
$4.63M -$484K -5,959 -9%
SI
135
SII Investments
Wisconsin
$4.54M +$1.7M +21,045 +60%
ACP
136
Ashfield Capital Partners
California
$4.5M +$457K +5,620 +11%
CA
137
Cetera Advisors
Colorado
$4.39M +$180K +2,229 +4%
DCM
138
Donaldson Capital Management
Indiana
$4.36M +$285K +3,502 +7%
EVM
139
Eaton Vance Management
Massachusetts
$4.34M – – –
BOH
140
Bank of Hawaii
Hawaii
$4.19M -$9.31M -114,586 -69%
AC
141
Alexandria Capital
Virginia
$4.11M -$141K -1,738 -3%
HPWM
142
Highland Private Wealth Management
Washington
$4.1M -$67.4K -830 -2%
CAG
143
Crestwood Advisors Group
Massachusetts
$4.1M -$2.96M -36,384 -42%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$4.05M +$617K +7,595 +18%
HSA
145
HBK Sorce Advisory
Pennsylvania
$4.04M -$73.5K -905 -2%
FAAS
146
First Allied Advisory Services
California
$4.04M +$376K +4,651 +10%
ECM
147
Evergreen Capital Management
Washington
$3.99M -$54.8K -674 -1%
LIM
148
Leavell Investment Management
Alabama
$3.99M +$147K +1,810 +4%
JMFC
149
J.M. Forbes & Co
Massachusetts
$3.93M -$321K -3,952 -8%
BWM
150
BerganKDV Wealth Management
Minnesota
$3.85M +$3.85M +47,388 New
4 5
6
7 8