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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 %
CL
151
Choreo LLC
Illinois
$3.84M +$3.84M +47,250 New
MCTIC
152
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.8M -$3.27M – –
SCA
153
Snowden Capital Advisors
New York
$3.77M +$3.77M +46,404 New
US Bancorp
154
US Bancorp
Minnesota
$3.77M +$31.5K +388 +0.8%
SC
155
Scotia Capital
Ontario, Canada
$3.76M -$890K -10,955 -19%
OPCM
156
Osborne Partners Capital Management
California
$3.75M +$369K +4,543 +11%
KCPG
157
Kavar Capital Partners Group
Kansas
$3.72M +$26.2K +323 +0.7%
TFCP
158
Twin Focus Capital Partners
Massachusetts
$3.71M +$139K +1,710 +4%
TFO
159
Tarbox Family Office
California
$3.68M -$66K -813 -2%
BFS
160
Bradley Foster & Sargent
Connecticut
$3.68M -$108K -1,324 -3%
BF
161
BOK Financial
Oklahoma
$3.61M -$14.2K -175 -0.4%
NG
162
Northstar Group
New York
$3.6M +$203K +2,500 +6%
EHPM
163
Emery Howard Portfolio Management
California
$3.59M +$8.53K +105 +0.2%
HC
164
HHG & Company
Connecticut
$3.58M -$561K -6,904 -14%
SI
165
Stephens Inc
Arkansas
$3.58M +$190K +2,336 +6%
HMC
166
Harvard Management Company
Massachusetts
$3.56M +$24K +295 +0.7%
GWM
167
Greenwich Wealth Management
Connecticut
$3.52M +$3.52M +43,287 New
CWM
168
Cornerstone Wealth Management
Missouri
$3.48M +$3.48M +42,224 New
WIP
169
Wellesley Investment Partners
Massachusetts
$3.46M +$48.3K +594 +1%
HTC
170
Haverford Trust Company
Pennsylvania
$3.44M +$48.8K +601 +1%
HFS
171
HL Financial Services
Kentucky
$3.43M -$216K -2,657 -6%
CCG
172
Chatham Capital Group
Georgia
$3.43M -$711K -8,750 -17%
MNA
173
Manning & Napier Advisors
New York
$3.42M -$897K – –
SC
174
SouthState Corp
Florida
$3.4M -$32.9K -405 -1%
IA
175
IFP Advisors
Florida
$3.39M -$4.27M -39,064 -56%
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