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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

598 hedge funds and large institutions have $7.72B invested in Vanguard Dividend Appreciation ETF in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 250 increasing their positions, 195 reducing their positions, and 26 closing their positions.

Holders
598
Holders Change
+18
Holders Change %
+3.1%
% of All Funds
15.98%
Holding in Top 10
77
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.32%
% of All Funds
2.06%
New
51
Increased
250
Reduced
195
Closed
26
Calls
$16.3M
Puts
$2.9M
Net Calls
+$13.4M
Net Calls Change
-$4.06M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$214M
2
Morgan Stanley
2
Morgan Stanley
New York
$515M
3
UBS Group
3
UBS Group
Switzerland
$361M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$268M
5
W
5
Wealthfront
California
$201M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$142M
2
WIM
2
Windhaven Investment Management
Massachusetts
$718M
3
MB
3
Mizuho Bank
Japan
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$109M
5
Bank of America
5
Bank of America
North Carolina
$1.47B
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
201
Regal Investment Advisors
Michigan
$2.6M 31,271 -660 -2%
BWM
202
BerganKDV Wealth Management
Minnesota
$2.57M 30,871 -16,517 -35%
HCM
203
Hollencrest Capital Management
California
$2.56M 30,767 +171 +0.6%
WC
204
Whitnell & Co
Illinois
$2.55M 30,647 – –
RWA
205
Ropes Wealth Advisors
Massachusetts
$2.53M 30,434 +2,546 +9%
AI
206
Atria Investments
North Carolina
$2.5M 29,780 +14,953 +101%
JWBC
207
J.W. Burns & Co
New York
$2.48M 29,818 -55 -0.2%
GI
208
Glovista Investments
New Jersey
$2.47M 29,725 – –
CIA
209
Capital Investment Advisors
Georgia
$2.38M 28,624 +1,893 +7%
SPC
210
Sigma Planning Corp
Michigan
$2.3M 27,584 +1,059 +4%
SSI
211
Scott & Selber Inc
Texas
$2.24M 26,900 +5,507 +26%
Fiera Capital (Canada)
212
Fiera Capital (Canada)
Quebec, Canada
$2.24M 26,876 +13,426 +100%
CDIA
213
Capital Directions Investment Advisors
Georgia
$2.22M 26,715 +26,715 New
RFS
214
Rockefeller Financial Services
New York
$2.22M 26,698 – –
IH
215
IFC Holdings
Florida
$2.1M 25,300 +2,531 +11%
RJT
216
Raymond James Trust
Florida
$2.08M 24,925 +155 +0.6%
FA
217
FDx Advisors
Illinois
$2.06M 24,762 -2,609 -10%
SCI
218
S&CO Inc
Massachusetts
$2M 23,976 +170 +0.7%
ECM
219
ETrade Capital Management
Virginia
$1.95M 23,416 +144 +0.6%
ABC
220
Associated Banc-Corp
Wisconsin
$1.89M 22,647 -916 -4%
TRCT
221
Tower Research Capital (TRC)
New York
$1.87M 22,492 +22,492 New
MAA
222
Mraz Amerine & Associates
California
$1.86M 22,371 +4,300 +24%
HNB
223
Huntington National Bank
Ohio
– – – –
GIM
224
Goelzer Investment Management
Indiana
$1.84M 22,078 +29 +0.1%
CIC
225
Carnegie Investment Counsel
Ohio
$1.84M 21,626 +3,661 +20%
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