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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

542 hedge funds and large institutions have $6.73B invested in Vanguard Dividend Appreciation ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 179 increasing their positions, 209 reducing their positions, and 32 closing their positions.

Holders
542
Holders Change
–
Holders Change %
0%
% of All Funds
14.62%
Holding in Top 10
74
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-11.9%
% of All Funds
2%
New
41
Increased
179
Reduced
209
Closed
32
Calls
$5.47M
Puts
$3.98M
Net Calls
+$1.49M
Net Calls Change
+$2.99M

Top Buyers

1
BIAS
1
Beacon Investment Advisory Services
New Jersey
$59.4M
2
MB
2
Mizuho Bank
Japan
$24.4M
3
W
3
Wealthfront
California
$145M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$176M
5
CWA
5
Cypress Wealth Advisors
California
$18.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$448M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$137M
4
Bank of America
4
Bank of America
North Carolina
$1.06B
5
WIM
5
Windhaven Investment Management
Massachusetts
$575M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.06B 13,493,926 -194,528 -1%
WIM
2
Windhaven Investment Management
Massachusetts
$575M 7,318,727 -184,115 -2%
Morgan Stanley
3
Morgan Stanley
New York
$448M 5,705,034 -263,127 -4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$333M 4,234,623 -51,904 -1%
UBS Group
5
UBS Group
Switzerland
$303M 3,851,566 -78,924 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$176M 2,245,607 +251,920 +13%
Wells Fargo
7
Wells Fargo
California
$150M 1,914,463 -65,027 -3%
W
8
Wealthfront
California
$145M 1,845,170 +275,276 +18%
LPL Financial
9
LPL Financial
California
$144M 1,818,161 +37,233 +2%
HB
10
Homrich & Berg
Georgia
$140M 1,783,022 +58,707 +3%
BCI
11
Brinker Capital Investments
Pennsylvania
$137M 1,744,394 -246,586 -12%
DT
12
Diversified Trust
Tennessee
$117M 1,488,721 +14,530 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$104M 1,322,251 +30,700 +2%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$103M 1,306,848 +2,957 +0.2%
Goldman Sachs
15
Goldman Sachs
New York
$102M 1,293,998 +191,197 +17%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$80M 1,017,570 +57,407 +6%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$79.4M 1,010,971 -160,291 -14%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$79.2M 1,007,776 -8,064 -0.8%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$59.8M 761,348 +21,820 +3%
BIAS
20
Beacon Investment Advisory Services
New Jersey
$59.4M 756,061 +756,061 New
MAA
21
Managed Account Advisors
New Jersey
$58.5M 744,641 +165,890 +29%
CFA
22
Capstone Financial Advisors
Illinois
$58M 737,801 +4,072 +0.6%
GT
23
Glenmede Trust
Pennsylvania
$56.3M 716,272 -50,176 -7%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$56.1M 713,634 +22,396 +3%
SF
25
Synovus Financial
Georgia
$50.7M 645,445 +34,351 +6%
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