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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

574 hedge funds and large institutions have $6.91B invested in Vanguard Dividend Appreciation ETF in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 198 increasing their positions, 200 reducing their positions, and 31 closing their positions.

Holders
574
Holders Change
+41
Holders Change %
+7.69%
% of All Funds
15.07%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.97%
New
78
Increased
198
Reduced
200
Closed
31
Calls
$5.02M
Puts
$3.93M
Net Calls
+$1.09M
Net Calls Change
-$800K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$251M
2
UBS Group
2
UBS Group
Switzerland
$359M
3
Bank of America
3
Bank of America
North Carolina
$1.23B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$121M
5
Wells Fargo
5
Wells Fargo
California
$205M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$263M
2
WIM
2
Windhaven Investment Management
Massachusetts
$475M
3
Goldman Sachs
3
Goldman Sachs
New York
$60.5M
4
BMM
4
Berkshire Money Management
Massachusetts
$943K
5
CAG
5
Crestwood Advisors Group
Massachusetts
$6.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.23B 15,754,667 +674,690 +4%
WIM
2
Windhaven Investment Management
Massachusetts
$475M 6,114,441 -643,684 -10%
Morgan Stanley
3
Morgan Stanley
New York
$447M 5,750,552 +158,519 +3%
UBS Group
4
UBS Group
Switzerland
$359M 4,615,628 +1,334,951 +41%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$263M 3,382,526 -726,030 -18%
LPL Financial
6
LPL Financial
California
$251M 3,263,464 +1,579,913 +94%
Wells Fargo
7
Wells Fargo
California
$205M 2,634,693 +483,538 +22%
Vanguard Group
8
Vanguard Group
Pennsylvania
$199M 2,559,307 +253,940 +11%
W
9
Wealthfront
California
$179M 2,302,616 +75,675 +3%
HB
10
Homrich & Berg
Georgia
$139M 1,788,834 +9,301 +0.5%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$121M 1,550,092 +531,197 +52%
DT
12
Diversified Trust
Tennessee
$113M 1,447,096 -53,717 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$105M 1,343,879 +26,842 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$97.3M 1,251,100 +237,697 +23%
BCI
15
Brinker Capital Investments
Pennsylvania
$92.4M 1,188,265 -117,588 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$76.6M 985,586 -17,639 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$72.2M 928,607 +2,538 +0.3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$63.2M 813,292 -12,843 -2%
Goldman Sachs
19
Goldman Sachs
New York
$60.5M 777,878 -317,578 -29%
GT
20
Glenmede Trust
Pennsylvania
$53.1M 682,849 -3,184 -0.5%
SF
21
Synovus Financial
Georgia
$52.6M 676,045 -393 -0.1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$52.2M 671,826 -65,457 -9%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$50M 643,105 -10,426 -2%
CFA
24
Capstone Financial Advisors
Illinois
$48.5M 623,248 -12,221 -2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$48.1M 619,110 -4,661 -0.7%
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