VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

616 hedge funds and large institutions have $8.05B invested in Vanguard Dividend Appreciation ETF in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 244 increasing their positions, 225 reducing their positions, and 19 closing their positions.

Holders
616
Holders Change
+18
Holders Change %
+3.01%
% of All Funds
16.46%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
2%
New
44
Increased
244
Reduced
225
Closed
19
Calls
$10.8M
Puts
$3.99M
Net Calls
+$6.76M
Net Calls Change
-$6.62M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$870M
2
Bank of America
2
Bank of America
North Carolina
$1.54B
3
W
3
Wealthfront
California
$227M
4
Creative Planning
4
Creative Planning
Kansas
$22.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$535M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$0
2
PAS
2
Park Avenue Securities
New York
$0
3
DT
3
Diversified Trust
Tennessee
$91.3M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$97.9M
5
JFA
5
JNBA Financial Advisors
Minnesota
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.54B 18,402,465 +778,884 +4%
WIM
2
Windhaven Investment Management
Massachusetts
$870M 10,367,423 +1,736,645 +20%
Morgan Stanley
3
Morgan Stanley
New York
$535M 6,370,465 +189,080 +3%
UBS Group
4
UBS Group
Switzerland
$362M 4,312,980 -24,916 -0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$281M 3,346,125 +129,008 +4%
Wells Fargo
6
Wells Fargo
California
$227M 2,703,927 +131,057 +5%
W
7
Wealthfront
California
$227M 2,699,086 +284,737 +12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$226M 2,691,906 -78,307 -3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184M 2,188,362 +150,728 +7%
HB
10
Homrich & Berg
Georgia
$158M 1,883,817 +45,642 +2%
LPL Financial
11
LPL Financial
California
$146M 1,758,319 +48,307 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$123M 1,471,144 +23,014 +2%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$97.9M 1,166,379 -138,620 -11%
BCI
14
Brinker Capital Investments
Pennsylvania
$96.9M 1,155,055 -22,473 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$94.7M 1,128,348 +13,487 +1%
DT
16
Diversified Trust
Tennessee
$91.3M 1,088,172 -301,487 -22%
SF
17
Synovus Financial
Georgia
$78.8M 938,706 -66,179 -7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$71.9M 856,138 -19,507 -2%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$66.9M 797,649 -13,394 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$63M 750,607 +75,022 +11%
HighTower Advisors
21
HighTower Advisors
Illinois
$60.2M 716,925 +12,530 +2%
Brown Advisory
22
Brown Advisory
Maryland
$56.7M 676,148 +131,868 +24%
Goldman Sachs
23
Goldman Sachs
New York
$56.1M 668,389 -14,361 -2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$54.4M 648,306 +5,114 +0.8%
GT
25
Glenmede Trust
Pennsylvania
$53.9M 642,448 -10,660 -2%
1
2 3 4 5