VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

414 hedge funds and large institutions have $6.8B invested in Vanguard Dividend Appreciation ETF in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 183 increasing their positions, 96 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+66
Holders Change %
+18.97%
% of All Funds
12.02%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
2.18%
New
88
Increased
183
Reduced
96
Closed
17
Calls
$4.48M
Puts
$1.62M
Net Calls
+$2.87M
Net Calls Change
+$583K

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$137M
2
Bank of America
Bank of America
North Carolina
$999M
3
U
UBS
Switzerland
$241M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$401M
5
WIM
Windhaven Investment Management
Massachusetts
$1.37B

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
$17.4M
2
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.4M
3
BC
Brinker Capital
Pennsylvania
$10.6M
4
WBG
Wharton Business Group
Pennsylvania
$1.76M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YP
226
Yellowstone Partners
Idaho
$1.04M +$1.04M +13,816 New
VFS
227
VSR Financial Services
Kansas
$1.04M +$47.6K +633 +5%
JIC
228
Johnson Investment Counsel
Ohio
$1.02M +$17K +226 +2%
HR
229
Howe & Rusling
New York
$1.02M +$294K +3,903 +41%
AL
230
Agran Libbie
California
$1M +$1M +13,331 New
Toronto Dominion Bank
231
Toronto Dominion Bank
Ontario, Canada
$999K – – –
SFM
232
Signature Financial Management
Virginia
$981K -$150K -1,990 -13%
SIC
233
Salem Investment Counselors
North Carolina
$976K – – –
FCT
234
Family Capital Trust
Massachusetts
$957K -$7.52K -100 -0.8%
WS
235
Wedbush Securities
California
$927K +$64.2K +853 +7%
SHA
236
Smith Hayes Advisers
Nebraska
$924K – – –
CMO
237
Covenant Multifamily Offices
Texas
$914K +$914K +12,142 New
ST
238
Sageworth Trust
Pennsylvania
$891K +$311K +4,134 +54%
CIA
239
Capital Investment Advisors
Georgia
$881K +$881K +11,713 New
BWM
240
Baystate Wealth Management
Massachusetts
$879K -$5.12K -68 -0.6%
EWA
241
Exencial Wealth Advisors
Oklahoma
$878K +$148 +2 +0%
EFS
242
Essex Financial Services
Connecticut
$855K +$191K +2,543 +29%
LBC
243
Lowe Brockenbrough & Co
Virginia
$852K -$89.6K -1,192 -10%
SAA
244
Southeast Asset Advisors
Georgia
$849K -$13.5K -180 -2%
TCOV
245
Trust Company of Vermont
Vermont
$846K +$413K +5,490 +96%
CG
246
Colony Group
Massachusetts
$840K +$255K +3,389 +44%
SNT
247
Security National Trust
West Virginia
$837K +$27.8K +370 +3%
WJA
248
Williams Jones & Associates
New York
$830K -$471K -6,250 -36%
BWP
249
Baldwin Wealth Partners
Massachusetts
$828K – – –
CFA
250
Carroll Financial Associates
North Carolina
$827K -$3.19M -42,489 -79%
8 9
10
11 12