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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

422 hedge funds and large institutions have $6.05B invested in Vanguard Dividend Appreciation ETF in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 126 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
12.2%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
2.11%
New
45
Increased
188
Reduced
126
Closed
33
Calls
$4.35M
Puts
$1.58M
Net Calls
+$2.77M
Net Calls Change
-$98K

Top Buyers

1
MG
MDE Group
New Jersey
+$65.9M
2
Goldman Sachs
Goldman Sachs
New York
+$25.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$24.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$20.5M
5
BTS
BB&T Securities
Virginia
+$15.9M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$600M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$108M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
-$61M
4
Bank of America
Bank of America
North Carolina
-$34.4M
5
MIH
Madison Investment Holdings
Wisconsin
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
226
Essex Financial Services
Connecticut
$1.08M +$227K +3,013 +27%
Schroder Investment Management Group
227
Schroder Investment Management Group
United Kingdom
$1.08M – – –
GI
228
Glovista Investments
New Jersey
$1.06M +$491K +6,530 +87%
Toronto Dominion Bank
229
Toronto Dominion Bank
Ontario, Canada
$1.04M – – –
YP
230
Yellowstone Partners
Idaho
$1.03M -$9.56K -127 -0.9%
CWA
231
Constellation Wealth Advisors
New York
$1.02M -$3.53M -46,969 -78%
JIC
232
Johnson Investment Counsel
Ohio
$1.02M +$677 +9 +0.1%
SIC
233
Salem Investment Counselors
North Carolina
$976K – – –
TCOV
234
Trust Company of Vermont
Vermont
$971K +$125K +1,663 +15%
CIA
235
Capital Investment Advisors
Georgia
$958K +$76.7K +1,020 +9%
SHA
236
Smith Hayes Advisers
Nebraska
$957K +$33.8K +450 +4%
MIM
237
Midwest Investment Management
Ohio
$944K -$234K -3,111 -20%
BF
238
BOK Financial
Oklahoma
$919K +$138K +1,827 +18%
EWA
239
Exencial Wealth Advisors
Oklahoma
$906K +$12.3K +163 +1%
ST
240
Sageworth Trust
Pennsylvania
$891K – – –
BWM
241
Baystate Wealth Management
Massachusetts
$884K +$5.49K +73 +0.6%
Barclays
242
Barclays
United Kingdom
$877K -$1.25M -16,660 -59%
Citadel Advisors
243
Citadel Advisors
Florida
$867K +$867K +11,528 New
FMBTD
244
First Midwest Bank Trust Division
Illinois
$865K +$865K +11,505 New
SAA
245
Southeast Asset Advisors
Georgia
$849K – – –
DDC
246
DF Dent & Co
Maryland
$848K +$52.6K +700 +7%
TCT
247
TIAA CREF Trust
Missouri
$847K +$33K +438 +4%
BWP
248
Baldwin Wealth Partners
Massachusetts
$828K – – –
BB
249
Busey Bank
Illinois
$819K +$505K +6,706 +161%
SFM
250
Signature Financial Management
Virginia
$813K -$168K -2,231 -17%
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