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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 %
MLL
251
Moody Lynn & Lieberson
Massachusetts
$822K – – –
TCT
252
TIAA CREF Trust
Missouri
$814K -$9.63K -128 -1%
DDC
253
DF Dent & Co
Maryland
$796K +$26.3K +350 +3%
BF
254
BOK Financial
Oklahoma
$781K +$3.76K +50 +0.5%
AAM
255
Aureus Asset Management
Massachusetts
$780K +$167K +2,221 +27%
DHFB
256
Dixon Hubard Feinour & Brown
Virginia
$769K -$11.3K -150 -1%
DC
257
Davenport & Co
Virginia
$759K +$27.7K +368 +4%
WHI
258
William Harris Investors
Illinois
$756K -$143K -1,900 -16%
GF
259
Gerstein Fisher
New York
$734K +$346K +4,601 +89%
AHS
260
Aspiriant Holdings S3
California
$690K +$199K +2,644 +40%
EC
261
Estate Counselors
Wisconsin
$688K – – –
RBCM
262
Raub Brock Capital Management
California
$685K +$35.7K +475 +6%
DLCIG
263
D.L. Carlson Investment Group
New Hampshire
$674K +$18.1K +240 +3%
CWM
264
Cranbrook Wealth Management
Michigan
$667K +$667K +8,869 New
MBT
265
Montecito Bank & Trust
California
$665K +$46.9K +623 +8%
CAM
266
Capstone Asset Management
Texas
$653K +$653K +8,674 New
WRTC
267
Wind River Trust Company
Wyoming
$621K -$417K -5,530 -40%
SEIA
268
Signature Estate & Investment Advisors
California
$619K +$227K +3,023 +58%
LCS
269
Levin Capital Strategies
New York
$602K – – –
GT
270
Glenview Trust
Kentucky
$579K +$579K +7,690 New
SGAM
271
Steinberg Global Asset Management
Florida
$578K -$3.54K -47 -0.6%
FFBTD
272
First Financial Bank - Trust Division
Ohio
$575K +$575K +7,645 New
IIC
273
Ironwood Investment Counsel
Arizona
$573K +$573K +7,615 New
TD Asset Management
274
TD Asset Management
Ontario, Canada
$564K +$203K +2,700 +56%
GI
275
Glovista Investments
New Jersey
$564K +$226K +3,000 +67%
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