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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 %
SWM
251
Segment Wealth Management
Texas
$802K +$502K +6,678 +168%
MLL
252
Moody Lynn & Lieberson
Massachusetts
$791K -$31.6K -420 -4%
CG
253
Colony Group
Massachusetts
$759K -$80.9K -1,075 -10%
WHI
254
William Harris Investors
Illinois
$756K – – –
RBCM
255
Raub Brock Capital Management
California
$750K +$65.4K +870 +10%
AHS
256
Aspiriant Holdings S3
California
$748K +$57.6K +766 +8%
DC
257
Davenport & Co
Virginia
$747K -$12K -160 -2%
SNT
258
Security National Trust
West Virginia
$740K -$96.5K -1,285 -12%
SGAM
259
Steinberg Global Asset Management
Florida
$723K +$145K +1,923 +25%
DHFB
260
Dixon Hubard Feinour & Brown
Virginia
$718K -$51.2K -680 -7%
LCS
261
Levin Capital Strategies
New York
$715K +$113K +1,500 +19%
LBC
262
Lowe Brockenbrough & Co
Virginia
$708K -$144K -1,919 -17%
AAM
263
Aureus Asset Management
Massachusetts
$708K -$72.5K -963 -9%
TD Asset Management
264
TD Asset Management
Ontario, Canada
$693K +$129K +1,719 +23%
PFM
265
PacWest Financial Management
Arizona
$691K -$7.52K -100 -1%
EC
266
Estate Counselors
Wisconsin
$688K – – –
MAA
267
Mraz Amerine & Associates
California
$688K +$278K +3,700 +68%
DLCIG
268
D.L. Carlson Investment Group
New Hampshire
$674K -$376 -5 -0.1%
AWP
269
Ascent Wealth Partners
New York
$672K +$282K +3,750 +72%
RMAM
270
Raab & Moskowitz Asset Management
New Jersey
$670K +$110K +1,459 +20%
MNA
271
Manning & Napier Advisors
New York
$666K -$505K – –
FFBTD
272
First Financial Bank - Trust Division
Ohio
$661K +$85.8K +1,140 +15%
CNB
273
City National Bank
California
$652K -$428K -5,685 -40%
MBT
274
Montecito Bank & Trust
California
$641K -$23.4K -311 -4%
TCM
275
Tuttle Capital Management
Connecticut
$593K +$593K +7,883 New
9 10
11
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