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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

449 hedge funds and large institutions have $7.35B invested in Vanguard Dividend Appreciation ETF in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 205 increasing their positions, 129 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+27
Holders Change %
+6.4%
% of All Funds
12.91%
Holding in Top 10
72
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.37%
% of All Funds
2.07%
New
51
Increased
205
Reduced
129
Closed
22
Calls
$4.43M
Puts
$2.17M
Net Calls
+$2.26M
Net Calls Change
-$507K

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
+$560M
2
Bank of America
Bank of America
North Carolina
+$146M
3
W
Wealthfront
California
+$24.8M
4
HP
HT Partners
Connecticut
+$16.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$29.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$25.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$17.1M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$16.4M
5
MIH
Madison Investment Holdings
Wisconsin
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
251
Tocqueville Asset Management
New York
$969K +$969K +12,435 New
EWA
252
Exencial Wealth Advisors
Oklahoma
$942K +$392 +5 +0%
TCM
253
Tuttle Capital Management
Connecticut
$922K +$304K +3,883 +49%
M&T Bank
254
M&T Bank
New York
$902K +$592K +7,596 +191%
SAA
255
Southeast Asset Advisors
Georgia
$900K +$20.7K +265 +2%
BWM
256
Baystate Wealth Management
Massachusetts
$882K -$34.4K -441 -4%
DDC
257
DF Dent & Co
Maryland
$879K – – –
ST
258
Sageworth Trust
Pennsylvania
$875K -$47.8K -613 -5%
TCT
259
TIAA CREF Trust
Missouri
$873K -$4.29K -55 -0.5%
BWP
260
Baldwin Wealth Partners
Massachusetts
$862K +$4.68K +60 +0.5%
MIM
261
Midwest Investment Management
Ohio
$856K -$122K -1,570 -13%
SWM
262
Segment Wealth Management
Texas
$854K +$23.4K +300 +3%
CG
263
Colony Group
Massachusetts
$851K +$64.3K +825 +8%
SFM
264
Signature Financial Management
Virginia
$843K +$1.17K +15 +0.1%
DC
265
Davenport & Co
Virginia
$836K +$62K +795 +8%
TD Asset Management
266
TD Asset Management
Ontario, Canada
$833K +$115K +1,469 +16%
WHI
267
William Harris Investors
Illinois
$828K +$44.1K +565 +6%
Barclays
268
Barclays
United Kingdom
$826K -$70.5K -917 -8%
MLL
269
Moody Lynn & Lieberson
Massachusetts
$816K -$3.12K -40 -0.4%
PFM
270
PacWest Financial Management
Arizona
$789K +$73.2K +940 +10%
AHS
271
Aspiriant Holdings S3
California
$775K +$312 +4 +0%
SGAM
272
Steinberg Global Asset Management
Florida
$775K +$26.5K +340 +4%
DHFB
273
Dixon Hubard Feinour & Brown
Virginia
$759K +$15K +192 +2%
WJA
274
Williams Jones & Associates
New York
$754K -$660K -8,475 -47%
LCS
275
Levin Capital Strategies
New York
$741K – – –
9 10
11
12 13