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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

462 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+13
Holders Change %
+2.9%
% of All Funds
13.41%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.03%
New
39
Increased
187
Reduced
156
Closed
23
Calls
$5.58M
Puts
$2.26M
Net Calls
+$3.32M
Net Calls Change
+$1.06M

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$115M
2
M&T Bank
M&T Bank
New York
$38M
3
W
Wealthfront
California
$108M
4
CS
Credit Suisse
Switzerland
$25.5M
5
SF
Synovus Financial
Georgia
$19.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.05B
2
WIM
Windhaven Investment Management
Massachusetts
$1.29B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$350M
4
WCWM
Wooster Corthell Wealth Management
Connecticut
$0
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
251
TD Asset Management
Ontario, Canada
$999K +$177K +2,299 +22%
SIC
252
Salem Investment Counselors
North Carolina
$998K – – –
KeyBank National Association
253
KeyBank National Association
Ohio
$983K -$31.5K -410 -3%
Schroder Investment Management Group
254
Schroder Investment Management Group
United Kingdom
$971K -$135K -1,750 -12%
SHA
255
Smith Hayes Advisers
Nebraska
$946K -$78.3K -1,017 -8%
EWA
256
Exencial Wealth Advisors
Oklahoma
$925K – – –
VKH
257
Virtu KCG Holdings
New York
$919K +$919K +11,945 New
TCM
258
Tuttle Capital Management
Connecticut
$916K +$10.8K +141 +1%
MIM
259
Miller Investment Management
Pennsylvania
$904K -$100K -1,300 -10%
CA
260
Capital Advantage
California
$903K +$465K +6,041 +106%
DDC
261
DF Dent & Co
Maryland
$902K +$34.6K +450 +4%
SAA
262
Southeast Asset Advisors
Georgia
$889K – – –
AAM
263
Aureus Asset Management
Massachusetts
$883K +$197K +2,564 +29%
ST
264
Sageworth Trust
Pennsylvania
$864K – – –
Barclays
265
Barclays
United Kingdom
$859K +$39.5K +518 +5%
VC
266
Vicus Capital
Pennsylvania
$856K +$164K +2,135 +24%
BWP
267
Baldwin Wealth Partners
Massachusetts
$847K -$4.47K -58 -0.5%
BWM
268
Baystate Wealth Management
Massachusetts
$844K -$26.7K -347 -3%
SWM
269
Segment Wealth Management
Texas
$843K – – –
CG
270
Colony Group
Massachusetts
$837K -$2.69K -35 -0.3%
DC
271
Davenport & Co
Virginia
$837K +$11.5K +150 +1%
SFM
272
Signature Financial Management
Virginia
$833K +$1.08K +14 +0.1%
WHI
273
William Harris Investors
Illinois
$817K – – –
BB
274
Busey Bank
Illinois
$783K +$231K +3,000 +42%
SGAM
275
Steinberg Global Asset Management
Florida
$773K +$7.7K +100 +1%
9 10
11
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