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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

524 hedge funds and large institutions have $6.95B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 155 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+62
Holders Change %
+13.42%
% of All Funds
13.98%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.27%
New
89
Increased
215
Reduced
155
Closed
22
Calls
$3.68M
Puts
$4.69M
Net Calls
-$1.01M
Net Calls Change
-$4.33M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$177M
2
Morgan Stanley
2
Morgan Stanley
New York
$491M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$118M
4
SF
4
Synovus Financial
Georgia
$47.7M
5
GIM
5
Guild Investment Management
California
$13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$613M
2
WIM
2
Windhaven Investment Management
Massachusetts
$1.2B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$313M
4
CAN
4
Cetera Advisor Networks
California
$13.5M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
251
Psagot Value Holdings
Israel
$1.33M – – –
V
252
Veritable
Delaware
$1.31M -$225K -2,776 -15%
CWM
253
Concert Wealth Management
California
$1.3M -$579K -7,160 -31%
CB
254
Community Bank
New York
$1.3M +$1.3M +16,022 New
VFS
255
VSR Financial Services
Kansas
$1.29M -$48.4K -596 -4%
JIC
256
JRM Investment Counsel
Nebraska
$1.28M +$1.28M +15,785 New
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$1.26M +$181K +2,230 +17%
TCOV
258
Trust Company of Vermont
Vermont
$1.26M +$42.6K +525 +4%
SPL
259
Smart Portfolios LLC
Washington
$1.25M +$44.5K +547 +4%
Chevy Chase Trust
260
Chevy Chase Trust
Maryland
$1.23M +$2.84K +35 +0.2%
MIAN
261
Mariner Independent Advisor Network
Kansas
$1.23M -$84.3K -1,039 -6%
EFS
262
Essex Financial Services
Connecticut
$1.23M – – –
YP
263
Yellowstone Partners
Idaho
$1.22M +$121K +1,487 +11%
CA
264
Capital Advantage
California
$1.21M +$261K +3,211 +27%
WA
265
WFG Advisors
Texas
$1.17M -$180K -2,223 -13%
FCT
266
Family Capital Trust
Massachusetts
$1.16M -$68.9K -849 -6%
MAA
267
Mraz Amerine & Associates
California
$1.15M +$406K +5,000 +55%
BAM
268
Berkshire Asset Management
Pennsylvania
$1.14M +$573K +7,062 +101%
JIC
269
Johnson Investment Counsel
Ohio
$1.12M +$36.6K +451 +3%
PA
270
Parkside Advisors
California
$1.12M – – –
FIM
271
Frontier Investment Management
Texas
$1.12M +$512K +6,600 +84%
AAM
272
Aureus Asset Management
Massachusetts
$1.11M +$178K +2,190 +19%
PJSIMP
273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.11M +$743K +9,150 +205%
CG
274
Colony Group
Massachusetts
$1.08M +$198K +2,435 +22%
CPA
275
Capital Planning Advisors
California
$1.06M +$1.06M +13,037 New
9 10
11
12 13