VIG icon

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 %
RMAM
276
Raab & Moskowitz Asset Management
New Jersey
$561K +$561K +7,453 New
CFN
277
Cordasco Financial Network
Florida
$549K +$549K +7,300 New
LRPA
278
L. Roy Papp & Associates
Arizona
$534K +$57.9K +770 +12%
MHIC
279
Marble Harbor Investment Counsel
Massachusetts
$531K +$232K +3,085 +78%
GA
280
Geneva Advisors
Illinois
$528K +$40.5K +538 +8%
HC
281
Highmount Capital
New York
$515K +$515K +6,850 New
EWM
282
Evermay Wealth Management
Virginia
$512K +$512K +6,805 New
MNA
283
Manning & Napier Advisors
New York
$505K -$458K – –
ACI
284
Alpha Cubed Investments
California
$503K +$503K +6,683 New
DSC
285
Duncker Streett & Co
Missouri
$501K +$74.3K +988 +17%
BFO
286
Boston Family Office
Massachusetts
$499K -$50.8K -675 -9%
CM
287
Capital Management
Virginia
$499K +$121K +1,608 +32%
CBU
288
CIBC Bank USA
Illinois
$496K – – –
FAT
289
First American Trust
California
$487K – – –
VAM
290
Verity Asset Management
North Carolina
$479K +$479K +6,370 New
T
291
Thomaspartners
Massachusetts
$465K -$27.4K -365 -6%
ONB
292
Old National Bancorp
Indiana
$457K – – –
SWM
293
SVA Wealth Management
Wisconsin
$433K +$433K +5,749 New
LNWWM
294
Laird Norton Wetherby Wealth Management
California
$430K +$1.43K +19 +0.3%
RFC
295
Regions Financial Corp
Alabama
$419K +$168K +2,234 +67%
BHB
296
Bank Hapoalim BM
Israel
$415K +$415K +5,521 New
MAA
297
Mraz Amerine & Associates
California
$410K – – –
FCI
298
Financial Counselors Inc
Kansas
$401K -$49.3K -655 -11%
GJIC
299
Gamble Jones Investment Counsel
California
$400K +$1.2K +16 +0.3%
AWP
300
Ascent Wealth Partners
New York
$390K +$390K +5,180 New
10 11
12
13 14