VIG icon

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 %
LBC
276
Lowe Brockenbrough & Co
Virginia
$734K – – –
RFC
277
Regions Financial Corp
Alabama
$724K +$320K +4,100 +79%
HCMT
278
Highland Capital Management (Tennessee)
Tennessee
$722K +$722K +9,265 New
DLCIG
279
D.L. Carlson Investment Group
New Hampshire
$719K +$21K +270 +3%
MAA
280
Mraz Amerine & Associates
California
$713K – – –
EC
281
Estate Counselors
Wisconsin
$712K – – –
VC
282
Vicus Capital
Pennsylvania
$700K +$348K +4,470 +99%
AAM
283
Aureus Asset Management
Massachusetts
$695K -$38.8K -498 -5%
ACI
284
Alpha Cubed Investments
California
$687K +$151K +1,943 +28%
PVH
285
Psagot Value Holdings
Israel
$679K +$289K +3,715 +74%
RMAM
286
Raab & Moskowitz Asset Management
New Jersey
$662K -$32.7K -420 -5%
MBT
287
Montecito Bank & Trust
California
$662K -$2.49K -32 -0.4%
AWP
288
Ascent Wealth Partners
New York
$638K -$58.1K -745 -8%
MNA
289
Manning & Napier Advisors
New York
$633K -$666K – –
QCMC
290
Quantum Capital Management (California)
California
$626K +$626K +8,009 New
LRPA
291
L. Roy Papp & Associates
Arizona
$624K +$127K +1,623 +25%
SEIA
292
Signature Estate & Investment Advisors
California
$611K +$156K +2,004 +34%
RBCM
293
Raub Brock Capital Management
California
$610K -$168K -2,152 -22%
IIC
294
Ironwood Investment Counsel
Arizona
$594K – – –
BCM
295
Beck Capital Management
Texas
$593K +$23.4K +300 +4%
HT
296
Hefren-Tillotson
Pennsylvania
$585K +$239K +3,067 +69%
GA
297
Geneva Advisors
Illinois
$584K +$86.9K +1,116 +17%
FIM
298
Frontier Investment Management
Texas
$580K -$2.08M -26,742 -78%
DSC
299
Duncker Streett & Co
Missouri
$574K +$112K +1,431 +24%
SNT
300
Security National Trust
West Virginia
$572K -$196K -2,510 -25%
10 11
12
13 14