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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 %
SIC
276
Salem Investment Counselors
North Carolina
$1.05M – – –
SHA
277
Smith Hayes Advisers
Nebraska
$1.05M +$50.7K +625 +5%
KA
278
Klingman & Associates
New York
$1.05M +$1.05M +12,890 New
NSIM
279
North Star Investment Management
Illinois
$1.03M +$635K +7,820 +160%
Schroder Investment Management Group
280
Schroder Investment Management Group
United Kingdom
$1.02M – – –
KeyBank National Association
281
KeyBank National Association
Ohio
$1.02M -$13.6K -168 -1%
CONA
282
Capital One National Association
New York
$1.02M +$294K +3,625 +41%
DC
283
Davenport & Co
Virginia
$1.01M +$130K +1,601 +15%
Citadel Advisors
284
Citadel Advisors
Florida
$1.01M -$3.53M -43,553 -78%
EWA
285
Exencial Wealth Advisors
Oklahoma
$970K – – –
DDC
286
DF Dent & Co
Maryland
$968K +$16.2K +200 +2%
SAA
287
Southeast Asset Advisors
Georgia
$960K +$22.7K +280 +2%
SWM
288
Segment Wealth Management
Texas
$960K +$70.3K +866 +8%
BAS
289
Brown Advisory Securities
Maryland
$960K +$625K +7,694 +186%
MIM
290
Miller Investment Management
Pennsylvania
$954K – – –
P
291
Palladiem
Pennsylvania
$945K +$945K +11,646 New
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$936K +$936K +11,533 New
VC
293
Vicus Capital
Pennsylvania
$933K +$30.8K +380 +3%
GWCM
294
Godshalk Welsh Capital Management
Pennsylvania
$922K +$922K +11,356 New
BWP
295
Baldwin Wealth Partners
Massachusetts
$893K – – –
ST
296
Sageworth Trust
Pennsylvania
$869K -$42.5K -523 -5%
WHI
297
William Harris Investors
Illinois
$861K – – –
BWM
298
Baystate Wealth Management
Massachusetts
$849K -$40.8K -503 -5%
ACI
299
Alpha Cubed Investments
California
$834K +$24.5K +302 +3%
TAM
300
Tocqueville Asset Management
New York
$831K +$831K +10,235 New
10 11
12
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