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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 %
BRWA
301
B. Riley Wealth Advisors
Florida
$388K -$43.8K -582 -10%
PCM
302
Parsons Capital Management
Rhode Island
$387K – – –
CCM
303
Coe Capital Management
Illinois
$385K +$385K +5,115 New
HT
304
Hefren-Tillotson
Pennsylvania
$380K +$380K +5,054 New
GLRA
305
Gerald L. Ray & Associates
Texas
$377K +$151 +2 +0%
PVH
306
Psagot Value Holdings
Israel
$376K +$376K +5,000 New
NSIM
307
North Star Investment Management
Illinois
$367K – – –
VA
308
Valmark Advisers
Ohio
$364K -$84.2K -1,118 -19%
TSWM
309
Triangle Securities Wealth Management
North Carolina
$364K – – –
BAM
310
Barrett Asset Management
New York
$361K +$7.52K +100 +2%
PAS
311
Partnervest Advisory Services
California
$357K +$26.9K +357 +8%
CAM
312
Carret Asset Management
New York
$355K – – –
WC
313
Whitnell & Co
Illinois
$355K – – –
NL
314
NWAM LLC
Washington
$351K -$37.9K -504 -10%
BCM
315
Brookstone Capital Management
Illinois
$350K +$350K +4,653 New
SFG
316
Sage Financial Group
Pennsylvania
$345K +$345K +4,590 New
EMA
317
Efficient Market Advisors
California
$344K -$2.13M -28,257 -86%
MHIM
318
MacNealy Hoover Investment Management
Ohio
$340K +$340K +4,520 New
BCM
319
Beck Capital Management
Texas
$336K +$336K +4,700 New
MAS
320
Madden Advisory Services
Florida
$334K -$32.9K -438 -9%
FSC
321
Fiduciary Services Corp
Georgia
$333K +$11.4K +152 +4%
CCT
322
Capital City Trust
Florida
$333K +$33.8K +450 +11%
NHFG
323
New Harbor Financial Group
Massachusetts
$317K -$886K -11,781 -74%
DBT
324
Dubuque Bank & Trust
Iowa
$316K – – –
BB
325
Busey Bank
Illinois
$314K – – –
11 12
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