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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
$1.35B
2
Bank of America
Bank of America
North Carolina
$1.14B
3
W
Wealthfront
California
$91M
4
HP
HT Partners
Connecticut
$29.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$390M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$101M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.16M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.5M
5
MIH
Madison Investment Holdings
Wisconsin
$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
301
Capital Management
Virginia
$570K -$9.9K -127 -2%
BA
302
Boston Advisors
Massachusetts
$567K +$93K +1,194 +20%
RBC
303
Ronald Blue & Co
Georgia
$564K +$299K +3,844 +113%
BB
304
Busey Bank
Illinois
$559K -$289K -3,706 -34%
CFN
305
Cordasco Financial Network
Florida
$550K -$44.2K -567 -7%
MHIC
306
Marble Harbor Investment Counsel
Massachusetts
$533K +$50.7K +650 +11%
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$531K +$84.3K +1,081 +19%
FSC
308
Fiduciary Services Corp
Georgia
$513K +$127K +1,635 +33%
DWT
309
Dorsey & Whitney Trust
South Dakota
$507K – – –
FMBTD
310
First Midwest Bank Trust Division
Illinois
$504K -$393K -5,040 -44%
NL
311
NWAM LLC
Washington
$502K -$6.55K -84 -1%
BFO
312
Boston Family Office
Massachusetts
$502K +$76.2K +979 +18%
PAS
313
Partnervest Advisory Services
California
$491K +$48.7K +625 +11%
CWM
314
Cranbrook Wealth Management
Michigan
$487K +$2.57K +33 +0.5%
PCM
315
Parsons Capital Management
Rhode Island
$481K +$6.22K +80 +1%
TFA
316
Toth Financial Advisory
Virginia
$478K +$148K +1,894 +45%
HC
317
Highmount Capital
New York
$474K – – –
T
318
Thomaspartners
Massachusetts
$469K -$66.6K -855 -12%
FAT
319
First American Trust
California
$468K -$10.2K -131 -2%
AIM
320
Avity Investment Management
Connecticut
$462K +$462K +5,925 New
MFBTD
321
MB Financial Bank - Trust Department
Illinois
$460K +$460K +5,897 New
DBT
322
Dubuque Bank & Trust
Iowa
$459K +$132K +1,698 +40%
FCI
323
Financial Counselors Inc
Kansas
$453K +$31K +397 +7%
KIA
324
KCM Investment Advisors
California
$445K +$96.4K +1,238 +28%
CA
325
Capital Advantage
California
$444K +$444K +5,696 New
11 12
13
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