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 %
BFG
326
Bouchey Financial Group
New York
$312K +$312K +4,215 New
FLPIM
327
F.L. Putnam Investment Management
Massachusetts
$310K +$310K +4,121 New
KIA
328
KCM Investment Advisors
California
$307K +$150 +2 +0%
SWM
329
Segment Wealth Management
Texas
$300K +$300K +3,983 New
BBHC
330
Brown Brothers Harriman & Co
New York
$297K – – –
SFG
331
SNS Financial Group
Minnesota
$297K +$65.4K +869 +28%
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$289K – – –
CIC
333
Carnegie Investment Counsel
Ohio
$288K -$41.7K -554 -13%
TFA
334
Toth Financial Advisory
Virginia
$287K +$451 +6 +0.2%
BA
335
Boston Advisors
Massachusetts
$285K +$26.3K +350 +10%
CB
336
Commerce Bank
Missouri
$280K -$5.19K -69 -2%
PWM
337
ParenteBeard Wealth Management
Pennsylvania
$272K +$26.2K +348 +11%
WF
338
Welch & Forbes
Massachusetts
$271K – – –
PCA
339
Personal Capital Advisors
California
$268K +$268K +3,560 New
BBPWM
340
Blue Bell Private Wealth Management
Pennsylvania
$266K -$37.6K -500 -12%
VC
341
Vicus Capital
Pennsylvania
$265K +$265K +3,518 New
SAM
342
Smithbridge Asset Management
Pennsylvania
$263K -$22.5K -300 -8%
LA
343
Lau Associates
Delaware
$261K +$452 +6 +0.2%
HCM
344
Hengehold Capital Management
Ohio
$260K -$1.88K -25 -0.7%
PFS
345
Prospera Financial Services
Texas
$256K +$22.7K +302 +10%
RMCM
346
Reynders McVeigh Capital Management
Massachusetts
$249K – – –
BAS
347
Brown Advisory Securities
Maryland
$244K +$244K +3,236 New
GHA
348
GW Henssler & Associates
Georgia
$243K +$243K +3,224 New
AIM
349
Aspen Investment Management
Michigan
$241K +$22.6K +300 +10%
FAM
350
Foothills Asset Management
Arizona
$237K +$237K +3,145 New
12 13
14
15 16