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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 %
VAM
326
Verity Asset Management
North Carolina
$441K -$37.8K -485 -8%
WRTC
327
Wind River Trust Company
Wyoming
$435K – – –
BBHC
328
Brown Brothers Harriman & Co
New York
$431K +$19.2K +246 +5%
VA
329
Valmark Advisers
Ohio
$418K +$12.3K +158 +3%
GHA
330
GW Henssler & Associates
Georgia
$417K +$137K +1,753 +49%
BCM
331
Brookstone Capital Management
Illinois
$404K +$33.2K +426 +9%
EWM
332
Edge Wealth Management
New York
$404K +$234K +3,000 +137%
CCM
333
Coe Capital Management
Illinois
$401K -$64.4K -825 -14%
GJIC
334
Gamble Jones Investment Counsel
California
$398K +$1.17K +15 +0.3%
GLRA
335
Gerald L. Ray & Associates
Texas
$390K +$156 +2 +0%
BRWA
336
B. Riley Wealth Advisors
Florida
$386K +$206K +5,979 +114%
CRC
337
Curi RMB Capital
Illinois
$381K -$55.7K -714 -13%
NSIM
338
North Star Investment Management
Illinois
$380K – – –
SGCA
339
Steel Grove Capital Advisors
Tennessee
$377K – – –
BAM
340
Barrett Asset Management
New York
$374K – – –
CAM
341
Carret Asset Management
New York
$373K – – –
MHIM
342
MacNealy Hoover Investment Management
Ohio
$373K +$21K +270 +6%
ONB
343
Old National Bancorp
Indiana
$369K +$51K +654 +16%
WC
344
Whitnell & Co
Illinois
$367K – – –
WKWM
345
Walter & Keenan Wealth Management
Indiana
$363K – – –
GF
346
Gerstein Fisher
New York
$353K +$20.2K +259 +6%
BAAM
347
Baker Avenue Asset Management
California
$353K +$353K +4,530 New
CCT
348
Capital City Trust
Florida
$345K – – –
PWM
349
ParenteBeard Wealth Management
Pennsylvania
$342K +$29.5K +379 +9%
MAS
350
Madden Advisory Services
Florida
$333K -$34.3K -440 -9%
12 13
14
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