VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

462 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+13
Holders Change %
+2.9%
% of All Funds
13.41%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.03%
New
39
Increased
187
Reduced
156
Closed
23
Calls
$5.58M
Puts
$2.26M
Net Calls
+$3.32M
Net Calls Change
+$1.06M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$115M
2
M&T Bank
2
M&T Bank
New York
$38M
3
W
3
Wealthfront
California
$108M
4
CS
4
Credit Suisse
Switzerland
$25.5M
5
SF
5
Synovus Financial
Georgia
$19.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.05B
2
WIM
2
Windhaven Investment Management
Massachusetts
$1.29B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$350M
4
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
326
KCM Investment Advisors
California
$448K +$8.31K +108 +2%
HC
327
Highmount Capital
New York
$447K -$19.6K -255 -4%
GHA
328
GW Henssler & Associates
Georgia
$444K +$32.9K +427 +8%
WRTC
329
Wind River Trust Company
Wyoming
$433K +$4K +52 +0.9%
BBHC
330
Brown Brothers Harriman & Co
New York
$426K – – –
VA
331
Valmark Advisers
Ohio
$412K – – –
GLRA
332
Gerald L. Ray & Associates
Texas
$411K +$25.5K +331 +7%
CCM
333
Coe Capital Management
Illinois
$397K +$1.54K +20 +0.4%
FCI
334
Financial Counselors Inc
Kansas
$390K -$57.1K -742 -13%
HCM
335
Hengehold Capital Management
Ohio
$387K +$66.2K +860 +21%
CWA
336
Convergent Wealth Advisors
Maryland
$381K -$763K -9,911 -67%
PFP
337
Pinnacle Financial Partners
Tennessee
$378K +$378K +4,914 New
EWM
338
Edge Wealth Management
New York
$377K -$22.3K -290 -6%
MBT
339
Montecito Bank & Trust
California
$376K -$277K -3,601 -42%
NSIM
340
North Star Investment Management
Illinois
$376K – – –
CRC
341
Curi RMB Capital
Illinois
$376K – – –
BAM
342
Barrett Asset Management
New York
$371K +$1.92K +25 +0.5%
PWM
343
ParenteBeard Wealth Management
Pennsylvania
$370K +$31.6K +410 +9%
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$370K +$108K +1,409 +41%
MHIM
345
MacNealy Hoover Investment Management
Ohio
$369K – – –
CAM
346
Carret Asset Management
New York
$368K – – –
VAM
347
Verity Asset Management
North Carolina
$366K -$69.6K -904 -16%
ONB
348
Old National Bancorp
Indiana
$364K – – –
SWP
349
Stratos Wealth Partners
Ohio
$363K +$363K +4,715 New
BAAM
350
Baker Avenue Asset Management
California
$362K +$13.8K +180 +4%
12 13
14
15 16