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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 %
RGC
351
Roberts, Glore & Co
Illinois
$233K +$233K +3,100 New
BP
352
Banyan Partners
Florida
$225K -$81.2K -1,080 -27%
RBC
353
Ronald Blue & Co
Georgia
$219K +$219K +2,917 New
BWM
354
Braver Wealth Management
Massachusetts
$215K +$215K +2,855 New
MCM
355
Murphy Capital Management
New Jersey
$215K +$215K +2,867 New
NIM
356
Northeast Investment Management
Massachusetts
$213K -$18.1K -241 -8%
AWA
357
AmeriServ Wealth Advisors
Pennsylvania
$213K +$213K +2,830 New
ICM
358
IMS Capital Management
Oregon
$210K +$210K +2,790 New
WA
359
Waverly Advisors
Alabama
$208K -$74.1K -985 -26%
KCM
360
Kornitzer Capital Management
Kansas
$208K +$208K +2,770 New
WEC
361
Winslow Evans & Crocker
Massachusetts
$204K +$204K +2,715 New
DI
362
Dalton Investments
Nevada
$203K +$203K +2,696 New
FAG
363
Financial Advisory Group
Texas
$203K +$203K +2,700 New
AWM
364
Altavista Wealth Management
North Carolina
$202K +$202K +2,680 New
Manulife (Manufacturers Life Insurance)
365
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$199K +$4.59K +61,027 +2%
KT
366
Kanaly Trust
Texas
$192K +$192K +2,549 New
EU
367
Emory University
Georgia
$191K +$191K +2,546 New
CC
368
Columbia Capital
California
$188K +$978 +13 +0.5%
TRCT
369
Tower Research Capital (TRC)
New York
$164K -$2.58M -34,269 -94%
EWM
370
Edge Wealth Management
New York
$164K – – –
ASN
371
Advisory Services Network
Georgia
$163K +$163K +2,169 New
SA
372
SRH Advisors
Kansas
$159K +$159K +2,110 New
ST
373
Smithfield Trust
Pennsylvania
$157K – – –
RIA
374
Regal Investment Advisors
Michigan
$156K +$151 +2 +0.1%
PSUF
375
People's United Financial
Connecticut
$149K – – –
13 14
15
16 17