VIG icon

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 %
CP
351
Camelot Portfolios
Ohio
$328K +$30.4K +391 +10%
SWM
352
SVA Wealth Management
Wisconsin
$327K -$6.09K -78 -2%
CIC
353
Carnegie Investment Counsel
Ohio
$326K +$20.1K +258 +7%
VF
354
Virtu Financial
New York
$326K +$326K +4,183 New
HCM
355
Hengehold Capital Management
Ohio
$325K +$325K +4,165 New
BAS
356
Brown Advisory Securities
Maryland
$321K +$234 +3 +0.1%
BFG
357
Bouchey Financial Group
New York
$321K +$63.2K +810 +25%
RGC
358
Roberts, Glore & Co
Illinois
$319K +$42.1K +540 +15%
BHB
359
Bank Hapoalim BM
Israel
$317K -$57.6K -738 -15%
EMA
360
Efficient Market Advisors
California
$316K +$78 +1 +0%
BBPWM
361
Blue Bell Private Wealth Management
Pennsylvania
$307K +$31.2K +400 +11%
AUB
362
Atlantic Union Bankshares
Virginia
$305K +$305K +3,909 New
CBU
363
CIBC Bank USA
Illinois
$297K -$114K -1,472 -28%
SAM
364
Smithbridge Asset Management
Pennsylvania
$288K – – –
CB
365
Commerce Bank
Missouri
$283K +$8.96K +115 +3%
PCA
366
Personal Capital Advisors
California
$277K -$18.5K -237 -6%
LA
367
Lau Associates
Delaware
$271K +$390 +5 +0.1%
CDH
368
Charles D. Hyman
$269K +$269K +3,457 New
IAM
369
Integre Asset Management
New York
$268K +$268K +3,436 New
WEC
370
Winslow Evans & Crocker
Massachusetts
$266K +$50.7K +650 +24%
FLPIM
371
F.L. Putnam Investment Management
Massachusetts
$265K -$37.1K -475 -12%
TNBTD
372
Trustmark National Bank Trust Department
Mississippi
$249K – – –
AIM
373
Aspen Investment Management
Michigan
$249K – – –
PFS
374
Prospera Financial Services
Texas
$247K +$5.22K +67 +2%
TIM
375
Tortoise Investment Management
New York
$241K – – –
13 14
15
16 17