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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 %
WKWM
351
Walter & Keenan Wealth Management
Indiana
$359K – – –
LC
352
Lubar & Co
Wisconsin
$357K -$6.38M -207,007 -95%
PJSIMP
353
P.J. Schmidt Investment Management (PJS)
Wisconsin
$343K +$343K +4,462 New
CP
354
Camelot Portfolios
Ohio
$342K +$17.8K +231 +5%
GF
355
Gerstein Fisher
New York
$330K -$19.1K -248 -5%
DBT
356
Dubuque Bank & Trust
Iowa
$323K -$131K -1,698 -29%
BAS
357
Brown Advisory Securities
Maryland
$318K +$308 +4 +0.1%
RGC
358
Roberts, Glore & Co
Illinois
$315K – – –
CCT
359
Capital City Trust
Florida
$314K -$27K -350 -8%
BHB
360
Bank Hapoalim BM
Israel
$313K – – –
EMA
361
Efficient Market Advisors
California
$312K +$154 +2 +0%
MAS
362
Madden Advisory Services
Florida
$308K -$20.4K -265 -6%
FTIOP
363
Fiduciary Trust International of Pennsylvania
Pennsylvania
$307K +$307K +3,985 New
AUB
364
Atlantic Union Bankshares
Virginia
$301K – – –
TCOO
365
Trust Company of Oklahoma
Oklahoma
$299K +$299K +3,891 New
CBU
366
CIBC Bank USA
Illinois
$294K – – –
BBPWM
367
Blue Bell Private Wealth Management
Pennsylvania
$288K -$15.4K -200 -5%
SAM
368
Smithbridge Asset Management
Pennsylvania
$285K – – –
RIA
369
Regal Investment Advisors
Michigan
$285K +$126K +1,634 +79%
CB
370
Commerce Bank
Missouri
$278K -$1.15K -15 -0.4%
KC
371
Kingfisher Capital
North Carolina
$277K +$277K +3,600 New
IAM
372
Integre Asset Management
New York
$276K +$11.5K +150 +4%
PCA
373
Personal Capital Advisors
California
$275K +$1.85K +24 +0.7%
LA
374
Lau Associates
Delaware
$268K +$462 +6 +0.2%
CDH
375
Charles D. Hyman
$267K +$1.31K +17 +0.5%
13 14
15
16 17