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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 %
VIA
376
Vantage Investment Advisors
Pennsylvania
$120K +$120K +1,601 New
BWFA
377
Baltimore-Washington Financial Advisors
Maryland
$107K +$107K +1,426 New
EWM
378
Evercore Wealth Management
New York
$105K +$7.58K +100 +8%
LIA
379
LS Investment Advisors
Michigan
$98K +$98K +1,300 New
WRM
380
Westport Resources Management
Connecticut
$95K -$41.1K -548 -30%
BFEC
381
Benjamin F. Edwards & Company
Missouri
$86K +$5.66K +75 +7%
SGC
382
South Georgia Capital
Illinois
$85K +$85K +1,129 New
RFA
383
Reilly Financial Advisors
California
$75K +$60.5K +800 +419%
TWA
384
TCI Wealth Advisors
Arizona
$73K +$378 +5 +0.5%
TIM
385
Tortoise Investment Management
New York
$70K – – –
BC
386
Bartlett & Co
Ohio
$68K -$31.1K -412 -31%
OIA
387
Optimum Investment Advisors
Illinois
$54K +$14.4K +190 +36%
SSB
388
Sandy Spring Bank
Maryland
$50K +$18.2K +243 +57%
PO
389
Private Ocean
California
$49K +$49K +656 New
LFG
390
LifePlan Financial Group
Ohio
$42K – – –
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$41.4K +$41.4K +550 New
PMFA
392
Plante Moran Financial Advisors
Michigan
$39K +$39K +517 New
S
393
SignatureFD
Georgia
$37K +$9.86K +130 +36%
TWM
394
Torch Wealth Management
Ohio
$34K +$34K +453 New
SFSIG
395
San Francisco Sentry Investment Group
California
$31K – – –
AssetMark Inc
396
AssetMark Inc
California
$31K +$31K +414 New
IAS
397
INR Advisory Services
Pennsylvania
$28K – – –
WA
398
Winfield Associates
Ohio
$24K +$24K +318 New
GI
399
Gradient Investments
Minnesota
$22K -$1.84K -25 -8%
FNBSF
400
First National Bank Sioux Falls
South Dakota
$22K – – –
14 15
16
17 18