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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 %
LWCFA
376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$237K -$63.3K -810 -21%
RWM
377
Rench Wealth Management
Texas
$235K +$235K +3,013 New
MCM
378
Murphy Capital Management
New Jersey
$231K +$7.79K +100 +3%
SA
379
SRH Advisors
Kansas
$228K +$38.1K +490 +20%
GP
380
Girard Partners
Pennsylvania
$227K -$18K -231 -7%
DY
381
Dowling & Yahnke
California
$226K -$105K -1,343 -32%
AWA
382
ARS Wealth Advisors
Florida
$224K +$224K +2,878 New
CIBC World Market
383
CIBC World Market
Ontario, Canada
$221K +$221K +2,835 New
ICM
384
IMS Capital Management
Oregon
$217K – – –
BWM
385
Braver Wealth Management
Massachusetts
$215K +$215K +2,762 New
UR
386
USCA RIA
Texas
$214K +$214K +2,750 New
DI
387
Dalton Investments
Nevada
$212K +$1.09K +14 +0.5%
PWLP
388
Prio Wealth Limited Partnership
Massachusetts
$212K +$212K +2,720 New
BPB
389
Badgley, Phelps & Bell
Washington
$211K -$4.91M -63,060 -96%
RMCM
390
Reynders McVeigh Capital Management
Massachusetts
$211K -$46.6K -597 -18%
FAG
391
Financial Advisory Group
Texas
$210K – – –
ZF
392
Zhang Financial
Michigan
$210K +$210K +2,695 New
WTB
393
Washington Trust Bank
Washington
$209K +$18.3K +235 +10%
HBT
394
Hills Bank & Trust
Iowa
$206K +$206K +2,645 New
FFBTD
395
First Financial Bank - Trust Division
Ohio
$205K -$478K -6,150 -70%
KT
396
Kanaly Trust
Texas
$199K – – –
CC
397
Columbia Capital
California
$197K +$1.02K +13 +0.5%
PSUF
398
People's United Financial
Connecticut
$181K – – –
ST
399
Smithfield Trust
Pennsylvania
$163K – – –
RIA
400
Regal Investment Advisors
Michigan
$161K +$156 +2 +0.1%
14 15
16
17 18