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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 %
AAC
401
Asset Advisors Corp
Georgia
$20K – – –
EK
402
Evensky & Katz
Florida
$20K +$72 +1 +0.4%
PFO
403
Pathstone Family Office
New Jersey
$18K +$18K +237 New
QAM
404
QCI Asset Management
New York
$17K – – –
QCMC
405
Quantum Capital Management (California)
California
$13K +$13K +170 New
PCTC
406
Perkins Coie Trust Company
Washington
$13K +$13K +171 New
PFSC
407
Peoples Financial Services Corp
Pennsylvania
$13K +$13K +175 New
FNBT
408
FineMark National Bank & Trust
Florida
$12K -$223K -2,950 -95%
FWC
409
First Washington Corp
Washington
$11K – – –
BAM
410
Brave Asset Management
New Jersey
$11K +$11K +140 New
MWP
411
MYCIO Wealth Partners
Pennsylvania
$9K – – –
LFR
412
Lehman Financial Resources
Pennsylvania
$8K – – –
SIA
413
SeaBridge Investment Advisors
New Jersey
$5K – – –
Canada Life
414
Canada Life
Manitoba, Canada
$3K – – –
FMP
415
Financial Management Professionals
Texas
$3K – – –
PFM
416
PacWest Financial Management
Arizona
$699 – – –
NDSI
417
Newman Dignan & Sheerar Inc
Rhode Island
$220 +$220 +2,922 New
Two Sigma Investments
418
Two Sigma Investments
New York
– -$6.23M -89,508 Closed
TH
419
Timber Hill
Connecticut
– -$1.67M -24,011 Closed
Comerica Bank
420
Comerica Bank
Texas
– -$1.63M -23,392 Closed
VKH
421
Virtu KCG Holdings
New York
– -$524K -7,523 Closed
TAM
422
Tocqueville Asset Management
New York
– -$512K -7,350 Closed
Nomura Holdings
423
Nomura Holdings
Japan
– -$237K -3,400 Closed
GLA
424
Great Lakes Advisors
Illinois
– -$220K -3,156 Closed
Macquarie Group
425
Macquarie Group
Australia
– -$210K -3,013 Closed
14 15 16
17
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