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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

524 hedge funds and large institutions have $6.95B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 155 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+62
Holders Change %
+13.42%
% of All Funds
13.98%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.27%
New
89
Increased
215
Reduced
155
Closed
22
Calls
$3.68M
Puts
$4.69M
Net Calls
-$1.01M
Net Calls Change
-$4.33M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$177M
2
Morgan Stanley
2
Morgan Stanley
New York
$491M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$118M
4
SF
4
Synovus Financial
Georgia
$47.7M
5
GIM
5
Guild Investment Management
California
$13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$613M
2
WIM
2
Windhaven Investment Management
Massachusetts
$1.2B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$313M
4
CAN
4
Cetera Advisor Networks
California
$13.5M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
401
Barclays
United Kingdom
$315K -$599K -7,381 -66%
SAM
402
Smithbridge Asset Management
Pennsylvania
$308K +$8.11K +100 +3%
CT
403
Cambridge Trust
Massachusetts
$305K +$305K +3,757 New
AUB
404
Atlantic Union Bankshares
Virginia
$301K -$16.2K -200 -5%
CBU
405
CIBC Bank USA
Illinois
$299K -$11K -135 -4%
BBPWM
406
Blue Bell Private Wealth Management
Pennsylvania
$299K -$4.05K -50 -1%
CDH
407
Charles D. Hyman
$284K +$1.63K +20 +0.6%
VIA
408
Vantage Investment Advisors
Pennsylvania
$284K +$110K +1,355 +63%
LA
409
Lau Associates
Delaware
$283K +$487 +6 +0.2%
MFBTD
410
MB Financial Bank - Trust Department
Illinois
$282K -$478K -5,897 -63%
SCG
411
Sonata Capital Group
Washington
$280K +$280K +3,450 New
EWM
412
Edge Wealth Management
New York
$277K -$122K -1,500 -31%
MCM
413
Murphy Capital Management
New Jersey
$276K +$8.11K +100 +3%
PSUF
414
People's United Financial
Connecticut
$271K +$47.9K +590 +21%
BSW
415
Buckingham Strategic Wealth
Missouri
$266K +$266K +3,281 New
KC
416
Kingfisher Capital
North Carolina
$260K -$32.5K -400 -11%
TNBTD
417
Trustmark National Bank Trust Department
Mississippi
$260K – – –
AIM
418
Aspen Investment Management
Michigan
$260K – – –
CIBC World Market
419
CIBC World Market
Ontario, Canada
$260K +$260K +3,207 New
GAM
420
Gould Asset Management
California
$259K +$259K +3,189 New
PFS
421
Prospera Financial Services
Texas
$258K +$81 +1 +0%
JPTCCM
422
J.P. Turner & Co Capital Management
Georgia
$258K +$258K +3,193 New
GP
423
Girard Partners
Pennsylvania
$257K +$7.23K +89 +3%
RIA
424
Regal Investment Advisors
Michigan
$254K -$46.3K -571 -15%
BWFM
425
Bridgewater Wealth & Financial Management
Maryland
$253K +$253K +3,118 New
15 16
17
18 19