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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 %
OIA
426
Optimum Investment Advisors
Illinois
$94K – – –
NC
427
NewSquare Capital
Pennsylvania
$93K +$93K +1,215 New
AP
428
Atwood & Palmer
Missouri
$91K +$76.5K +1,000 +529%
BFEC
429
Benjamin F. Edwards & Company
Missouri
$88K – – –
FHA
430
First Horizon Advisors
Tennessee
$81K – – –
FMT
431
First Mercantile Trust
Tennessee
$78K +$78K +1,020 New
MCM
432
McKinley Capital Management
Alaska
$78K +$78K +1,020 New
TWA
433
TCI Wealth Advisors
Arizona
$75K +$382 +5 +0.5%
BC
434
Bartlett & Co
Ohio
$69K – – –
FA
435
Financial Advantage
Maryland
$62K – – –
PO
436
Private Ocean
California
$50K – – –
EK
437
Evensky & Katz
Florida
$50K +$15.7K +203 +46%
SGC
438
South Georgia Capital
Illinois
$49K -$308 -4 -0.6%
MSFP
439
Mark Sheptoff Financial Planning
Connecticut
$38K +$38K +500 New
SFSIG
440
San Francisco Sentry Investment Group
California
$32K – – –
CMO
441
Covenant Multifamily Offices
Texas
$32K +$153 +2 +0.5%
LFR
442
Lehman Financial Resources
Pennsylvania
$31K +$23.3K +300 +300%
ANBT
443
American National Bank & Trust
Texas
$31K +$31K +400 New
IAS
444
INR Advisory Services
Pennsylvania
$29K – – –
GAM
445
Gemmer Asset Management
California
$28K -$7.63K -100 -21%
BRWM
446
B. Riley Wealth Management
Tennessee
$27K +$75 +1 +0.3%
WA
447
Winfield Associates
Ohio
$24K – – –
CHC
448
City Holding Co
West Virginia
$22K – – –
FNBSF
449
First National Bank Sioux Falls
South Dakota
$22K – – –
AAC
450
Asset Advisors Corp
Georgia
$21K – – –
16 17
18
19 20