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Vanguard Dividend Appreciation ETF
VIG

318 hedge funds and large institutions have $5.68B invested in Vanguard Dividend Appreciation ETF in 2013 Q2 according to their latest regulatory filings, with 318 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $3.99M

36.03% more ownership

Funds ownership: 0% → 36.03% (+36%)

Holders
318
Holders Change
+318
Holders Change %
–
% of All Funds
10.38%
Holding in Top 10
58
Holding in Top 10 Change
+58
Holding in Top 10 Change %
% of All Funds
1.89%
New
318
Increased
–
Reduced
–
Closed
–
Calls
$8.38M
Puts
$3.99M
Net Calls
+$4.38M
Net Calls Change
+$4.38M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$39.5M +$40.1M +596,745 New
BP
27
Ballentine Partners
Massachusetts
$38.9M +$39.4M +587,341 New
PCMC
28
Paragon Capital Management (Colorado)
Colorado
$37.5M +$38M +566,465 New
HighTower Advisors
29
HighTower Advisors
Illinois
$37.2M +$37.7M +561,791 New
Ohio Public Employees Retirement System (OPERS)
30
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.4M +$36.9M +550,137 New
JP Morgan Chase
31
JP Morgan Chase
New York
$32.4M +$32.9M +489,787 New
SFSG
32
Stearns Financial Services Group
North Carolina
$29.6M +$30.1M +447,860 New
William Blair & Company
33
William Blair & Company
Illinois
$28.6M +$29M +432,373 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$28.6M +$29M +431,371 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$25.5M +$25.9M +385,398 New
Brown Advisory
36
Brown Advisory
Maryland
$25.3M +$25.6M +381,964 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$25.2M +$25.6M +380,817 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$24.5M +$24.9M +370,383 New
CHFS
39
Cobble Hill Financial Services
New Jersey
$24.4M +$24.7M +367,900 New
PA
40
Planning Alternatives
Michigan
$23.6M +$24M +356,841 New
JIC
41
Joel Isaacson & Co
New York
$22.2M +$22.6M +336,004 New
PMG
42
ProVise Management Group
Florida
$21.8M +$22.1M +329,700 New
AIG
43
American International Group
New York
$19.5M +$19.7M +294,158 New
JC
44
JBF Capital
Colorado
$17.9M +$18.2M +270,756 New
Ameriprise
45
Ameriprise
Minnesota
$17.5M +$17.8M +265,870 New
BO
46
BRR OpCo
Ohio
$16.7M +$17.6M +262,795 New
SIM
47
Sigma Investment Management
Oregon
$16.2M +$16.5M +245,302 New
CAG
48
Crestwood Advisors Group
Massachusetts
$15.3M +$15.5M +231,515 New
NA
49
Nottingham Advisors
New York
$15.1M +$15.3M +228,206 New
CCM
50
Coldstream Capital Management
Washington
$15M +$15.2M +225,866 New
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VIG Hedge Fund Activity: Q2 2013 in Review

318 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2013, worth a combined $5.68B.

Buyers outnumbered sellers: 318 funds opened new VIG positions and 0 closed out — a net gain of 318 holders — while 0 added to existing stakes and 0 trimmed.

  • 318 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $5.68B of Vanguard Dividend Appreciation ETF stock for Q2 2013.
  • 318 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2013 and 0 closed out, a net change of +318 holders.

Based on aggregated 13F filings for Q2 2013.