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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
1
Windhaven Investment Management
Massachusetts
$1.35B
2
Bank of America
2
Bank of America
North Carolina
$1.14B
3
W
3
Wealthfront
California
$91M
4
HP
4
HT Partners
Connecticut
$29.4M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$19.5M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$390M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$101M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.16M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$13.5M
5
MIH
5
Madison Investment Holdings
Wisconsin
$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$40.6M -$6.2M -79,572 -13%
Brown Advisory
27
Brown Advisory
Maryland
$40.3M +$611K +7,834 +2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$40.2M -$889K -11,409 -2%
PCMC
29
Paragon Capital Management (Colorado)
Colorado
$40M +$253K +3,242 +0.6%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$39.9M -$648K -8,318 -2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$39.6M +$632K +8,109 +2%
CAN
32
Cetera Advisor Networks
California
$38.7M -$3.86M -49,484 -9%
William Blair & Company
33
William Blair & Company
Illinois
$37.2M +$6.02M +77,167 +19%
JIC
34
Joel Isaacson & Co
New York
$31.7M +$586K +7,523 +2%
BP
35
Ballentine Partners
Massachusetts
$31M -$6.01M -77,064 -16%
SFSG
36
Stearns Financial Services Group
North Carolina
$30.9M -$222K -2,844 -0.7%
PA
37
Planning Alternatives
Michigan
$30.1M +$1.15M +14,714 +4%
HP
38
HT Partners
Connecticut
$29.4M +$16.7M +212,763 +132%
CHFS
39
Cobble Hill Financial Services
New Jersey
$28.8M -$3.31M -42,500 -10%
BTS
40
BB&T Securities
Virginia
$26.2M +$237K +304 +0.9%
PMG
41
ProVise Management Group
Florida
$26M +$265K +3,400 +1%
CAG
42
Crestwood Advisors Group
Massachusetts
$23.8M +$510K +6,545 +2%
SIM
43
Sigma Investment Management
Oregon
$23.7M +$219K +2,812 +0.9%
EGA
44
E&G Advisors
Texas
$22.8M +$2.04M +26,221 +10%
JC
45
JBF Capital
Colorado
$21.9M – – –
JFA
46
JNBA Financial Advisors
Minnesota
$21.5M -$80.8K -1,037 -0.4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$21.2M +$517K +6,633 +3%
BO
48
BRR OpCo
Ohio
$20.7M +$391K +5,015 +2%
Ameriprise
49
Ameriprise
Minnesota
$20.6M -$1.65M -21,068 -7%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$19.5M +$10.6M +136,506 +121%
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