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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.

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 %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$40.4M +$1.08M +14,029 +3%
Brown Advisory
27
Brown Advisory
Maryland
$39.6M -$105K -1,365 -0.3%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$39.6M -$506K -6,572 -1%
PCMC
29
Paragon Capital Management (Colorado)
Colorado
$38.9M -$580K -7,536 -1%
M&T Bank
30
M&T Bank
New York
$38M +$37.1M +482,070 +4,163%
William Blair & Company
31
William Blair & Company
Illinois
$37.3M +$631K +8,197 +2%
CAN
32
Cetera Advisor Networks
California
$36.4M -$1.82M -23,634 -5%
JIC
33
Joel Isaacson & Co
New York
$32.6M +$1.32M +17,091 +4%
SFSG
34
Stearns Financial Services Group
North Carolina
$30.9M +$350K +4,542 +1%
PA
35
Planning Alternatives
Michigan
$29.8M +$124K +1,613 +0.4%
BP
36
Ballentine Partners
Massachusetts
$29M -$1.55M -20,142 -5%
PMG
37
ProVise Management Group
Florida
$25.9M +$260K +3,373 +1%
CS
38
Credit Suisse
Switzerland
$25.5M +$19.4M +252,575 +323%
CHFS
39
Cobble Hill Financial Services
New Jersey
$25.4M -$3M -39,000 -11%
BTS
40
BB&T Securities
Virginia
$25.3M -$565K -734 -2%
HP
41
HT Partners
Connecticut
$24.7M -$3.83M -50,342 -13%
SIM
42
Sigma Investment Management
Oregon
$23.3M -$129K -1,680 -0.6%
CAG
43
Crestwood Advisors Group
Massachusetts
$22.9M -$573K -7,448 -2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$22.6M +$1.73M +22,506 +8%
Ameriprise
45
Ameriprise
Minnesota
$22.5M +$2.4M +31,176 +12%
EGA
46
E&G Advisors
Texas
$22.3M -$238K -3,090 -1%
JC
47
JBF Capital
Colorado
$21.6M – – –
JFA
48
JNBA Financial Advisors
Minnesota
$21.3M +$94.2K +1,224 +0.4%
BMM
49
Berkshire Money Management
Massachusetts
$21.3M +$5.58M +72,465 +35%
BO
50
BRR OpCo
Ohio
$20.7M +$217K +2,823 +1%
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