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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 %
VCM
476
Vigilant Capital Management
Maine
$84K -$40.4K -500 -32%
VNA
477
Valley National Advisers
Pennsylvania
$83K +$83K +1,100 New
RC
478
RegentAtlantic Capital
New Jersey
$82.4K +$82.4K +1,015 New
TWA
479
TCI Wealth Advisors
Arizona
$80K +$406 +5 +0.5%
BCM
480
Blume Capital Management
California
$74K +$56.6K +694 +326%
BC
481
Bartlett & Co
Ohio
$73K – – –
IF
482
IRON Financial
Illinois
$70.6K -$1.73K -2,127 -2%
FA
483
Financial Advantage
Maryland
$65K – – –
NC
484
NewSquare Capital
Pennsylvania
$58K -$40K -496 -41%
WTB
485
Washington Trust Bank
Washington
$57K -$135K -1,653 -70%
PO
486
Private Ocean
California
$54K +$327 +4 +0.6%
AWM
487
AllSquare Wealth Management
New York
$53K +$53K +657 New
SGC
488
South Georgia Capital
Illinois
$52K – – –
EK
489
Evensky & Katz
Florida
$52K +$160 +2 +0.3%
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$44.6K -$203K -2,500 -82%
PIM
491
Parasol Investment Management
Illinois
$41K +$41K +502 New
ANBT
492
American National Bank & Trust
Texas
$40K +$8K +100 +25%
TDC
493
Thompson Davis & Co
Virginia
$36K +$36K +448 New
CMO
494
Covenant Multifamily Offices
Texas
$34K +$242 +3 +0.7%
AssetMark Inc
495
AssetMark Inc
California
$34K +$25.8K +317 +317%
MCM
496
MV Capital Management
Maryland
$33K +$33K +405 New
HDIM
497
Hanson & Doremus Investment Management
Vermont
$31K +$31K +382 New
IAS
498
INR Advisory Services
Pennsylvania
$30K – – –
GAM
499
Gemmer Asset Management
California
$30K – – –
BRWM
500
B. Riley Wealth Management
Tennessee
$29K +$159 +2 +0.6%
18 19
20
21 22