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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

414 hedge funds and large institutions have $6.8B invested in Vanguard Dividend Appreciation ETF in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 183 increasing their positions, 96 reducing their positions, and 17 closing their positions.

Holders
414
Holders Change
+66
Holders Change %
+18.97%
% of All Funds
12.02%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
2.18%
New
88
Increased
183
Reduced
96
Closed
17
Calls
$4.48M
Puts
$1.62M
Net Calls
+$2.87M
Net Calls Change
+$583K

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$137M
2
Bank of America
2
Bank of America
North Carolina
$999M
3
U
3
UBS
Switzerland
$241M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$401M
5
WIM
5
Windhaven Investment Management
Massachusetts
$1.37B

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$17.4M
2
Ohio Public Employees Retirement System (OPERS)
2
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.4M
3
BC
3
Brinker Capital
Pennsylvania
$10.6M
4
WBG
4
Wharton Business Group
Pennsylvania
$1.76M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EGA
51
E&G Advisors
Texas
$18.1M 239,996 +239,996 New
BMM
52
Berkshire Money Management
Massachusetts
$17.4M 231,077 -339,617 -60%
IFA
53
Interactive Financial Advisors
Illinois
$16.2M 215,154 +917 +0.4%
FDCC
54
Foster Dykema Cabot & Co
Massachusetts
$16.2M 215,086 +20,110 +10%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$16.1M 214,391 +3,247 +2%
KFS
56
KMS Financial Services
Washington
$15.6M 206,815 +10,454 +5%
CCM
57
Coldstream Capital Management
Washington
$15.4M 205,167 -17,114 -8%
NFG
58
Nadler Financial Group
Illinois
$14.9M 198,298 +8,704 +5%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$14.9M 197,888 +32,548 +20%
LNC
60
Lincoln National Corp
Pennsylvania
$14.8M 196,321 +196,321 New
BOH
61
Bank of Hawaii
Hawaii
$14.8M 196,055 -29,226 -13%
WP
62
WMS Partners
Maryland
$13.9M 184,754 -2,556 -1%
AAS
63
Annex Advisory Services
Wisconsin
$13.7M 182,224 +3,028 +2%
MCM
64
Moore Capital Management
New York
$13.5M 179,841 +179,841 New
DMS
65
Discretionary Management Services
Kansas
$13.5M 179,523 -6,356 -3%
USAA
66
United Services Automobile Association
Texas
$12.8M 170,269 -17 -0%
BFG
67
Beacon Financial Group
Texas
$12.8M 184,541 +121,054 +191%
TCM
68
TD Capital Management
Tennessee
$12.5M 166,491 +1,278 +0.8%
OC
69
Oppenheimer & Co
New York
$12.3M 163,717 -494 -0.3%
RPGK
70
Retirement Planning Group (Kansas)
Kansas
$12M 159,140 -12,364 -7%
RJA
71
Raymond James & Associates
Florida
$11.9M 158,415 +15,152 +11%
FMII
72
Farmers & Merchants Investments Inc
Nebraska
$11.8M 157,188 +8,362 +6%
SAMT
73
Select Asset Management & Trust
Pennsylvania
$11.7M 155,377 +155,377 New
NEPWA
74
New England Private Wealth Advisors
Massachusetts
$11.5M 152,191 +6,031 +4%
JWM
75
Jacobus Wealth Management
Wisconsin
$11.4M 151,446 -5,875 -4%
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