VIG icon

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 Market Value Shares Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$19.8M 256,865 +220,957 +615%
MAA
52
Managed Account Advisors
New Jersey
$19.2M 249,060 +111,330 +81%
AIG
53
American International Group
New York
$19.1M 248,384 +4,680 +2%
FDCC
54
Foster Dykema Cabot & Co
Massachusetts
$18.6M 241,226 +760 +0.3%
LNC
55
Lincoln National Corp
Pennsylvania
$18.3M 237,898 +5,546 +2%
TCM
56
TD Capital Management
Tennessee
$18.2M 236,188 +69,362 +42%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$18M 234,272 – –
KFS
58
KMS Financial Services
Washington
$16.3M 212,458 +330 +0.2%
IFA
59
Interactive Financial Advisors
Illinois
$16.3M 212,145 -5,808 -3%
USAA
60
United Services Automobile Association
Texas
$15.7M 203,759 – –
Two Sigma Investments
61
Two Sigma Investments
New York
$14.6M 189,843 +139,008 +273%
CCM
62
Coldstream Capital Management
Washington
$14.5M 187,794 -520 -0.3%
WP
63
WMS Partners
Maryland
$13.9M 180,319 +3,371 +2%
HCM
64
HM Capital Management
Missouri
$13.6M 176,986 +4,628 +3%
RJA
65
Raymond James & Associates
Florida
$13.5M 174,844 +4,817 +3%
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$13.4M 174,321 +785 +0.5%
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$13.3M 172,651 – –
Jane Street
68
Jane Street
New York
$12.9M 167,984 +167,984 New
FMII
69
Farmers & Merchants Investments Inc
Nebraska
$12.9M 167,211 -432 -0.3%
IAA
70
Ironsides Asset Advisors
North Carolina
$12.2M 158,984 +8,180 +5%
BOH
71
Bank of Hawaii
Hawaii
$12.1M 156,597 +4,080 +3%
JWM
72
Jacobus Wealth Management
Wisconsin
$11.4M 148,549 -1,980 -1%
UCFA
73
United Capital Financial Advisors
Texas
$11.4M 148,006 -14,397 -9%
NEPWA
74
New England Private Wealth Advisors
Massachusetts
$11.3M 146,873 -3,930 -3%
BPBT
75
Boston Private Bank & Trust
Massachusetts
$10.9M 142,176 -1,040 -0.7%
1 2
3
4 5