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Vanguard Dividend Appreciation ETF

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.

New
Increased
Maintained
Reduced
Closed

418% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 17

177% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.62M

91% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 96

49% more capital invested

Capital invested by funds: $4.57B → $6.8B (+$2.23B)

19% more funds holding

Funds holding: 348414 (+66)

17% more funds holding in top 10

Funds holding in top 10: 6475 (+11)

1.24% more ownership

Funds ownership: 34.74%35.98% (+1.2%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
76
Woodmont Investment Counsel
Tennessee
$11.4M -$33.9K -466 -0.3%
MWM
77
Modera Wealth Management
New Jersey
$10.9M -$462K -6,349 -4%
BC
78
Brinker Capital
Pennsylvania
$10.6M -$10.8M -149,024 -51%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$10.4M +$515K +7,077 +5%
BPBT
80
Boston Private Bank & Trust
Massachusetts
$10.4M -$21.5K -295 -0.2%
HPC
81
HM Payson & Co
Maine
$9.56M -$97.5K -1,340 -1%
WCWM
82
Wooster Corthell Wealth Management
Connecticut
$9.36M -$3.35M -45,987 -27%
HPBT
83
High Point Bank & Trust
North Carolina
$9.2M +$2.03M +27,961 +30%
BTS
84
BB&T Securities
Virginia
$9.08M +$28.4K +391 +3%
CFS
85
Community Financial System
New York
$8.96M +$12.7K +175 +0.1%
FBT
86
Founders Bank & Trust
Michigan
$8.73M +$227K +3,120 +3%
MFS
87
MSI Financial Services
Massachusetts
$8.68M +$1.01M +13,834 +14%
EIM
88
Emerson Investment Management
Massachusetts
$8.63M -$116K -1,597 -1%
WT
89
Whittier Trust
California
$8.56M +$227K +3,124 +3%
Citigroup
90
Citigroup
New York
$8.33M +$1.21M +16,563 +18%
TFO
91
Tarbox Family Office
California
$8.2M +$7.93M +109,023 New
NAM
92
North American Management
Massachusetts
$8.14M -$364K -5,009 -4%
HMC
93
Harvard Management Company
Massachusetts
$8.06M +$72K +990 +0.9%
MA
94
Montag & Associates
Georgia
$8.05M +$3.64K +50 +0%
AA
95
Ancora Advisors
Ohio
$8.01M +$73 +1 +0%
AMG
96
Asset Management Group
Connecticut
$7.73M +$164K +2,256 +2%
HP
97
HT Partners
Connecticut
$7.58M +$62.2K +855 +0.9%
LA
98
Leonetti & Associates
Illinois
$7.51M -$79.1K -1,087 -1%
AC
99
Alexandria Capital
Virginia
$7.51M -$1.28M -17,541 -15%
CCM
100
Condor Capital Management
New Jersey
$7.11M +$890K +12,230 +15%

VIG Hedge Fund Activity: Q4 2013 in Review

414 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2013, worth a combined $6.8B — up 49% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VIG positions and 17 closed out — a net gain of 71 holders — while 183 added to existing stakes and 96 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $84.3M. The largest seller was Berkshire Money Management, cutting an estimated $24.7M.

  • 414 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2013, up from 348 in Q3 2013.
  • Funds reported $6.8B of Vanguard Dividend Appreciation ETF stock for Q4 2013, up 49% quarter-over-quarter.
  • 88 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2013 and 17 closed out, a net change of +71 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $84.3M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2013 was Berkshire Money Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2013.