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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 %
MWM
76
Modera Wealth Management
New Jersey
$10.1M -$37.2K -484 -0.4%
NFG
77
Nadler Financial Group
Illinois
$10.1M -$4.93M -64,015 -33%
MFS
78
MSI Financial Services
Massachusetts
$10M -$970K -12,608 -9%
HPC
79
HM Payson & Co
Maine
$9.59M -$1.07M -13,846 -10%
NAM
80
North American Management
Massachusetts
$9.45M -$671K -8,717 -7%
FBT
81
Founders Bank & Trust
Michigan
$9.24M -$229K -2,979 -2%
WT
82
Whittier Trust
California
$8.96M +$379K +4,927 +4%
AAS
83
Annex Advisory Services
Wisconsin
$8.84M -$6.37M -82,773 -42%
N
84
Natixis
France
$8.71M +$1.31M +17,000 +18%
PA
85
Paracle Advisors
Washington
$8.66M +$8.66M +112,542 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$8.62M -$2.86M -37,227 -25%
CCM
87
Condor Capital Management
New Jersey
$8.47M +$362K +4,707 +4%
Citigroup
88
Citigroup
New York
$8.4M -$109K -1,419 -1%
EIM
89
Emerson Investment Management
Massachusetts
$8.22M -$151K -1,956 -2%
AA
90
Ancora Advisors
Ohio
$8.22M – – –
AMG
91
Asset Management Group
Connecticut
$7.87M -$142K -1,851 -2%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$7.84M -$11.4M -147,659 -59%
DMC
93
Drexel Morgan & Co
Pennsylvania
$7.81M -$24.5K -319 -0.3%
CCM
94
Covington Capital Management
California
$7.8M +$394K +5,115 +5%
MA
95
Montag & Associates
Georgia
$7.67M -$221K -2,867 -3%
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$7.6M +$1.64M +21,254 +27%
CAL
97
Capital Advisors Ltd
Ohio
$7.59M -$11.3K -147 -0.1%
WIC
98
Woodmont Investment Counsel
Tennessee
$7.55M -$152K -1,976 -2%
TFO
99
Tarbox Family Office
California
$7.54M -$65.9K -856 -0.9%
LNB
100
Ledyard National Bank
$7.39M +$313K +4,074 +4%
2 3
4
5 6