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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

449 hedge funds and large institutions have $7.35B invested in Vanguard Dividend Appreciation ETF in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 205 increasing their positions, 129 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+27
Holders Change %
+6.4%
% of All Funds
12.91%
Holding in Top 10
72
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.37%
% of All Funds
2.07%
New
51
Increased
205
Reduced
129
Closed
22
Calls
$4.43M
Puts
$2.17M
Net Calls
+$2.26M
Net Calls Change
-$507K

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
$1.35B
2
Bank of America
Bank of America
North Carolina
$1.14B
3
W
Wealthfront
California
$91M
4
HP
HT Partners
Connecticut
$29.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$19.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$390M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$101M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.16M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.5M
5
MIH
Madison Investment Holdings
Wisconsin
$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFCSB
126
Cape Cod Five Cents Savings Bank
Massachusetts
$5.54M +$215K +2,764 +4%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$5.46M – – –
CFS
128
Community Financial System
New York
$5.36M -$3.78M -48,550 -41%
LIM
129
Leavell Investment Management
Alabama
$5.35M -$436K -5,591 -8%
HSA
130
HBK Sorce Advisory
Pennsylvania
$5.2M +$171K +2,215 +3%
CFA
131
Cahill Financial Advisors
Minnesota
$5.19M -$63.6K -816 -1%
BAC
132
Boys Arnold & Co
North Carolina
$5.14M +$285K +3,650 +6%
PP
133
Palladium Partners
Virginia
$5.13M -$3.51K -45 -0.1%
AT
134
Arden Trust
Delaware
$5.04M -$548K -7,034 -10%
DP
135
Dearborn Partners
Illinois
$4.89M +$128K +1,640 +3%
PAG
136
Private Advisor Group
New Jersey
$4.78M +$483K +6,201 +11%
MC
137
Moors & Cabot
Massachusetts
$4.68M +$4.22M +54,025 +914%
S
138
SignatureFD
Georgia
$4.58M +$704K +9,029 +18%
Mariner
139
Mariner
Kansas
$4.47M -$1.29M -16,504 -22%
FHC
140
First Heartland Consultants
Missouri
$4.41M +$51.6K +662 +1%
Deutsche Bank
141
Deutsche Bank
Germany
$4.4M +$2.23M +28,662 +103%
DG
142
Davidson & Garrard
Virginia
$4.37M -$29.2K -375 -0.7%
OC
143
Oppenheimer & Co
New York
$4.34M -$191K -2,452 -4%
JMFC
144
J.M. Forbes & Co
Massachusetts
$4.33M +$332K +4,258 +8%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$4.16M -$17.1M -219,042 -80%
WTC
146
WhitTier Trust Company
Nevada
$4M -$105K -1,353 -3%
BF
147
BOK Financial
Oklahoma
$3.97M +$3.02M +38,703 +317%
Two Sigma Investments
148
Two Sigma Investments
New York
$3.96M +$3.96M +50,835 New
CA
149
Cetera Advisors
Colorado
$3.96M -$2.13M -27,253 -35%
Creative Planning
150
Creative Planning
Kansas
$3.95M +$170K +2,187 +5%
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