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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 %
ICOA
151
Investment Centers of America
North Dakota
$3.89M -$4.45M -56,937 -53%
SI
152
Stephens Inc
Arkansas
$3.8M +$320K +4,110 +9%
PFA
153
Paradigm Financial Advisors
Missouri
$3.78M +$264K +3,384 +7%
M
154
MOTCO
Texas
$3.71M -$376K -4,819 -9%
NFG
155
NewFocus Financial Group
Washington
$3.62M +$361K +4,628 +11%
RCAG
156
Rehmann Capital Advisory Group
Michigan
$3.61M +$70.8K +908 +2%
BFS
157
Bradley Foster & Sargent
Connecticut
$3.59M – – –
ACP
158
Ashfield Capital Partners
California
$3.58M +$143K +1,834 +4%
AI
159
Atria Investments
North Carolina
$3.58M -$35.8K -459 -1%
US Bancorp
160
US Bancorp
Minnesota
$3.52M -$224K -2,871 -6%
ECAM
161
East Coast Asset Management
Massachusetts
$3.43M +$126K +1,611 +4%
SAMT
162
Select Asset Management & Trust
Pennsylvania
$3.35M -$1.77M -22,678 -35%
BPC
163
Banque Pictet & Cie
Switzerland
$3.34M – – –
Millennium Management
164
Millennium Management
New York
$3.29M +$3.29M +42,144 New
WA
165
WealthTrust-Arizona
Arizona
$3.28M +$1.35M +17,317 +70%
HFS
166
HL Financial Services
Kentucky
$3.19M -$21.2K -272 -0.7%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$3.19M -$933K -11,971 -23%
PI
168
Placemark Investments
Illinois
$3.15M +$169K +2,166 +6%
DADC
169
D.A. Davidson & Co
Montana
$3.13M -$134K -1,715 -4%
FAAS
170
First Allied Advisory Services
California
$3.12M -$1.2M -15,394 -28%
SC
171
SouthState Corp
Florida
$3.09M -$88.2K -1,131 -3%
SFS
172
Strategic Financial Services
New York
$3.05M +$596K +7,645 +24%
JWBC
173
J.W. Burns & Co
New York
$3.01M -$7.8K -100 -0.3%
SAM
174
Shamrock Asset Management
Texas
$2.96M +$125K +1,606 +4%
RCM
175
Rotella Capital Management
Washington
$2.92M -$1.23M -15,800 -30%
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