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Vanguard Dividend Appreciation ETF
VIG

318 hedge funds and large institutions have $5.68B invested in Vanguard Dividend Appreciation ETF in 2013 Q2 according to their latest regulatory filings, with 318 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $3.99M

36.03% more ownership

Funds ownership: 0% → 36.03% (+36%)

Holders
318
Holders Change
+318
Holders Change %
–
% of All Funds
10.38%
Holding in Top 10
58
Holding in Top 10 Change
+58
Holding in Top 10 Change %
% of All Funds
1.89%
New
318
Increased
–
Reduced
–
Closed
–
Calls
$8.38M
Puts
$3.99M
Net Calls
+$4.38M
Net Calls Change
+$4.38M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
176
Baldwin Wealth Partners
Massachusetts
$1.3M +$1.32M +19,700 New
DCM
177
Donaldson Capital Management
Indiana
$1.3M +$1.32M +19,675 New
BAIA
178
Bel Air Investment Advisors
California
$1.28M +$1.3M +19,395 New
HNB
179
Huntington National Bank
Ohio
$1.26M – – –
SSWM
180
Sheets Smith Wealth Management
North Carolina
$1.26M +$1.28M +19,068 New
SCI
181
S&CO Inc
Massachusetts
$1.26M +$1.27M +18,970 New
Fiera Capital (Canada)
182
Fiera Capital (Canada)
Quebec, Canada
$1.23M +$1.24M +18,522 New
Bessemer Group
183
Bessemer Group
New Jersey
$1.22M +$1.23M +18,353 New
SFM
184
Signature Financial Management
Virginia
$1.19M +$1.2M +17,916 New
MIM
185
Midwest Investment Management
Ohio
$1.07M +$1.08M +16,155 New
WJA
186
Williams Jones & Associates
New York
$1.06M +$1.08M +16,050 New
MIM
187
Miller Investment Management
Pennsylvania
$1.05M +$1.07M +15,920 New
CS
188
Comerica Securities
Michigan
$1.04M +$1.06M +15,730 New
CWM
189
Concert Wealth Management
California
$1.02M +$1.04M +15,459 New
NHFG
190
New Harbor Financial Group
Massachusetts
$972K +$986K +14,679 New
MCTIC
191
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$936K +$949K +14,135 New
LBC
192
Lowe Brockenbrough & Co
Virginia
$924K +$937K +13,951 New
WRTC
193
Wind River Trust Company
Wyoming
$911K +$924K +13,764 New
CWA
194
Constellation Wealth Advisors
New York
$900K +$913K +13,600 New
Toronto Dominion Bank
195
Toronto Dominion Bank
Ontario, Canada
$882K +$892K +13,288 New
NL
196
NWAM LLC
Washington
$882K +$894K +13,317 New
JIC
197
Johnson Investment Counsel
Ohio
$861K +$874K +13,013 New
SIC
198
Salem Investment Counselors
North Carolina
$859K +$871K +12,970 New
EWA
199
Exencial Wealth Advisors
Oklahoma
$829K +$795K +11,846 New
SHA
200
Smith Hayes Advisers
Nebraska
$818K +$829K +12,350 New
6 7
8
9 10

VIG Hedge Fund Activity: Q2 2013 in Review

318 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2013, worth a combined $5.68B.

Buyers outnumbered sellers: 318 funds opened new VIG positions and 0 closed out — a net gain of 318 holders — while 0 added to existing stakes and 0 trimmed.

  • 318 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $5.68B of Vanguard Dividend Appreciation ETF stock for Q2 2013.
  • 318 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2013 and 0 closed out, a net change of +318 holders.

Based on aggregated 13F filings for Q2 2013.