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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.

New
Increased
Maintained
Reduced
Closed
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
J.P. Morgan Private Wealth Advisors
California
$115M
2
M&T Bank
M&T Bank
New York
$38M
3
W
Wealthfront
California
$108M
4
CS
Credit Suisse
Switzerland
$25.5M
5
SF
Synovus Financial
Georgia
$19.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.05B
2
WIM
Windhaven Investment Management
Massachusetts
$1.29B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$350M
4
WCWM
Wooster Corthell Wealth Management
Connecticut
$0
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
176
J.W. Burns & Co
New York
$2.83M -$138K -1,795 -5%
WA
177
WealthTrust-Arizona
Arizona
$2.82M -$417K -5,415 -13%
NSLI
178
Nan Shan Life Insurance
Taiwan
$2.81M +$2.81M +36,500 New
SC
179
SouthState Corp
Florida
$2.79M -$259K -3,369 -9%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$2.76M +$30.3K +394 +1%
CTC
181
Central Trust Company
Missouri
$2.75M +$19.2K +250 +0.7%
Charles Schwab
182
Charles Schwab
California
$2.69M – – –
CCG
183
Chatham Capital Group
Georgia
$2.65M +$2.65M +34,408 New
RNS
184
Robert N. Shapiro
$2.63M +$4K +52 +0.2%
OPCM
185
Osborne Partners Capital Management
California
$2.6M +$56.2K +730 +2%
HTC
186
Haverford Trust Company
Pennsylvania
$2.57M +$111K +1,441 +5%
EVM
187
Eaton Vance Management
Massachusetts
$2.43M +$191K +2,484 +9%
GI
188
Glovista Investments
New Jersey
$2.41M -$115K -1,500 -5%
EHPM
189
Emery Howard Portfolio Management
California
$2.38M -$87.3K -1,135 -4%
IH
190
IFC Holdings
Florida
$2.35M -$269K -3,487 -10%
Mirae Asset Global Investments
191
Mirae Asset Global Investments
South Korea
$2.31M -$3.08M -40,000 -57%
CDIA
192
Capital Directions Investment Advisors
Georgia
$2.17M +$68.2K +853 +3%
KCPG
193
Kavar Capital Partners Group
Kansas
$2.07M -$19.3K -251 -0.9%
RFS
194
Rockefeller Financial Services
New York
$2.05M +$2.05M +26,698 New
WBG
195
Wharton Business Group
Pennsylvania
$2.04M +$10K +130 +0.5%
RIL
196
Rothschild Investment LLC
Illinois
$2.02M +$55K +714 +3%
Janus Henderson Group
197
Janus Henderson Group
United Kingdom
$2.01M – – –
SCA
198
Strategic Capital Alternatives
United States
$1.99M +$1.99M +25,817 New
FWM
199
Focused Wealth Management
New York
$1.93M -$11.6K -151 -0.6%
ECM
200
ETrade Capital Management
Virginia
$1.92M +$872K +11,330 +83%
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