VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

348 hedge funds and large institutions have $4.57B invested in Vanguard Dividend Appreciation ETF in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 90 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+30
Holders Change %
+9.43%
% of All Funds
11.29%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
2.08%
New
46
Increased
167
Reduced
90
Closed
16
Calls
$5.01M
Puts
$2.73M
Net Calls
+$2.28M
Net Calls Change
-$2.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$875M
2
U
UBS
Switzerland
$186M
3
BC
Brinker Capital
Pennsylvania
$20.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$347M
5
FDCC
Foster Dykema Cabot & Co
Massachusetts
$13.6M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$46.1M
2
USAA
United Services Automobile Association
Texas
$11.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Goldman Sachs
Goldman Sachs
New York
$45.6M
5
DT
Diversified Trust
Tennessee
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
201
Williams Jones & Associates
New York
$1.2M +$85.3K +1,225 +8%
SI
202
SII Investments
Wisconsin
$1.18M -$495K -7,111 -30%
NHFG
203
New Harbor Financial Group
Massachusetts
$1.11M +$91.8K +1,318 +9%
MIM
204
Miller Investment Management
Pennsylvania
$1.11M – – –
MIM
205
Midwest Investment Management
Ohio
$1.1M -$22.6K -325 -2%
SNC
206
Stifel Nicolaus & Co
Missouri
$1.05M +$258K +3,708 +33%
SFM
207
Signature Financial Management
Virginia
$1.05M -$202K -2,895 -16%
Schroder Investment Management Group
208
Schroder Investment Management Group
United Kingdom
$1M +$1M +14,370 New
WRTC
209
Wind River Trust Company
Wyoming
$958K – – –
JIC
210
Johnson Investment Counsel
Ohio
$928K +$23K +330 +3%
Toronto Dominion Bank
211
Toronto Dominion Bank
Ontario, Canada
$923K – – –
CWA
212
Convergent Wealth Advisors
Maryland
$916K +$916K +13,159 New
VFS
213
VSR Financial Services
Kansas
$914K -$643K -9,240 -41%
SIC
214
Salem Investment Counselors
North Carolina
$903K – – –
FCT
215
Family Capital Trust
Massachusetts
$893K +$435K +6,250 +95%
LBC
216
Lowe Brockenbrough & Co
Virginia
$872K -$99.6K -1,430 -10%
EWA
217
Exencial Wealth Advisors
Oklahoma
$863K +$73 +1 +0%
SHA
218
Smith Hayes Advisers
Nebraska
$854K -$5.22K -75 -0.6%
WHI
219
William Harris Investors
Illinois
$832K – – –
BWM
220
Baystate Wealth Management
Massachusetts
$818K +$12.3K +177 +2%
SAA
221
Southeast Asset Advisors
Georgia
$798K +$55.5K +798 +7%
WS
222
Wedbush Securities
California
$798K +$356K +5,119 +81%
BWP
223
Baldwin Wealth Partners
Massachusetts
$766K -$606K -8,700 -44%
TCT
224
TIAA CREF Trust
Missouri
$762K +$762K +10,944 New
MLL
225
Moody Lynn & Lieberson
Massachusetts
$761K -$10.4K -150 -1%
7 8
9
10 11