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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

414 hedge funds and large institutions have $6.8B invested in Vanguard Dividend Appreciation ETF in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 183 increasing their positions, 96 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+66
Holders Change %
+18.97%
% of All Funds
12.02%
Holding in Top 10
75
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.19%
% of All Funds
2.18%
New
88
Increased
183
Reduced
96
Closed
17
Calls
$4.48M
Puts
$1.62M
Net Calls
+$2.87M
Net Calls Change
+$583K

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$137M
2
Bank of America
Bank of America
North Carolina
$999M
3
U
UBS
Switzerland
$241M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$401M
5
WIM
Windhaven Investment Management
Massachusetts
$1.37B

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
$17.4M
2
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.4M
3
BC
Brinker Capital
Pennsylvania
$10.6M
4
WBG
Wharton Business Group
Pennsylvania
$1.76M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCTIC
201
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.73M -$1.22M – –
CWM
202
Concert Wealth Management
California
$1.68M +$313K +4,139 +23%
SSI
203
Scott & Selber Inc
Texas
$1.63M +$75 +1 +0%
RJT
204
Raymond James Trust
Florida
$1.62M +$25.3K +336 +2%
KeyBank National Association
205
KeyBank National Association
Ohio
$1.52M -$92.9K -1,235 -6%
SPL
206
Smart Portfolios LLC
Washington
$1.51M +$2.48K +33 +0.2%
SB
207
Suntrust Banks
Georgia
$1.51M – – –
Bessemer Group
208
Bessemer Group
New Jersey
$1.46M – – –
SSWM
209
Sheets Smith Wealth Management
North Carolina
$1.44M +$226 +3 +0%
HNB
210
Huntington National Bank
Ohio
$1.43M -$1.4M – –
SCI
211
S&CO Inc
Massachusetts
$1.43M – – –
MA
212
MUFG Americas
New York
$1.41M -$111K -1,480 -7%
Chevy Chase Trust
213
Chevy Chase Trust
Maryland
$1.4M +$38.8K +515 +3%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$1.39M -$1.43M -18,996 -51%
CS
215
Comerica Securities
Michigan
$1.35M -$105K -1,392 -7%
SI
216
SII Investments
Wisconsin
$1.35M +$68K +901 +5%
LWM
217
LBA Wealth Management
Florida
$1.35M +$1.35M +17,878 New
RCM
218
Rotella Capital Management
Washington
$1.29M -$1M -13,300 -44%
FWP
219
FAS Wealth Partners
Kansas
$1.24M +$1.24M +16,524 New
PCA
220
Peddock Capital Advisors
Massachusetts
$1.24M +$1.24M +16,440 New
MIM
221
Miller Investment Management
Pennsylvania
$1.2M – – –
MIM
222
Midwest Investment Management
Ohio
$1.18M -$12K -160 -1%
CWA
223
Convergent Wealth Advisors
Maryland
$1.13M +$142K +1,892 +14%
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
$1.08M – – –
CNB
225
City National Bank
California
$1.08M +$665K +8,839 +160%
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