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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 %
Janus Henderson Group
201
Janus Henderson Group
United Kingdom
$2.03M -$466K -5,978 -19%
EP
202
Edgestream Partners
New Jersey
$2.02M +$2.02M +25,853 New
RIL
203
Rothschild Investment LLC
Illinois
$1.99M +$24.1K +309 +1%
MHS
204
M Holdings Securities
Oregon
$1.98M +$1.39M +17,798 +235%
FWM
205
Focused Wealth Management
New York
$1.96M +$60.5K +776 +3%
ABC
206
Associated Banc-Corp
Wisconsin
$1.92M -$156 -2 -0%
MCTIC
207
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.78M -$1.73M – –
Bessemer Group
208
Bessemer Group
New Jersey
$1.73M +$171K +2,195 +11%
SSI
209
Scott & Selber Inc
Texas
$1.7M +$7.33K +94 +0.4%
PA
210
Pinnacle Associates
New York
$1.67M -$121K -1,555 -7%
RJT
211
Raymond James Trust
Florida
$1.66M -$19.5K -250 -1%
HCM
212
Hollencrest Capital Management
California
$1.63M +$1.63M +20,914 New
SB
213
Suntrust Banks
Georgia
$1.56M -$73.2K -940 -4%
HNB
214
Huntington National Bank
Ohio
$1.56M -$1.44M – –
WS
215
Wedbush Securities
California
$1.55M +$42K +539 +3%
SCI
216
S&CO Inc
Massachusetts
$1.53M – – –
MA
217
MUFG Americas
New York
$1.53M -$33.9K -435 -2%
CWM
218
Concert Wealth Management
California
$1.52M +$40K +533 +3%
GIM
219
Goelzer Investment Management
Indiana
$1.51M +$1.51M +19,407 New
Chevy Chase Trust
220
Chevy Chase Trust
Maryland
$1.51M -$18.9K -242 -1%
SSWM
221
Sheets Smith Wealth Management
North Carolina
$1.48M -$8.34K -107 -0.6%
FWP
222
FAS Wealth Partners
Kansas
$1.45M +$624 +8 +0%
NA
223
Nottingham Advisors
New York
$1.44M -$418K -5,369 -23%
LWM
224
LBA Wealth Management
Florida
$1.44M +$105K +1,350 +8%
PCA
225
Peddock Capital Advisors
Massachusetts
$1.43M +$50.2K +644 +4%
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