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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

524 hedge funds and large institutions have $6.95B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 155 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+62
Holders Change %
+13.42%
% of All Funds
13.98%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.27%
New
89
Increased
215
Reduced
155
Closed
22
Calls
$3.68M
Puts
$4.69M
Net Calls
-$1.01M
Net Calls Change
-$4.33M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$177M
2
Morgan Stanley
2
Morgan Stanley
New York
$491M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$118M
4
SF
4
Synovus Financial
Georgia
$47.7M
5
GIM
5
Guild Investment Management
California
$13M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$613M
2
WIM
2
Windhaven Investment Management
Massachusetts
$1.2B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$313M
4
CAN
4
Cetera Advisor Networks
California
$13.5M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
201
Argentus Capital Management
Texas
$2.52M +$2.52M +31,011 New
SPC
202
Sigma Planning Corp
Michigan
$2.51M +$2.51M +30,982 New
SAMT
203
Select Asset Management & Trust
Pennsylvania
$2.49M -$868K -10,700 -26%
WBG
204
Wharton Business Group
Pennsylvania
$2.4M +$253K +3,120 +12%
WA
205
WealthTrust-Arizona
Arizona
$2.4M -$582K -7,169 -20%
KCPG
206
Kavar Capital Partners Group
Kansas
$2.34M +$150K +1,851 +7%
WC
207
Whitnell & Co
Illinois
$2.27M +$840K +10,345 +59%
ECM
208
ETrade Capital Management
Virginia
$2.25M +$224K +2,761 +11%
MI
209
Mercer Investments
Massachusetts
$2.23M +$2.23M +27,942 New
AAS
210
Annex Advisory Services
Wisconsin
$2.22M -$7.1M -87,504 -76%
CDIA
211
Capital Directions Investment Advisors
Georgia
$2.21M +$11.7K +144 +0.5%
SCA
212
Strategic Capital Alternatives
United States
$2.17M +$72.6K +894 +3%
RFS
213
Rockefeller Financial Services
New York
$2.17M – – –
RIL
214
Rothschild Investment LLC
Illinois
$2.13M -$1.46K -18 -0.1%
SSI
215
Scott & Selber Inc
Texas
$2.05M +$316K +3,896 +18%
GI
216
Glovista Investments
New Jersey
$2.03M -$515K -6,350 -20%
SI
217
SII Investments
Wisconsin
$2.02M +$114K +1,400 +6%
CNB
218
City National Bank
California
$2.02M +$606K +7,468 +43%
FWM
219
Focused Wealth Management
New York
$1.98M -$48.5K -598 -2%
RJT
220
Raymond James Trust
Florida
$1.94M -$12.2K -150 -0.6%
HC
221
HHG & Company
Connecticut
$1.94M +$27.8K +343 +1%
Janus Henderson Group
222
Janus Henderson Group
United Kingdom
$1.93M -$189K -2,333 -9%
ABC
223
Associated Banc-Corp
Wisconsin
$1.88M -$128K -1,574 -6%
Bessemer Group
224
Bessemer Group
New Jersey
$1.8M – – –
SCI
225
S&CO Inc
Massachusetts
$1.8M +$54.3K +669 +3%
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9
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