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Vanguard Dividend Appreciation ETF
VIG

318 hedge funds and large institutions have $5.68B invested in Vanguard Dividend Appreciation ETF in 2013 Q2 according to their latest regulatory filings, with 318 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $3.99M

36.03% more ownership

Funds ownership: 0% → 36.03% (+36%)

Holders
318
Holders Change
+318
Holders Change %
–
% of All Funds
10.38%
Holding in Top 10
58
Holding in Top 10 Change
+58
Holding in Top 10 Change %
% of All Funds
1.89%
New
318
Increased
–
Reduced
–
Closed
–
Calls
$8.38M
Puts
$3.99M
Net Calls
+$4.38M
Net Calls Change
+$4.38M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$1.25B +$1.26B +18,764,894 New
Bank of America
2
Bank of America
North Carolina
$764M +$775M +11,536,571 New
Morgan Stanley
3
Morgan Stanley
New York
$345M +$350M +5,211,735 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$315M +$320M +4,763,790 New
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$165M +$167M +2,491,174 New
U
6
UBS
Switzerland
$155M +$158M +2,347,520 New
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$120M +$122M +1,818,416 New
BCI
8
Brinker Capital Investments
Pennsylvania
$120M +$121M +1,805,530 New
DT
9
Diversified Trust
Tennessee
$115M +$117M +1,743,817 New
LPL Financial
10
LPL Financial
California
$103M +$104M +1,556,102 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$98.1M +$99.5M +1,481,900 New
Wells Fargo
12
Wells Fargo
California
$88.3M +$89.5M +1,333,729 New
HB
13
Homrich & Berg
Georgia
$82M +$83.1M +1,238,311 New
USAA
14
United Services Automobile Association
Texas
$77.5M +$78.6M +1,170,291 New
Goldman Sachs
15
Goldman Sachs
New York
$67.7M +$68.6M +1,021,949 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$64.5M +$65.4M +974,612 New
CIA
17
Choate Investment Advisors
Massachusetts
$54.2M +$54.9M +818,369 New
RMPT
18
Raytheon Master Pension Trust
Massachusetts
$54.1M +$54.5M +811,031 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$51.7M +$52.5M +781,366 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$48.8M +$49.5M +736,968 New
BMM
21
Berkshire Money Management
Massachusetts
$43.2M +$43.8M +652,396 New
MIH
22
Madison Investment Holdings
Wisconsin
$42.9M +$43.5M +648,640 New
GT
23
Glenmede Trust
Pennsylvania
$42.6M +$43.2M +643,044 New
JMPWA
24
JP Morgan Private Wealth Advisors
California
$42.2M +$42.8M +636,997 New
CAN
25
Cetera Advisor Networks
California
$40.2M +$40.8M +607,882 New
1
2 3 4 5

VIG Hedge Fund Activity: Q2 2013 in Review

318 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2013, worth a combined $5.68B.

Buyers outnumbered sellers: 318 funds opened new VIG positions and 0 closed out — a net gain of 318 holders — while 0 added to existing stakes and 0 trimmed.

  • 318 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $5.68B of Vanguard Dividend Appreciation ETF stock for Q2 2013.
  • 318 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2013 and 0 closed out, a net change of +318 holders.

Based on aggregated 13F filings for Q2 2013.