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.

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

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$46.1M
2
USAA
2
United Services Automobile Association
Texas
$11.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$45.6M
5
DT
5
Diversified Trust
Tennessee
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$875M 12,566,687 +1,030,116 +9%
Morgan Stanley
2
Morgan Stanley
New York
$367M 5,276,817 +65,082 +1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$347M 4,980,314 +216,524 +5%
U
4
UBS
Switzerland
$186M 2,672,719 +325,199 +14%
BCI
5
Brinker Capital Investments
Pennsylvania
$128M 1,842,454 +36,924 +2%
LPL Financial
6
LPL Financial
California
$117M 1,655,299 +99,197 +6%
DT
7
Diversified Trust
Tennessee
$113M 1,619,741 -124,076 -7%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$104M 1,493,470 +11,570 +0.8%
Wells Fargo
9
Wells Fargo
California
$95.8M 1,376,545 +42,816 +3%
HB
10
Homrich & Berg
Georgia
$91.2M 1,310,404 +72,093 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$73.9M 1,061,089 +86,477 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$61M 876,623 +139,655 +19%
RMPT
13
Raytheon Master Pension Trust
Massachusetts
$56.5M 811,031 – –
CIA
14
Choate Investment Advisors
Massachusetts
$53.9M 774,367 -44,002 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$53.8M 772,859 -8,507 -1%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$49.9M 716,853 +79,856 +13%
GT
17
Glenmede Trust
Pennsylvania
$46.2M 663,125 +20,081 +3%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$46.1M 662,651 -1,155,765 -64%
Goldman Sachs
19
Goldman Sachs
New York
$45.6M 655,668 -366,281 -36%
HighTower Advisors
20
HighTower Advisors
Illinois
$42.3M 607,771 +45,980 +8%
CAN
21
Cetera Advisor Networks
California
$41.3M 592,343 -15,539 -3%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$40.8M 586,421 -10,324 -2%
BMM
23
Berkshire Money Management
Massachusetts
$39.7M 570,694 -81,702 -13%
BP
24
Ballentine Partners
Massachusetts
$39.6M 568,754 -18,587 -3%
Ohio Public Employees Retirement System (OPERS)
25
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.3M 550,137 – –
1
2 3 4 5