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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.

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
1
Bank of Nova Scotia
Ontario, Canada
$137M
2
CFA
2
Capstone Financial Advisors
Illinois
$54.3M
3
Bank of America
3
Bank of America
North Carolina
$999M
4
U
4
UBS
Switzerland
$241M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$401M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$17.4M
2
Ohio Public Employees Retirement System (OPERS)
2
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.4M
3
BC
3
Brinker Capital
Pennsylvania
$10.6M
4
WBG
4
Wharton Business Group
Pennsylvania
$1.76M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$1.37B 18,234,708 +318,384 +2%
Bank of America
2
Bank of America
North Carolina
$999M 13,271,738 +705,051 +6%
Morgan Stanley
3
Morgan Stanley
New York
$411M 5,468,541 +191,724 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$401M 5,333,627 +353,313 +7%
U
5
UBS
Switzerland
$241M 3,197,409 +524,690 +20%
BCI
6
Brinker Capital Investments
Pennsylvania
$146M 1,941,309 +98,855 +5%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$137M 1,820,651 +1,158,000 +175%
LPL Financial
8
LPL Financial
California
$129M 1,719,008 +63,709 +4%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$124M 1,650,350 +156,880 +11%
DT
10
Diversified Trust
Tennessee
$122M 1,620,707 +966 +0.1%
HB
11
Homrich & Berg
Georgia
$110M 1,455,394 +144,990 +11%
Wells Fargo
12
Wells Fargo
California
$99.9M 1,328,097 -48,448 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$85.1M 1,130,813 +69,724 +7%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$70.1M 931,380 +214,527 +30%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$69.9M 928,432 +51,809 +6%
RMPT
16
Raytheon Master Pension Trust
Massachusetts
$61M 811,031 – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$60.9M 809,232 +36,373 +5%
CIA
18
Choate Investment Advisors
Massachusetts
$54.8M 728,316 -46,051 -6%
CFA
19
Capstone Financial Advisors
Illinois
$54.3M 721,663 +721,663 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$52.4M 696,898 +180,500 +35%
GT
21
Glenmede Trust
Pennsylvania
$52.3M 695,574 +32,449 +5%
HighTower Advisors
22
HighTower Advisors
Illinois
$50.5M 671,721 +63,950 +11%
Goldman Sachs
23
Goldman Sachs
New York
$50.3M 668,883 +13,215 +2%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$45.4M 603,056 +16,635 +3%
MIH
25
Madison Investment Holdings
Wisconsin
$44.1M 586,761 +39,368 +7%
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