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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

462 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 23 closing their positions.

Holders
462
Holders Change
+13
Holders Change %
+2.9%
% of All Funds
13.41%
Holding in Top 10
70
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.78%
% of All Funds
2.03%
New
39
Increased
187
Reduced
156
Closed
23
Calls
$5.58M
Puts
$2.26M
Net Calls
+$3.32M
Net Calls Change
+$1.06M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$115M
2
M&T Bank
2
M&T Bank
New York
$38M
3
W
3
Wealthfront
California
$108M
4
CS
4
Credit Suisse
Switzerland
$25.5M
5
SF
5
Synovus Financial
Georgia
$19.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.05B
2
WIM
2
Windhaven Investment Management
Massachusetts
$1.29B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$350M
4
WCWM
4
Wooster Corthell Wealth Management
Connecticut
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$7.84M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$1.29B 16,683,350 -702,606 -4%
Bank of America
2
Bank of America
North Carolina
$1.05B 13,623,960 -1,064,825 -7%
Morgan Stanley
3
Morgan Stanley
New York
$431M 5,605,289 +123,278 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$350M 4,549,223 -458,221 -9%
U
5
UBS
Switzerland
$263M 3,417,076 +105,670 +3%
BCI
6
Brinker Capital Investments
Pennsylvania
$154M 1,995,091 -6,471 -0.3%
Wells Fargo
7
Wells Fargo
California
$129M 1,674,798 +163,446 +11%
HB
8
Homrich & Berg
Georgia
$125M 1,712,797 +128,529 +8%
LPL Financial
9
LPL Financial
California
$124M 1,627,264 -51,095 -3%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$115M 1,492,933 +631,789 +73%
W
11
Wealthfront
California
$108M 1,408,367 +252,840 +22%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$98.2M 1,276,759 -13,587 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$90.5M 1,175,886 +146,222 +14%
Goldman Sachs
14
Goldman Sachs
New York
$82.7M 1,074,151 -6,682 -0.6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$82.4M 1,071,409 +31,175 +3%
Vanguard Group
16
Vanguard Group
Pennsylvania
$79.1M 1,028,212 +105,447 +11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$75.7M 983,474 +54,005 +6%
MG
18
MDE Group
New Jersey
$60.6M 787,517 +8,074 +1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$59.7M 775,274 +6,595 +0.9%
HighTower Advisors
20
HighTower Advisors
Illinois
$59.4M 771,566 -1,994 -0.3%
GT
21
Glenmede Trust
Pennsylvania
$55.2M 717,264 +186 +0%
CFA
22
Capstone Financial Advisors
Illinois
$53.6M 697,145 -10,201 -1%
CIA
23
Choate Investment Advisors
Massachusetts
$52.8M 686,223 -74,405 -10%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$43.9M 570,894 +55,587 +11%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$40.9M 531,630 +24,042 +5%
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