VIG icon

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.

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
UBS Group
1
UBS Group
Switzerland
$324M
2
DT
2
Diversified Trust
Tennessee
$120M
3
Wells Fargo
3
Wells Fargo
California
$177M
4
PAS
4
Park Avenue Securities
New York
$37.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$491M

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 Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$1.2B 14,789,435 -1,893,915 -11%
Bank of America
2
Bank of America
North Carolina
$613M 7,558,656 -6,065,304 -45%
Morgan Stanley
3
Morgan Stanley
New York
$491M 6,047,542 +442,253 +8%
UBS Group
4
UBS Group
Switzerland
$324M 3,989,581 +3,989,581 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$313M 3,851,158 -698,065 -15%
Wells Fargo
6
Wells Fargo
California
$177M 2,176,028 +501,230 +30%
BCI
7
Brinker Capital Investments
Pennsylvania
$164M 2,024,873 +29,782 +1%
LPL Financial
8
LPL Financial
California
$139M 1,710,241 +82,977 +5%
HB
9
Homrich & Berg
Georgia
$134M 1,656,216 -56,581 -3%
DT
10
Diversified Trust
Tennessee
$120M 1,472,719 +1,472,719 New
Vanguard Group
11
Vanguard Group
Pennsylvania
$118M 1,453,678 +425,466 +41%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$108M 1,330,560 -162,373 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$103M 1,268,628 +92,742 +8%
W
14
Wealthfront
California
$103M 1,266,922 -141,445 -10%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$96M 1,182,639 -94,120 -7%
Goldman Sachs
16
Goldman Sachs
New York
$87.7M 1,080,056 +5,905 +0.5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$86.2M 1,062,080 -9,329 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$76.3M 940,219 -43,255 -4%
MG
19
MDE Group
New Jersey
$64.3M 791,663 +4,146 +0.5%
GT
20
Glenmede Trust
Pennsylvania
$62.8M 773,320 +56,056 +8%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$62.6M 771,000 -4,274 -0.6%
CFA
22
Capstone Financial Advisors
Illinois
$57.8M 712,571 +15,426 +2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$55.1M 678,573 +152,991 +29%
HighTower Advisors
24
HighTower Advisors
Illinois
$49.2M 606,739 -164,827 -21%
SF
25
Synovus Financial
Georgia
$47.7M 587,362 +330,497 +129%
1
2 3 4 5