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Vanguard Dividend Appreciation ETF

710 hedge funds and large institutions have $8.58B invested in Vanguard Dividend Appreciation ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 286 increasing their positions, 231 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $16M | Put options by funds: $4.75M

121% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 28

24% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 231

11% more funds holding in top 10

Funds holding in top 10: 7280 (+8)

4% more funds holding

Funds holding: 685710 (+25)

5% more capital invested

Capital invested by funds: $8.18B → $8.58B (+$405M)

0.4% more ownership

Funds ownership: 34.77%35.17% (+0.4%)

Holders
710
Holders Change
+25
Holders Change %
+3.65%
% of All Funds
17.7%
Holding in Top 10
80
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.11%
% of All Funds
1.99%
New
62
Increased
286
Reduced
231
Closed
28
Calls
$16M
Puts
$4.75M
Net Calls
+$11.2M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
Flagship Harbor Advisors
Massachusetts
$2.48M +$205K +2,236 +9%
RFS
227
Rockefeller Financial Services
New York
$2.47M
B
228
Bridgeworth
Alabama
$2.46M -$555K -6,051 -19%
GLA
229
Good Life Advisors
Pennsylvania
$2.45M +$148K +1,612 +6%
BOH
230
Bank of Hawaii
Hawaii
$2.4M -$246K -2,677 -9%
SPC
231
Sigma Planning Corp
Michigan
$2.39M -$96.1K -1,048 -4%
RJT
232
Raymond James Trust
Florida
$2.37M -$123K -1,344 -5%
BWFM
233
Bridgewater Wealth & Financial Management
Maryland
$2.36M +$58.9K +642 +3%
CAG
234
Crestwood Advisors Group
Massachusetts
$2.34M
CTA
235
Chesley Taft & Associates
Illinois
$2.33M +$155K +1,695 +7%
HNB
236
Huntington National Bank
Ohio
$2.3M
TCOV
237
Trust Company of Vermont
Vermont
$2.29M +$67.2K +732 +3%
MHS
238
M Holdings Securities
Oregon
$2.27M +$324K +3,530 +17%
RA
239
RFG Advisory
Alabama
$2.27M +$1.35M +14,721 +151%
Jane Street
240
Jane Street
New York
$2.25M +$295K +3,218 +15%
SCI
241
S&CO Inc
Massachusetts
$2.25M
N
242
Natixis
France
$2.14M +$596K +6,500 +39%
VFA
243
Voya Financial Advisors
Connecticut
$2.11M +$616K +6,719 +41%
NIA
244
Northstar Investment Advisors
Colorado
$2.09M -$7.98K -87 -0.4%
IFWM
245
Institute for Wealth Management
Colorado
$2.06M +$2.04M +22,286 New
ACI
246
Alpha Cubed Investments
California
$2.04M +$350K +3,818 +21%
WC
247
Wexford Capital
Florida
$2.03M +$493K +5,370 +33%
BSW
248
Buckingham Strategic Wealth
Missouri
$2M +$1.58M +17,225 +399%
MAA
249
Mraz Amerine & Associates
California
$2M -$4.04K -44 -0.2%
CCFCSB
250
Cape Cod Five Cents Savings Bank
Massachusetts
$1.97M -$33K -360 -2%

VIG Hedge Fund Activity: Q2 2017 in Review

710 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2017, worth a combined $8.58B — up 4.9% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VIG positions and 28 closed out — a net gain of 34 holders — while 286 added to existing stakes and 231 trimmed.

The largest buyer was Wealthfront, adding an estimated $58M. The largest seller was Bank of America, cutting an estimated $52.8M.

  • 710 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2017, up from 685 in Q1 2017.
  • Funds reported $8.58B of Vanguard Dividend Appreciation ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 62 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2017 and 28 closed out, a net change of +34 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2017 was Wealthfront, an estimated $58M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2017 was Bank of America, an estimated $52.8M sold.

Based on aggregated 13F filings for Q2 2017.