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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
CM
251
Cornerstone Management
Georgia
$1.97M +$211K +2,299 +12%
VA
252
Valmark Advisers
Ohio
$1.94M +$298K +3,243 +18%
RWMH
253
Riverpoint Wealth Management Holdings
Illinois
$1.93M -$21.3K -232 -1%
WBG
254
Wharton Business Group
Pennsylvania
$1.89M -$301K -3,280 -14%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$1.89M +$106K +1,155 +6%
ABC
256
Associated Banc-Corp
Wisconsin
$1.89M +$18.7K +204 +1%
MRC
257
Millburn Ridgefield Corp
New York
$1.86M -$608K -6,625 -25%
VC
258
Vicus Capital
Pennsylvania
$1.84M +$63.4K +691 +4%
OC
259
Oppenheimer & Co
New York
$1.8M -$64.7K -705 -3%
JFG
260
JMG Financial Group
Illinois
$1.79M +$695K +7,571 +64%
Bessemer Group
261
Bessemer Group
New Jersey
$1.79M -$201K -2,195 -10%
TRCT
262
Tower Research Capital (TRC)
New York
$1.78M +$1.76M +19,215 New
SSWM
263
Sheets Smith Wealth Management
North Carolina
$1.77M
FWP
264
FAS Wealth Partners
Kansas
$1.77M +$1.83K +20 +0.1%
M
265
MOTCO
Texas
$1.76M -$44.8K -488 -3%
BWA
266
BDO Wealth Advisors
Florida
$1.76M +$1.74M +18,975 New
AWM
267
AE Wealth Management
Kansas
$1.76M +$900K +9,815 +107%
AFP
268
Ausdal Financial Partners
Iowa
$1.75M -$82.7K -901 -5%
MLFP
269
MPS Loria Financial Planners
Illinois
$1.74M +$1.71M +18,678 New
OIA
270
OneDigital Investment Advisors
Kansas
$1.74M +$1.72M +18,725 New
HWA
271
Heritage Wealth Advisors
Virginia
$1.68M +$2.66K +29 +0.2%
HIC
272
Holderness Investments Company
North Carolina
$1.67M -$1.65K -18 -0.1%
SWPG
273
Strategic Wealth Partners Group
Illinois
$1.64M +$1.47K +16 +0.1%
BWM
274
BerganKDV Wealth Management
Minnesota
$1.63M -$17.7K -193 -1%
SG
275
StoneX Group
New York
$1.62M +$1.6M +17,468 New

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.