We are live on ! Find out more
VIG icon

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
KLI
276
Kelman-Lazarov Inc
Tennessee
$1.58M -$4.59K -50 -0.3%
IF
277
IRON Financial
Illinois
$1.58M +$6.42K +70 +0.4%
PA
278
Pinnacle Associates
New York
$1.58M -$38.5K -420 -2%
NFG
279
Next Financial Group
Texas
$1.57M +$56K +610 +4%
DC
280
Davenport & Co
Virginia
$1.52M +$151K +1,644 +11%
PWAG
281
Polaris Wealth Advisory Group
California
$1.52M +$1.5M +16,399 New
EFS
282
Essex Financial Services
Connecticut
$1.52M -$520K -5,673 -26%
BRF
283
B. Riley Financial
California
$1.5M
TD Asset Management
284
TD Asset Management
Ontario, Canada
$1.5M -$116K -1,269 -7%
RCA
285
Rowland Carmichael Advisors
Arizona
$1.49M -$72.1K -786 -5%
JIC
286
Johnson Investment Counsel
Ohio
$1.48M -$22.1K -241 -1%
CA
287
Cornerstone Advisory
Maryland
$1.46M -$9.17K -100 -0.6%
MCM
288
Millie Capital Management
California
$1.44M +$93.3K +1,017 +7%
BL
289
BFSG LLC
California
$1.43M +$24.6K +268 +2%
RCM
290
RB Capital Management
Nevada
$1.43M -$38.4K -419 -3%
SWM
291
Segment Wealth Management
Texas
$1.42M -$100K -1,093 -7%
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$1.42M -$15K -164 -1%
ECAM
293
East Coast Asset Management
Massachusetts
$1.42M -$5.41K -59 -0.4%
Natixis Advisors
294
Natixis Advisors
Massachusetts
$1.41M +$6.79K +74 +0.5%
GA
295
Geneva Advisors
Illinois
$1.4M +$46.8K +510 +3%
MIH
296
Madison Investment Holdings
Wisconsin
$1.4M -$41.2K -449 -3%
BAM
297
Berkshire Asset Management
Pennsylvania
$1.39M
MI
298
Mercer Investments
Massachusetts
$1.39M -$4.54M -49,437 -77%
YWP
299
YorkBridge Wealth Partners
New York
$1.39M
HCMT
300
Highland Capital Management (Tennessee)
Tennessee
$1.39M +$26.4K +288 +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.