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Vanguard Dividend Appreciation ETF
VIG

857 hedge funds and large institutions have $9.77B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $6.47M

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

2% more funds holding

Funds holding: 842 → 857 (+15)

1% more funds holding in top 10

Funds holding in top 10: 95 → 96 (+1)

2% more capital invested

Capital invested by funds: $9.61B → $9.77B (+$155M)

0% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 312

302.78% less ownership

Funds ownership: 341.56% → 38.78% (-303%)

Holders
857
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.47M
Net Calls
+$10.6M
Net Calls Change
+$1.3M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$969M
2
CSIA
Charles Schwab Investment Advisory
California
+$300M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$23.6M
4
VWM
Venturi Wealth Management
Texas
+$14.6M
5
LPL Financial
LPL Financial
California
+$12.2M

Top Sellers

1
RCG
Ruggie Capital Group
Florida
-$83.9B
2
GT
Glenmede Trust
Pennsylvania
-$58.6M
3
SF
Synovus Financial
Georgia
-$53M
4
PCMC
Paragon Capital Management (Colorado)
Colorado
-$46.8M
5
ZB
Zions Bancorporation
Utah
-$37.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
276
Laurel Wealth Advisors (California)
California
$2.16M +$1.56M +15,267 +256%
JFG
277
JMG Financial Group
Illinois
$2.09M – – –
RWMH
278
Riverpoint Wealth Management Holdings
Illinois
$2.08M +$102 +1 +0%
BWA
279
BDO Wealth Advisors
Florida
$2.06M +$319K +3,128 +18%
Bessemer Group
280
Bessemer Group
New Jersey
$2.06M -$43.3K -425 -2%
VF
281
Virtu Financial
New York
$2.05M +$2.06M +20,166 New
PP
282
PDS Planning
Ohio
$2.05M +$258K +2,534 +14%
SSWM
283
Sheets Smith Wealth Management
North Carolina
$2.04M +$26.1K +256 +1%
CAG
284
Crestwood Advisors Group
Massachusetts
$2.04M +$5.91K +58 +0.3%
Natixis Advisors
285
Natixis Advisors
Massachusetts
$2.02M +$441K +4,323 +28%
NIA
286
Northstar Investment Advisors
Colorado
$2.02M -$185K -1,813 -8%
GRP
287
Global Retirement Partners
California
$1.99M +$1.21M +11,857 +154%
FA
288
FDx Advisors
Illinois
$1.95M +$705K +6,914 +56%
MHS
289
M Holdings Securities
Oregon
$1.94M +$89.6K +879 +5%
LA
290
LexAurum Advisors
Kansas
$1.92M -$22.4K -220 -1%
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
$1.91M -$2.74M -26,851 -59%
ABC
292
Associated Banc-Corp
Wisconsin
$1.91M -$125K -1,222 -6%
LA
293
Lau Associates
Delaware
$1.9M +$398K +3,905 +26%
BCA
294
Berman Capital Advisors
Georgia
$1.9M -$51.9K -509 -3%
PA
295
Pinnacle Associates
New York
$1.88M -$25.1K -246 -1%
OC
296
Oppenheimer & Co
New York
$1.87M +$4.59K +45 +0.2%
AEPG
297
American Economic Planning Group
New Jersey
$1.86M +$190K +1,867 +11%
MAA
298
Mraz Amerine & Associates
California
$1.85M -$10.2K -100 -0.5%
EA
299
Edge Advisors
Georgia
$1.85M +$391K +3,837 +27%
HWA
300
Heritage Wealth Advisors
Virginia
$1.84M +$204 +2 +0%
10 11
12
13 14

VIG Hedge Fund Activity: Q2 2018 in Review

857 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2018, worth a combined $9.77B — up 1.6% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VIG positions and 33 closed out — a net gain of 20 holders — while 313 added to existing stakes and 312 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $969M. The largest seller was Ruggie Capital Group, cutting an estimated $83.9B.

  • 857 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2018, up from 842 in Q1 2018.
  • Funds reported $9.77B of Vanguard Dividend Appreciation ETF stock for Q2 2018, up 1.6% quarter-over-quarter.
  • 53 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2018 and 33 closed out, a net change of +20 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $969M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2018 was Ruggie Capital Group, an estimated $83.9B sold.

Based on aggregated 13F filings for Q2 2018.