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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
JFGIW
301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39M +$31K +338 +2%
BAC
302
Boys Arnold & Co
North Carolina
$1.38M +$5.96K +65 +0.4%
CB
303
Community Bank
New York
$1.38M -$5.96K -65 -0.4%
RWM
304
Ritholtz Wealth Management
New York
$1.35M +$1.34M +14,562 New
DSC
305
Duncker Streett & Co
Missouri
$1.33M -$21.4K -233 -2%
PAS
306
Partnervest Advisory Services
California
$1.32M -$58.1K -633 -4%
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.3M
PSUF
308
People's United Financial
Connecticut
$1.27M -$164K -1,785 -12%
MIAN
309
Mariner Independent Advisor Network
Kansas
$1.25M +$1.24M +13,516 New
CG
310
Caprock Group
Idaho
$1.25M -$15.9K -173 -1%
IWA
311
IBEX Wealth Advisors
New Jersey
$1.24M +$1.23M +13,424 New
CA
312
Clearstead Advisors
Ohio
$1.23M +$174K +1,900 +17%
GS
313
Girard Securities
California
$1.22M +$711K +7,746 +142%
CPA
314
Capital Planning Advisors
California
$1.21M +$105K +1,144 +10%
CG
315
Colony Group
Massachusetts
$1.19M +$270K +2,943 +30%
CIBC World Market
316
CIBC World Market
Ontario, Canada
$1.18M -$32.6K -355 -3%
AI
317
Atria Investments
North Carolina
$1.16M -$3.4M -37,031 -75%
AEPG
318
American Economic Planning Group
New Jersey
$1.14M +$149K +1,628 +15%
FA
319
FDx Advisors
Illinois
$1.14M -$1.55M -16,876 -58%
LA
320
Lau Associates
Delaware
$1.12M +$52K +567 +5%
JIC
321
JRM Investment Counsel
Nebraska
$1.11M +$1.1M +12,028 New
WJA
322
Williams Jones & Associates
New York
$1.11M
DDC
323
DF Dent & Co
Maryland
$1.1M -$2.29K -25 -0.2%
T
324
Thomaspartners
Massachusetts
$1.1M +$200K +2,185 +23%
LRPA
325
L. Roy Papp & Associates
Arizona
$1.09M +$1.08M +11,739 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.