We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

542 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 190

3% more funds holding

Funds holding: 524542 (+18)

0% less capital invested

Capital invested by funds: $6.95B → $6.94B (-$4.23M)

0.18% less ownership

Funds ownership: 35.01%34.83% (-0.18%)

1% less funds holding in top 10

Funds holding in top 10: 8584 (-1)

33% less call options, than puts

Call options by funds: $3M | Put options by funds: $4.51M

Holders
542
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
14.44%
Holding in Top 10
84
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.18%
% of All Funds
2.24%
New
52
Increased
227
Reduced
190
Closed
25
Calls
$3M
Puts
$4.51M
Net Calls
-$1.5M
Net Calls Change
-$491K
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
326
Laird Norton Wetherby Wealth Management
California
$654K +$1.62K +20 +0.2%
BRWA
327
B. Riley Wealth Advisors
Florida
$654K +$62K +764 +10%
OCG
328
Opus Capital Group
Ohio
$654K +$122K +1,510 +23%
DHFB
329
Dixon Hubard Feinour & Brown
Virginia
$653K -$52.7K -650 -7%
BA
330
BKS Advisors
Michigan
$639K +$644K +7,940 New
IIC
331
Ironwood Investment Counsel
Arizona
$630K -$8.03K -99 -1%
AIM
332
Advantage Investment Management
Iowa
$616K -$850K -10,476 -58%
T
333
Thomaspartners
Massachusetts
$615K +$51.9K +640 +9%
BCM
334
Brookstone Capital Management
Illinois
$614K +$24.7K +305 +4%
RBCM
335
Raub Brock Capital Management
California
$613K -$5.27K -65 -0.8%
PCA
336
Peddock Capital Advisors
Massachusetts
$608K -$159K -1,956 -21%
FWCM
337
Ferguson Wellman Capital Management
Oregon
$608K +$613K +7,555 New
IWMPD
338
Integrated Wealth Management (Palm Desert)
California
$602K +$607K +7,482 New
SA
339
SRH Advisors
Kansas
$589K +$36.5K +450 +7%
BW
340
Bison Wealth
Georgia
$586K +$19.2K +237 +3%
VIA
341
Vantage Investment Advisors
Pennsylvania
$583K +$304K +3,750 +107%
BFO
342
Boston Family Office
Massachusetts
$581K +$40.6K +500 +7%
PAS
343
Partnervest Advisory Services
California
$574K +$1.3K +16 +0.2%
QCMC
344
Quantum Capital Management (California)
California
$572K +$33.6K +414 +6%
TAM
345
Tocqueville Asset Management
New York
$562K -$264K -3,250 -32%
PCM
346
Parsons Capital Management
Rhode Island
$559K +$22.2K +274 +4%
AHS
347
Aspiriant Holdings S3
California
$553K -$216K -2,665 -28%
SGAM
348
Steinberg Global Asset Management
Florida
$548K -$237K -2,923 -30%
GA
349
Geneva Advisors
Illinois
$541K -$92.7K -1,143 -15%
BA
350
Boston Advisors
Massachusetts
$523K -$78.2K -964 -13%

VIG Hedge Fund Activity: Q1 2015 in Review

542 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2015, worth a combined $6.94B — down 0.06% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VIG positions and 25 closed out — a net gain of 27 holders — while 227 added to existing stakes and 190 trimmed.

The largest buyer was Bank of America, adding an estimated $497M. The largest seller was Windhaven Investment Management, cutting an estimated $591M.

  • 542 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2015, up from 524 in Q4 2014.
  • Funds reported $6.94B of Vanguard Dividend Appreciation ETF stock for Q1 2015, down 0.06% quarter-over-quarter.
  • 52 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2015 and 25 closed out, a net change of +27 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2015 was Bank of America, an estimated $497M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2015 was Windhaven Investment Management, an estimated $591M sold.

Based on aggregated 13F filings for Q1 2015.