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Vanguard Dividend Appreciation ETF

542 hedge funds and large institutions have $6.73B invested in Vanguard Dividend Appreciation ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 179 increasing their positions, 209 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $3.98M

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

0.49% more ownership

Funds ownership: 34.83%35.32% (+0.49%)

0% more funds holding

Funds holding: 542542 (0)

3% less capital invested

Capital invested by funds: $6.94B → $6.73B (-$209M)

12% less funds holding in top 10

Funds holding in top 10: 8474 (-10)

14% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 209

Holders
542
Holders Change
Holders Change %
0%
% of All Funds
14.6%
Holding in Top 10
74
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-11.9%
% of All Funds
1.99%
New
41
Increased
179
Reduced
209
Closed
32
Calls
$5.47M
Puts
$3.98M
Net Calls
+$1.49M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
326
Opus Capital Group
Ohio
$638K
GA
327
Geneva Advisors
Illinois
$627K +$101K +1,252 +19%
DHFB
328
Dixon Hubard Feinour & Brown
Virginia
$614K -$24.3K -300 -4%
T
329
Thomaspartners
Massachusetts
$610K +$10.4K +128 +2%
NSIM
330
North Star Investment Management
Illinois
$605K -$405K -5,000 -39%
DWT
331
Dorsey & Whitney Trust
South Dakota
$596K +$87.5K +1,080 +17%
FWCM
332
Ferguson Wellman Capital Management
Oregon
$594K
SMG
333
Spectrum Management Group
Indiana
$591K +$610K +7,525 New
SA
334
SRH Advisors
Kansas
$584K +$9.32K +115 +2%
RBCM
335
Raub Brock Capital Management
California
$576K -$23.9K -295 -4%
BFO
336
Boston Family Office
Massachusetts
$568K
IIC
337
Ironwood Investment Counsel
Arizona
$564K -$52.5K -648 -8%
IWMPD
338
Integrated Wealth Management (Palm Desert)
California
$563K -$25.9K -319 -4%
ST
339
Sageworth Trust
Pennsylvania
$562K -$203K -2,500 -26%
PAS
340
Partnervest Advisory Services
California
$555K -$6.08K -75 -1%
TC
341
Trust Company
Kansas
$548K +$566K +6,980 New
GHA
342
GW Henssler & Associates
Georgia
$536K +$64.5K +796 +13%
MCM
343
MAI Capital Management
Ohio
$533K +$89.5K +1,104 +19%
BA
344
Boston Advisors
Massachusetts
$516K +$5.59K +69 +1%
WA
345
WFG Advisors
Texas
$515K +$103K +1,268 +24%
EMA
346
Efficient Market Advisors
California
$513K +$199K +2,460 +61%
FNB
347
Farmers National Bank
Kentucky
$509K
CWM
348
Cranbrook Wealth Management
Michigan
$499K
NL
349
NWAM LLC
Washington
$496K -$23.6K -291 -5%
BRWA
350
B. Riley Wealth Advisors
Florida
$485K -$161K -1,981 -24%

VIG Hedge Fund Activity: Q2 2015 in Review

542 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2015, worth a combined $6.73B — down 3% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VIG positions and 32 closed out — a net gain of 9 holders — while 179 added to existing stakes and 209 trimmed.

The largest buyer was Mizuho Bank, opening a new position worth an estimated $25.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $36.3M.

  • 542 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $6.73B of Vanguard Dividend Appreciation ETF stock for Q2 2015, down 3% quarter-over-quarter.
  • 41 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2015 and 32 closed out, a net change of +9 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2015 was Mizuho Bank, an estimated $25.1M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2015 was Raymond James Financial Services Advisors, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2015.