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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
MSFP
326
Mark Sheptoff Financial Planning
Connecticut
$1.08M +$633K +6,900 +144%
ASN
327
Advisory Services Network
Georgia
$1.08M +$314K +3,418 +42%
RGC
328
Roberts, Glore & Co
Illinois
$1.07M -$18.3K -200 -2%
NIM
329
Northeast Investment Management
Massachusetts
$1.06M +$456K +4,976 +77%
IH
330
IFC Holdings
Florida
$1.06M +$146K +1,587 +16%
TC
331
Trust Company
Kansas
$1.05M -$125K -1,361 -11%
GWM
332
Geneos Wealth Management
Colorado
$1.05M +$200K +2,175 +24%
FNT
333
First National Trust
Pennsylvania
$1.05M +$311K +3,390 +43%
BA
334
Bristlecone Advisors
Washington
$1.05M +$431K +4,698 +71%
NA
335
Nottingham Advisors
New York
$1.05M -$53.9K -588 -5%
PFPT
336
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.05M +$358K +3,904 +53%
DWT
337
Dorsey & Whitney Trust
South Dakota
$1.03M
TH
338
Timber Hill
Connecticut
$1.03M -$142K -1,547 -12%
JCM
339
Jag Capital Management
Missouri
$1.02M -$57.3K -625 -5%
SWM
340
Stockman Wealth Management
Montana
$995K +$453K +4,935 +85%
SGCA
341
Steel Grove Capital Advisors
Tennessee
$990K +$10K +109 +1%
MAS
342
Madden Advisory Services
Florida
$990K +$16.6K +181 +2%
SA
343
SRH Advisors
Kansas
$988K +$2.29K +25 +0.2%
FPFS
344
First Personal Financial Services
North Carolina
$987K -$20.6K -225 -2%
AIA
345
AIMZ Investment Advisors
California
$982K +$31.4K +342 +3%
BAS
346
Brown Advisory Securities
Maryland
$980K +$26.7K +291 +3%
AWA
347
Arete Wealth Advisors
Illinois
$978K +$62.3K +679 +7%
VWA
348
V Wealth Advisors
Kansas
$975K +$64.6K +704 +7%
TG
349
Threshold Group
Washington
$971K
NL
350
NWAM LLC
Washington
$960K +$82K +894 +9%

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.