We are live on ! Find out more
VIG icon

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
PCM
351
Parsons Capital Management
Rhode Island
$481K -$66.9K -825 -12%
CCM
352
Coe Capital Management
Illinois
$475K +$61.8K +763 +14%
VWM
353
Vector Wealth Management
Minnesota
$474K +$72.4K +894 +17%
PIM
354
Penobscot Investment Management
Massachusetts
$474K +$489K +6,031 New
DBT
355
Dubuque Bank & Trust
Iowa
$471K +$145K +1,791 +43%
AIM
356
Avity Investment Management
Connecticut
$466K
KAM
357
Keeley Asset Management
Illinois
$465K
SCG
358
Sonata Capital Group
Washington
$463K +$198K +2,446 +71%
ACM
359
Apex Capital Management
Ohio
$460K +$474K +5,852 New
EAM
360
Evanson Asset Management
California
$459K +$188K +2,321 +66%
CB
361
Commerce Bank
Missouri
$456K
BCM
362
Beck Capital Management
Texas
$449K -$27.1K -335 -6%
GJIC
363
Gamble Jones Investment Counsel
California
$447K
SFM
364
Signature Financial Management
Virginia
$444K
WRTC
365
Wind River Trust Company
Wyoming
$443K
WRM
366
Westport Resources Management
Connecticut
$438K -$231K -2,850 -34%
IAM
367
Integre Asset Management
New York
$437K -$31.9K -394 -7%
UFA
368
US Financial Advisors
Massachusetts
$432K
Neuberger Berman Group
369
Neuberger Berman Group
New York
$432K +$7.7K +95 +2%
SNT
370
Security National Trust
West Virginia
$431K -$11.3K -140 -2%
BAAM
371
Baker Avenue Asset Management
California
$430K -$315K -3,883 -42%
BCM
372
Brookstone Capital Management
Illinois
$428K -$177K -2,190 -29%
1832 Asset Management
373
1832 Asset Management
Ontario, Canada
$427K +$441K +5,438 New
SGAM
374
Steinberg Global Asset Management
Florida
$419K -$119K -1,474 -22%
FLPIM
375
F.L. Putnam Investment Management
Massachusetts
$418K +$183K +2,259 +74%

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.