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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
KP
351
Keel Point
Alabama
$955K -$186K -2,029 -16%
BAAM
352
Baker Avenue Asset Management
California
$952K +$601K +6,548 +176%
EA
353
Edge Advisors
Georgia
$937K +$50.6K +552 +6%
AF
354
Affiance Financial
Minnesota
$934K -$296K -3,226 -24%
GWCM
355
Godshalk Welsh Capital Management
Pennsylvania
$928K -$13.5K -147 -1%
KeyBank National Association
356
KeyBank National Association
Ohio
$927K +$21.7K +236 +2%
Cetera Investment Advisers
357
Cetera Investment Advisers
Illinois
$926K +$101K +1,099 +12%
NWP
358
Northstar Wealth Partners
Connecticut
$918K -$107K -1,167 -11%
PMFA
359
Plante Moran Financial Advisors
Michigan
$915K +$117K +1,270 +15%
NFC
360
Northeast Financial Consultants
Connecticut
$911K +$58.3K +636 +7%
GLRA
361
Gerald L. Ray & Associates
Texas
$898K
GC
362
Grimes & Company
Massachusetts
$894K +$7.16K +78 +0.8%
SFWA
363
Summit Financial Wealth Advisors
Louisiana
$892K -$184K -2,002 -17%
BB
364
Busey Bank
Illinois
$887K
V
365
Veritable
Delaware
$872K
BFO
366
Boston Family Office
Massachusetts
$858K +$97.7K +1,065 +13%
KA
367
Klingman & Associates
New York
$853K -$22K -240 -3%
AWM
368
Avior Wealth Management
Nebraska
$853K +$56.6K +617 +7%
FT
369
Fiduciary Trust
Massachusetts
$850K
SFS
370
Sowell Financial Services
Arkansas
$833K +$76.4K +833 +10%
CB
371
Commerce Bank
Missouri
$827K +$104K +1,135 +15%
B
372
Brightworth
Georgia
$826K +$817K +8,909 New
CAM
373
Crestone Asset Management
Colorado
$806K -$205K -2,235 -20%
KIA
374
KCM Investment Advisors
California
$802K +$78.4K +855 +11%
LNWWM
375
Laird Norton Wetherby Wealth Management
California
$789K +$32.8K +358 +4%

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.