We are live on ! Find out more
VIG icon

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
LPIC
376
LeJeune Puetz Investment Counsel
Michigan
$788K
RBCM
377
Raub Brock Capital Management
California
$784K -$68.3K -744 -8%
MA
378
MUFG Americas
New York
$783K -$84.3K -919 -10%
CCP
379
Corient Capital Partners
California
$773K -$108K -1,175 -12%
CWM
380
Cranbrook Wealth Management
Michigan
$770K +$6.33K +69 +0.8%
RI
381
Ridgewood Investments
New Jersey
$762K -$826 -9 -0.1%
ACP
382
Arcus Capital Partners
Georgia
$761K -$28.6K -312 -4%
AWMG
383
Alliance Wealth Management Group
New Jersey
$749K +$1.56K +17 +0.2%
IIC
384
Ironwood Investment Counsel
Arizona
$748K
HL
385
HeadInvest LLC
Maine
$738K
CCT
386
Capital City Trust
Florida
$736K +$19.4K +212 +3%
EC
387
Estate Counselors
Wisconsin
$733K -$202K -2,200 -22%
SAA
388
Southeast Asset Advisors
Georgia
$732K
SMG
389
Spectrum Management Group
Indiana
$723K +$275 +3 +0%
BA
390
Boston Advisors
Massachusetts
$720K -$156K -1,699 -18%
ACP
391
Aviance Capital Partners
Florida
$720K +$141K +1,537 +25%
SCG
392
Sonata Capital Group
Washington
$714K -$28.4K -310 -4%
SFG
393
SNS Financial Group
Minnesota
$704K
BFA
394
Benedict Financial Advisors
Georgia
$693K -$47.4K -517 -7%
MLL
395
Moody Lynn & Lieberson
Massachusetts
$692K
AAS
396
Annex Advisory Services
Wisconsin
$690K -$96.1K -1,047 -12%
BCM
397
Bienville Capital Management
New York
$685K +$459 +5 +0.1%
WDL
398
Well Done LLC
Michigan
$681K -$25.1K -274 -4%
ACS
399
Archford Capital Strategies
Illinois
$673K -$131K -1,423 -16%
NFG
400
Nadler Financial Group
Illinois
$673K -$40.7K -444 -6%

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.