We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

542 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 190

3% more funds holding

Funds holding: 524542 (+18)

0% less capital invested

Capital invested by funds: $6.95B → $6.94B (-$4.23M)

0.18% less ownership

Funds ownership: 35.01%34.83% (-0.18%)

1% less funds holding in top 10

Funds holding in top 10: 8584 (-1)

33% less call options, than puts

Call options by funds: $3M | Put options by funds: $4.51M

Holders
542
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
14.44%
Holding in Top 10
84
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.18%
% of All Funds
2.24%
New
52
Increased
227
Reduced
190
Closed
25
Calls
$3M
Puts
$4.51M
Net Calls
-$1.5M
Net Calls Change
-$491K
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
401
People's United Financial
Connecticut
$350K +$81.8K +1,009 +30%
CFN
402
Cordasco Financial Network
Florida
$348K -$292K -3,597 -45%
CP
403
Camelot Portfolios
Ohio
$344K -$14.7K -181 -4%
EWM
404
Evercore Wealth Management
New York
$344K +$347K +4,281 New
CT
405
Cambridge Trust
Massachusetts
$341K +$38.5K +475 +13%
DBT
406
Dubuque Bank & Trust
Iowa
$338K
BCP
407
Blue Chip Partners
Michigan
$333K -$63.6K -784 -16%
LA
408
LVW Advisors
New York
$331K -$36.4K -449 -10%
EMA
409
Efficient Market Advisors
California
$327K +$81 +1 +0%
GF
410
Gerstein Fisher
New York
$320K +$77.9K +960 +32%
CCT
411
Capital City Trust
Florida
$319K
BHB
412
Bank Hapoalim BM
Israel
$317K +$2.43K +30 +0.8%
MAS
413
Madden Advisory Services
Florida
$316K -$6.08K -75 -2%
TCOO
414
Trust Company of Oklahoma
Oklahoma
$313K -$124K -1,525 -28%
VAM
415
Verity Asset Management
North Carolina
$305K -$50.2K -619 -14%
CB
416
Chemical Bank
Michigan
$305K +$62.4K +769 +25%
CWM
417
Concert Wealth Management
California
$303K +$19.3K +238 +1%
SAM
418
Smithbridge Asset Management
Pennsylvania
$302K -$4.06K -50 -1%
SCM
419
Shelton Capital Management
Colorado
$299K +$302K +3,720 New
HC
420
Highmount Capital
New York
$298K -$120K -1,475 -29%
BBPWM
421
Blue Bell Private Wealth Management
Pennsylvania
$288K -$8.11K -100 -3%
CBU
422
CIBC Bank USA
Illinois
$286K -$9.65K -119 -3%
CDH
423
Charles D. Hyman
$283K +$1.54K +19 +0.5%
EAM
424
Evanson Asset Management
California
$283K +$33.2K +409 +13%
LA
425
Lau Associates
Delaware
$281K +$487 +6 +0.2%

VIG Hedge Fund Activity: Q1 2015 in Review

542 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2015, worth a combined $6.94B — down 0.06% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VIG positions and 25 closed out — a net gain of 27 holders — while 227 added to existing stakes and 190 trimmed.

The largest buyer was Bank of America, adding an estimated $497M. The largest seller was Windhaven Investment Management, cutting an estimated $591M.

  • 542 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2015, up from 524 in Q4 2014.
  • Funds reported $6.94B of Vanguard Dividend Appreciation ETF stock for Q1 2015, down 0.06% quarter-over-quarter.
  • 52 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2015 and 25 closed out, a net change of +27 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2015 was Bank of America, an estimated $497M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2015 was Windhaven Investment Management, an estimated $591M sold.

Based on aggregated 13F filings for Q1 2015.