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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
DW
401
Domani Wealth
Pennsylvania
$327K +$301K +3,714 +838%
BJL
402
Brighton Jones LLC
Washington
$322K +$332K +4,102 New
VAM
403
Verity Asset Management
North Carolina
$313K +$15.5K +191 +5%
Barclays
404
Barclays
United Kingdom
$308K -$47.1K -581 -13%
MAS
405
Madden Advisory Services
Florida
$308K
TCOO
406
Trust Company of Oklahoma
Oklahoma
$306K
PCA
407
Peddock Capital Advisors
Massachusetts
$304K -$298K -3,682 -49%
BHB
408
Bank Hapoalim BM
Israel
$302K -$7.7K -95 -2%
CB
409
Chemical Bank
Michigan
$298K
CT
410
Cambridge Trust
Massachusetts
$297K -$36.5K -450 -11%
BCP
411
Blue Chip Partners
Michigan
$295K -$31.8K -393 -9%
SAM
412
Smithbridge Asset Management
Pennsylvania
$295K
AWP
413
Ascent Wealth Partners
New York
$294K -$186K -2,295 -38%
SCM
414
Shelton Capital Management
Colorado
$292K
TGI
415
Tradewinds Global Investors
California
$291K -$58.8K -725 -16%
HC
416
Highmount Capital
New York
$291K
DY
417
Dowling & Yahnke
California
$287K +$59.1K +729 +25%
FI
418
FormulaFolio Investments
Michigan
$286K -$120K -1,485 -29%
VIA
419
Vantage Investment Advisors
Pennsylvania
$285K -$294K -3,622 -50%
CFN
420
Cordasco Financial Network
Florida
$284K -$56.7K -700 -16%
CCT
421
Capital City Trust
Florida
$284K -$28.4K -350 -9%
JPTCCM
422
J.P. Turner & Co Capital Management
Georgia
$283K +$33.6K +415 +13%
AHS
423
Aspiriant Holdings S3
California
$280K -$268K -3,310 -48%
CBU
424
CIBC Bank USA
Illinois
$280K -$486 -6 -0.2%
LA
425
Lau Associates
Delaware
$275K

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.