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
SAM
401
Shamrock Asset Management
Texas
$672K -$13.8K -150 -2%
EWM
402
Evercore Wealth Management
New York
$668K
CGL
403
Clarius Group LLC
Washington
$666K -$3.12K -34 -0.5%
BA
404
BKS Advisors
Michigan
$662K -$3.85K -42 -0.6%
SC
405
Stratford Consulting
Texas
$656K -$24.2K -264 -4%
MCM
406
Manchester Capital Management
Vermont
$649K
EWM
407
Empirical Wealth Management
Washington
$648K -$38.1K -415 -6%
SB
408
Simmons Bank
Arkansas
$644K -$5.23K -57 -0.8%
Millennium Management
409
Millennium Management
New York
$639K -$422K -4,602 -40%
DLCIG
410
D.L. Carlson Investment Group
New Hampshire
$637K -$15.1K -165 -2%
BW
411
Bison Wealth
Georgia
$635K -$7.89K -86 -1%
LBC
412
Lowe Brockenbrough & Co
Virginia
$633K
CRC
413
Curi RMB Capital
Illinois
$633K +$108K +1,179 +21%
MIM
414
Miller Investment Management
Pennsylvania
$627K
VV
415
Verity & Verity
South Carolina
$626K -$73.6K -802 -11%
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$625K +$34.4K +375 +6%
CPA
417
Clear Perspective Advisors
Illinois
$619K +$150K +1,634 +32%
SAM
418
Smithbridge Asset Management
Pennsylvania
$610K +$191K +2,085 +46%
GHA
419
GW Henssler & Associates
Georgia
$599K +$6.61K +72 +1%
BCP
420
Blue Chip Partners
Michigan
$597K +$324K +3,532 +121%
LW
421
Linscomb Wealth
Texas
$592K +$11.7K +127 +2%
HH
422
Hilltop Holdings
Texas
$588K
RMCM
423
Reynders McVeigh Capital Management
Massachusetts
$584K +$11.9K +130 +2%
CFIA
424
Cantor Fitzgerald Investment Advisors
New York
$583K +$577K +6,290 New
SHIM
425
Stone House Investment Management
Pennsylvania
$579K -$917 -10 -0.2%

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.