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
BCM
426
Brookmont Capital Management
Texas
$280K +$282K +3,476 New
SCG
427
Sonata Capital Group
Washington
$278K
GA
428
Geller Advisors
New York
$276K +$279K +3,434 New
MCM
429
Murphy Capital Management
New Jersey
$274K +$406 +5 +0.1%
NGA
430
Naples Global Advisors
Florida
$267K +$43.4K +535 +19%
AIM
431
Aspen Investment Management
Michigan
$266K +$8.11K +100 +3%
Manulife (Manufacturers Life Insurance)
432
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259K -$221M -2,719,968 -46%
KC
433
Kingfisher Capital
North Carolina
$258K +$568 +7 +0.2%
GP
434
Girard Partners
Pennsylvania
$258K +$3.33K +41 +1%
JPTCCM
435
J.P. Turner & Co Capital Management
Georgia
$254K -$2.84K -35 -1%
DC
436
Deschaine & Company
Illinois
$254K +$256K +3,152 New
NDSI
437
Newman Dignan & Sheerar Inc
Rhode Island
$253K +$18.3K +225 +8%
BWFM
438
Bridgewater Wealth & Financial Management
Maryland
$251K
PFS
439
Prospera Financial Services
Texas
$250K -$5.52K -68 -2%
UR
440
USCA RIA
Texas
$249K +$4.06K +50 +2%
TIM
441
Tortoise Investment Management
New York
$248K
FLPIM
442
F.L. Putnam Investment Management
Massachusetts
$247K -$158K -1,942 -39%
MFBTD
443
MB Financial Bank - Trust Department
Illinois
$244K -$36.3K -448 -13%
RMCM
444
Reynders McVeigh Capital Management
Massachusetts
$244K +$32.4K +400 +15%
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$242K +$128K +1,582 +111%
EWM
446
Edge Wealth Management
New York
$240K -$35.7K -440 -13%
FPCP
447
Fort Point Capital Partners
California
$239K +$25.3K +312 +12%
JIP
448
Jaffetilchin Investment Partners
Florida
$238K +$239K +2,952 New
CIC
449
Cornercap Investment Counsel
Georgia
$236K
DY
450
Dowling & Yahnke
California
$235K

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.