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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
GA
426
Geller Advisors
New York
$270K
UR
427
USCA RIA
Texas
$262K +$19.4K +240 +8%
BBPWM
428
Blue Bell Private Wealth Management
Pennsylvania
$261K -$21.3K -263 -7%
NGA
429
Naples Global Advisors
Florida
$261K
DC
430
Deschaine & Company
Illinois
$261K +$13.9K +171 +5%
Manulife (Manufacturers Life Insurance)
431
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$260K +$7.21M +88,968 +3%
BCM
432
Brookmont Capital Management
Texas
$259K -$14.1K -174 -5%
AIM
433
Aspen Investment Management
Michigan
$259K
FA
434
FDx Advisors
Illinois
$256K +$28.8K +355 +12%
KC
435
Kingfisher Capital
North Carolina
$252K
GF
436
Gerstein Fisher
New York
$251K -$63.5K -784 -20%
Bank of Nova Scotia
437
Bank of Nova Scotia
Ontario, Canada
$248K -$14M -172,651 -98%
SWM
438
SVA Wealth Management
Wisconsin
$247K +$39.3K +485 +18%
NDSI
439
Newman Dignan & Sheerar Inc
Rhode Island
$245K -$2.03K -25 -0.8%
BWFM
440
Bridgewater Wealth & Financial Management
Maryland
$245K
PCA
441
Personal Capital Advisors
California
$241K +$249K +3,071 New
MCM
442
Murphy Capital Management
New Jersey
$238K -$30.4K -375 -11%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$238K +$40.5K +500 +20%
JFGIW
444
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K
FPCP
445
Fort Point Capital Partners
California
$236K
JIP
446
Jaffetilchin Investment Partners
Florida
$232K
CIC
447
Cornercap Investment Counsel
Georgia
$230K
PWLP
448
Prio Wealth Limited Partnership
Massachusetts
$230K
SSB
449
Sandy Spring Bank
Maryland
$228K
PFS
450
Prospera Financial Services
Texas
$226K -$18.2K -225 -7%

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.