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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
JIP
426
Jaffetilchin Investment Partners
Florida
$577K -$1.02M -11,157 -64%
PCM
427
Parsons Capital Management
Rhode Island
$577K +$6.42K +70 +1%
NSIM
428
North Star Investment Management
Illinois
$575K
Chevy Chase Trust
429
Chevy Chase Trust
Maryland
$567K
IC
430
Iconiq Capital
California
$564K
BRWA
431
B. Riley Wealth Advisors
Florida
$561K +$40.9K +446 +8%
CFD
432
Creative Financial Designs
Indiana
$560K -$19.4K -211 -3%
RWP
433
RWA Wealth Partners
Massachusetts
$555K +$118K +1,283 +27%
SS
434
Simplicity Solutions
Minnesota
$554K +$79.3K +864 +17%
EAM
435
Evanson Asset Management
California
$551K -$78.9K -860 -13%
EWA
436
Exencial Wealth Advisors
Oklahoma
$549K -$686K -7,478 -56%
DHFB
437
Dixon Hubard Feinour & Brown
Virginia
$545K
WPA
438
West Paces Advisors
Georgia
$543K
MWM
439
Meridian Wealth Management
Kentucky
$543K +$183K +2,000 +52%
BJL
440
Brighton Jones LLC
Washington
$541K +$535K +5,836 New
ACM
441
Advisors Capital Management
New Jersey
$536K +$531K +5,789 New
FCI
442
Financial Counselors Inc
Kansas
$532K -$14.2K -155 -3%
Cerity Partners
443
Cerity Partners
New York
$530K +$2.96M +32,219 +988%
FDCC
444
Foster Dykema Cabot & Co
Massachusetts
$525K -$62.4K -680 -11%
SCM
445
Sterneck Capital Management
Missouri
$522K
FG
446
Fiduciary Group
Georgia
$520K -$28.8K -314 -5%
SHGA
447
Sand Hill Global Advisors
California
$514K +$27.1K +295 +6%
KTA
448
Keeley-Teton Advisors
Illinois
$513K +$92 +1 +0%
BWP
449
Baldwin Wealth Partners
Massachusetts
$510K
MIM
450
Midwest Investment Management
Ohio
$509K

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.