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Vanguard Dividend Appreciation ETF
VIG

857 hedge funds and large institutions have $9.77B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 313 increasing their positions, 312 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $6.47M

61% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 33

2% more funds holding

Funds holding: 842 → 857 (+15)

1% more funds holding in top 10

Funds holding in top 10: 95 → 96 (+1)

2% more capital invested

Capital invested by funds: $9.61B → $9.77B (+$155M)

0% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 312

302.78% less ownership

Funds ownership: 341.56% → 38.78% (-303%)

Holders
857
Holders Change
+15
Holders Change %
+1.78%
% of All Funds
19.62%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
2.2%
New
53
Increased
313
Reduced
312
Closed
33
Calls
$17.1M
Puts
$6.47M
Net Calls
+$10.6M
Net Calls Change
+$1.3M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$969M
2
CSIA
Charles Schwab Investment Advisory
California
+$300M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$23.6M
4
VWM
Venturi Wealth Management
Texas
+$14.6M
5
LPL Financial
LPL Financial
California
+$12.2M

Top Sellers

1
RCG
Ruggie Capital Group
Florida
-$83.9B
2
GT
Glenmede Trust
Pennsylvania
-$58.6M
3
SF
Synovus Financial
Georgia
-$53M
4
PCMC
Paragon Capital Management (Colorado)
Colorado
-$46.8M
5
ZB
Zions Bancorporation
Utah
-$37.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$68.5M +$8.98M +88,063 +15%
Brown Advisory
27
Brown Advisory
Maryland
$66.4M -$620K -6,078 -0.9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$61.9M +$3.53M +34,662 +6%
CFA
29
Capstone Financial Advisors
Illinois
$55.8M -$1.23M -12,022 -2%
LNC
30
Lincoln National Corp
Pennsylvania
$50.2M +$2.14M +21,039 +4%
PI
31
PFS Investments
Georgia
$49.3M +$11.2M +110,196 +30%
JIC
32
Joel Isaacson & Co
New York
$48.8M +$1.1M +10,792 +2%
PA
33
Planning Alternatives
Michigan
$47.3M -$37.1K -364 -0.1%
Goldman Sachs
34
Goldman Sachs
New York
$47.3M +$15.4K +151 +0%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$44.1M -$565K -5,542 -1%
MML Investors Services
36
MML Investors Services
Massachusetts
$42.4M +$235K +2,310 +0.6%
AL
37
Aspiriant LLC
California
$41.4M -$1.25M -12,245 -3%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$38.8M +$945K +9,274 +2%
S
39
SignatureFD
Georgia
$37.3M +$4.96M +48,701 +15%
SFSG
40
Stearns Financial Services Group
North Carolina
$36.9M -$1.39M -13,596 -4%
VM
41
VPR Management
Texas
$36.6M – – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$36.3M +$3.88M +38,064 +12%
SF
43
Synovus Financial
Georgia
$36M -$53M -519,554 -59%
Mariner
44
Mariner
Kansas
$34.7M +$49.2K +483 +0.1%
BMM
45
Berkshire Money Management
Massachusetts
$34.2M -$1.14M -11,172 -3%
JFA
46
JNBA Financial Advisors
Minnesota
$33.6M -$491K -4,817 -1%
FTIOP
47
Fiduciary Trust International of Pennsylvania
Pennsylvania
$33.4M +$23.6M +231,460 +132%
SFS
48
Strategic Financial Services
New York
$32.5M +$1.77M +17,373 +6%
DC
49
Derby & Company
Massachusetts
$31.2M +$1.49M +14,650 +5%
AG
50
Advisor Group
Arizona
$31.1M -$180K -1,764 -0.6%
1
2
3 4 5

VIG Hedge Fund Activity: Q2 2018 in Review

857 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2018, worth a combined $9.77B — up 1.6% from $9.61B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VIG positions and 33 closed out — a net gain of 20 holders — while 313 added to existing stakes and 312 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $969M. The largest seller was Ruggie Capital Group, cutting an estimated $83.9B.

  • 857 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2018, up from 842 in Q1 2018.
  • Funds reported $9.77B of Vanguard Dividend Appreciation ETF stock for Q2 2018, up 1.6% quarter-over-quarter.
  • 53 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2018 and 33 closed out, a net change of +20 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $969M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2018 was Ruggie Capital Group, an estimated $83.9B sold.

Based on aggregated 13F filings for Q2 2018.