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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
AIM
476
Advantage Investment Management
Iowa
$134K -$482K -5,952 -78%
FCCM
477
First City Capital Management
Georgia
$132K
RBC
478
Roble Belko & Company
Pennsylvania
$131K
CFA
479
CT Financial Advisors
Pennsylvania
$127K
EWM
480
Edge Wealth Management
New York
$115K -$122K -1,500 -51%
VNA
481
Valley National Advisers
Pennsylvania
$115K
CGH
482
Cleary Gull Holdings
Wisconsin
$109K +$112K +1,385 New
WEC
483
Winslow Evans & Crocker
Massachusetts
$107K -$24.3K -300 -18%
CPIG
484
Chicago Partners Investment Group
Illinois
$106K +$109K +1,349 New
LIA
485
LS Investment Advisors
Michigan
$104K
RFA
486
Reilly Financial Advisors
California
$97K +$6.97K +86 +8%
ACS
487
Archford Capital Strategies
Illinois
$96K -$10.5K -130 -10%
RWA
488
Ropes Wealth Advisors
Massachusetts
$94K +$97.2K +1,200 New
APSP
489
Asset Planning Services (Pennsylvania)
Pennsylvania
$89K +$91.7K +1,131 New
FANJ
490
Financial Architects (New Jersey)
New Jersey
$88K +$7.78K +96 +9%
NHFG
491
New Harbor Financial Group
Massachusetts
$82K -$25K -309 -23%
Walleye Trading
492
Walleye Trading
New York
$82K +$84.1K +1,038 New
CP
493
Corbenic Partners
Pennsylvania
$81K
TWA
494
TCI Wealth Advisors
Arizona
$78K
FHA
495
First Horizon Advisors
Tennessee
$74K +$3.24K +40 +4%
BC
496
Bartlett & Co
Ohio
$71K
LWCFA
497
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K
AWM
498
AllSquare Wealth Management
New York
$71K +$9.97K +123 +16%
BAM
499
Barrett Asset Management
New York
$63K
FA
500
Financial Advantage
Maryland
$63K

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.