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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
PFS
476
Prospera Financial Services
Texas
$431K +$21.9K +239 +5%
MAM
477
Meeder Asset Management
Ohio
$429K +$1.93K +21 +0.5%
CCA
478
Clearwater Capital Advisors
Illinois
$423K +$917 +10 +0.2%
LWAC
479
Laurel Wealth Advisors (California)
California
$418K -$39.5K -431 -9%
KC
480
Kingfisher Capital
North Carolina
$417K +$275 +3 +0.1%
VHAM
481
Van Hulzen Asset Management
California
$417K +$413K +4,505 New
KWM
482
Kingsview Wealth Management
Oregon
$416K +$18.5K +202 +5%
CCM
483
Coe Capital Management
Illinois
$410K
GA
484
Greytown Advisors
Florida
$409K
EWA
485
EP Wealth Advisors
California
$409K +$159K +1,737 +65%
SEIA
486
Signature Estate & Investment Advisors
California
$403K -$8.99K -98 -2%
DBT
487
Dubuque Bank & Trust
Iowa
$400K
CIAS
488
Capital Investment Advisory Services
North Carolina
$399K +$93.9K +1,024 +31%
PPA
489
Parametric Portfolio Associates
Washington
$399K +$115K +1,251 +41%
CM
490
Capital Management
Virginia
$397K -$249K -2,719 -39%
NDSI
491
Newman Dignan & Sheerar Inc
Rhode Island
$394K +$3.03K +33 +0.8%
NA
492
NewEdge Advisors
Louisiana
$392K +$72.8K +793 +23%
BFA
493
Bragg Financial Advisors
North Carolina
$390K
WA
494
WFG Advisors
Texas
$385K -$16.4K -179 -4%
CA
495
Capital Advantage
California
$384K -$68K -741 -15%
TSWM
496
Triangle Securities Wealth Management
North Carolina
$384K +$2.66K +29 +0.7%
AWP
497
Ascent Wealth Partners
New York
$382K +$3.39K +37 +0.9%
PVH
498
Psagot Value Holdings
Israel
$371K
SAM
499
Silvercrest Asset Management
New York
$371K
FWM
500
Focused Wealth Management
New York
$370K -$23.4K -255 -6%

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.