We are live on ! Find out more
VIG icon

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
WTB
501
Washington Trust Bank
Washington
$59K +$42.6K +526 +239%
NC
502
NewSquare Capital
Pennsylvania
$56K
PO
503
Private Ocean
California
$52K
AIC
504
Ayalon Insurance Company
Israel
$48K +$48.6K +600 New
SGC
505
South Georgia Capital
Illinois
$47K
VCM
506
Vigilant Capital Management
Maine
$37K -$18.2K -225 -33%
EK
507
Evensky & Katz
Florida
$35K
TDC
508
Thompson Davis & Co
Virginia
$35K
PCTC
509
Perkins Coie Trust Company
Washington
$34K +$15.2K +188 +75%
CMO
510
Covenant Multifamily Offices
Texas
$33K
SFPM
511
Sensible Financial Planning & Management
Massachusetts
$33K +$33.6K +415 New
MCM
512
MV Capital Management
Maryland
$32K
ANBT
513
American National Bank & Trust
Texas
$31K
LFR
514
Lehman Financial Resources
Pennsylvania
$31K
HDIM
515
Hanson & Doremus Investment Management
Vermont
$30K
HI
516
Hudock Inc
Pennsylvania
$29K
BRWM
517
B. Riley Wealth Management
Tennessee
$28K
WA
518
Winfield Associates
Ohio
$25K
FNBSF
519
First National Bank Sioux Falls
South Dakota
$23K
CHC
520
City Holding Co
West Virginia
$18K
BCM
521
Blume Capital Management
California
$17K
Simplex Trading
522
Simplex Trading
Illinois
$14K +$14.8K +183 New
GAM
523
Gemmer Asset Management
California
$13K -$16.2K -200 -54%
PAI
524
Pittenger & Anderson Inc
Nebraska
$12K
BAM
525
Brave Asset Management
New Jersey
$11K

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.