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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
MHIC
501
Marble Harbor Investment Counsel
Massachusetts
$368K
BG
502
Bahl & Gaynor
Ohio
$368K +$7.16K +78 +2%
SGAM
503
Steinberg Global Asset Management
Florida
$365K -$109K -1,192 -23%
PWM
504
Perigon Wealth Management
California
$364K -$4.31K -47 -1%
EDRH
505
Edmond de Rothschild Holding
Switzerland
$364K
PP
506
Patten & Patten
Tennessee
$363K
BCM
507
Boltwood Capital Management
California
$362K
TIM
508
Tortoise Investment Management
New York
$358K
SCA
509
STALEY CAPITAL ADVISERS
Pennsylvania
$354K +$22.9K +250 +7%
DY
510
Dowling & Yahnke
California
$347K -$10.1K -110 -3%
QCMC
511
Quantum Capital Management (California)
California
$346K -$5.05K -55 -1%
ECM
512
Evergreen Capital Management
Washington
$345K +$341K +3,722 New
AWM
513
Altavista Wealth Management
North Carolina
$342K +$13.3K +145 +4%
B
514
BancorpSouth
Mississippi
$338K +$334K +3,643 New
SEI Investments
515
SEI Investments
Pennsylvania
$336K +$30K +327 +10%
CWM
516
Concert Wealth Management
California
$335K -$644K -7,015 -66%
Fisher Asset Management
517
Fisher Asset Management
Washington
$334K +$330K +3,601 New
CSM
518
CAMG Solamere Management
North Carolina
$333K
MSAM
519
Moloney Securities Asset Management
Missouri
$333K +$826 +9 +0.3%
AIM
520
Avity Investment Management
Connecticut
$331K
DE
521
Day & Ennis
Georgia
$331K +$10.6K +116 +3%
CAM
522
Covenant Asset Management
New Jersey
$328K
NFG
523
Nations Financial Group
Iowa
$327K -$42K -458 -11%
HCM
524
HMS Capital Management
Tennessee
$325K
MPI
525
Mairs & Power Inc
Minnesota
$322K

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.