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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
First Manhattan
526
First Manhattan
New York
$11K
CAL
527
Capital Analysts LLC
Pennsylvania
$10.5K +$10.9K +134 New
IAS
528
INR Advisory Services
Pennsylvania
$10K
MWP
529
MYCIO Wealth Partners
Pennsylvania
$10K
BWA
530
Burt Wealth Advisors
Maryland
$8K
AIP
531
Ameritas Investment Partners
Nebraska
$7K -$4.05K -50 -33%
SIA
532
SeaBridge Investment Advisors
New Jersey
$6K
RAM
533
Riggs Asset Management
Pennsylvania
$5K
GI
534
Gradient Investments
Minnesota
$5K +$1.62K +20 +53%
FHC
535
First Heartland Consultants
Missouri
$4.88K +$262K +3,233 +5%
Canada Life
536
Canada Life
Manitoba, Canada
$3K -$2.43K -30 -46%
FMP
537
Financial Management Professionals
Texas
$3K
JWA
538
JFS Wealth Advisors
Pennsylvania
$3K
CFA
539
Camarda Financial Advisors
Florida
$3K +$2.67K +33 New
TCM
540
Tradewinds Capital Management
Washington
$3K +$2.92K +36 New
WAS
541
Winch Advisory Services
Wisconsin
$3K +$3.24K +40 New
WBG
542
Wharton Business Group
Pennsylvania
$2.92K +$176K +2,170 +6%
Fiera Capital (Canada)
543
Fiera Capital (Canada)
Quebec, Canada
$2.85K -$61.6K -760 -2%
FNBT
544
FineMark National Bank & Trust
Florida
$1K
PSI
545
Pinnacle Summer Investments
Virginia
-$8.18M -101,586 Closed
NSLI
546
Nan Shan Life Insurance
Taiwan
-$6.21M -77,225 Closed
EPP
547
ETF Portfolio Partners
Kansas
-$4.83M -60,089 Closed
SG Americas Securities
548
SG Americas Securities
New York
-$4.24M -52,688 Closed
VKH
549
Virtu KCG Holdings
New York
-$1.47M -18,273 Closed
AL
550
Agran Libbie
California
-$1.38M -17,193 Closed

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.