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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
OSNBOA
526
Old Second National Bank of Aurora
Illinois
$321K -$1.38K -15 -0.4%
LPT
527
Legacy Private Trust
Wisconsin
$320K
HCM
528
Hengehold Capital Management
Ohio
$320K +$14.9K +162 +5%
SC
529
Savant Capital
Illinois
$313K +$9.27K +101 +3%
ST
530
Sageworth Trust
Pennsylvania
$311K -$38.9K -424 -11%
1832 Asset Management
531
1832 Asset Management
Ontario, Canada
$311K
BFIM
532
Beese Fulmer Investment Management
Ohio
$311K
CPSAC
533
Chas P. Smith & Associates (CPS)
Florida
$310K
AFG
534
Albion Financial Group
Utah
$308K -$2.11K -23 -0.7%
PA
535
Parkside Advisors
California
$307K +$5.5K +60 +2%
AIM
536
Aspen Investment Management
Michigan
$306K
DIA
537
Denver Investment Advisors
Colorado
$306K
AOWM
538
Alpha Omega Wealth Management
Virginia
$304K +$275 +3 +0.1%
FA
539
FCG Advisors
New Jersey
$304K +$15.9K +173 +6%
NGA
540
Naples Global Advisors
Florida
$298K +$7.34K +80 +3%
TCOO
541
Trust Company of Oklahoma
Oklahoma
$297K
SDWMA
542
Schneider Downs Wealth Management Advisors
Pennsylvania
$295K
BCM
543
Brookmont Capital Management
Texas
$295K +$292K +3,179 New
LA
544
LVW Advisors
New York
$294K -$49.2K -536 -14%
HA
545
Harfst & Associates
Wyoming
$293K
SBL
546
Sargent Bickham Lagudis
Colorado
$291K -$44.2K -482 -13%
WA
547
Winfield Associates
Ohio
$291K -$275 -3 -0.1%
WKWM
548
Walter & Keenan Wealth Management
Indiana
$290K
SNT
549
Security National Trust
West Virginia
$286K -$53.7K -585 -16%
SWM
550
SVA Wealth Management
Wisconsin
$284K +$4.22K +46 +2%

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.