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Vanguard Dividend Appreciation ETF

542 hedge funds and large institutions have $6.94B invested in Vanguard Dividend Appreciation ETF in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 190

3% more funds holding

Funds holding: 524542 (+18)

0% less capital invested

Capital invested by funds: $6.95B → $6.94B (-$4.23M)

0.18% less ownership

Funds ownership: 35.01%34.83% (-0.18%)

1% less funds holding in top 10

Funds holding in top 10: 8584 (-1)

33% less call options, than puts

Call options by funds: $3M | Put options by funds: $4.51M

Holders
542
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
14.44%
Holding in Top 10
84
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.18%
% of All Funds
2.24%
New
52
Increased
227
Reduced
190
Closed
25
Calls
$3M
Puts
$4.51M
Net Calls
-$1.5M
Net Calls Change
-$491K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
551
Atria Investments
North Carolina
-$3.71M -45,727 Closed
VF
552
Virtu Financial
New York
-$2.88M -35,435 Closed
SCA
553
Strategic Capital Alternatives
United States
-$2.17M -26,711 Closed
EWM
554
Elite Wealth Management
Washington
-$1.71M -21,131 Closed
JIC
555
JRM Investment Counsel
Nebraska
-$1.28M -15,785 Closed
MHIC
556
Marble Harbor Investment Counsel
Massachusetts
-$394K -4,853 Closed
AUB
557
Atlantic Union Bankshares
Virginia
-$301K -3,709 Closed
BSW
558
Buckingham Strategic Wealth
Missouri
-$266K -3,281 Closed
TNBTD
559
Trustmark National Bank Trust Department
Mississippi
-$260K -3,200 Closed
BWM
560
Braver Wealth Management
Massachusetts
-$252K -3,107 Closed
PCA
561
Personal Capital Advisors
California
-$239K -2,944 Closed
CTA
562
Chesley Taft & Associates
Illinois
-$221K -2,724 Closed
ZF
563
Zhang Financial
Michigan
-$219K -2,695 Closed
WF
564
Welch & Forbes
Massachusetts
-$203K -2,500 Closed
RC
565
RegentAtlantic Capital
New Jersey
-$82.4K -1,015 Closed
PIM
566
Parasol Investment Management
Illinois
-$41K -502 Closed
AssetMark Inc
567
AssetMark Inc
California
-$34K -417 Closed
Betterment LLC
568
Betterment LLC
New York
-$18K -225 Closed

VIG Hedge Fund Activity: Q1 2015 in Review

542 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2015, worth a combined $6.94B — down 0.06% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VIG positions and 25 closed out — a net gain of 27 holders — while 227 added to existing stakes and 190 trimmed.

The largest buyer was Bank of America, adding an estimated $497M. The largest seller was Windhaven Investment Management, cutting an estimated $591M.

  • 542 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2015, up from 524 in Q4 2014.
  • Funds reported $6.94B of Vanguard Dividend Appreciation ETF stock for Q1 2015, down 0.06% quarter-over-quarter.
  • 52 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2015 and 25 closed out, a net change of +27 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2015 was Bank of America, an estimated $497M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2015 was Windhaven Investment Management, an estimated $591M sold.

Based on aggregated 13F filings for Q1 2015.