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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
EWA
551
Exencial Wealth Advisors
Oklahoma
-$975K -12,017 Closed
LCS
552
Levin Capital Strategies
New York
-$764K -9,500 Closed
EP
553
Edgestream Partners
New Jersey
-$672K -8,347 Closed
HH
554
Hilltop Holdings
Texas
-$510K -6,340 Closed
TCM
555
Tuttle Capital Management
Connecticut
-$487K -6,061 Closed
BUB
556
BBVA USA Bancshares
Texas
-$484K -6,020 Closed
AT
557
Acadia Trust
Maine
-$461K -5,730 Closed
SWA
558
SFMG Wealth Advisors
Texas
-$422K -5,250 Closed
CIBC World Market
559
CIBC World Market
Ontario, Canada
-$354K -4,398 Closed
CP
560
Camelot Portfolios
Ohio
-$344K -4,279 Closed
MFBTD
561
MB Financial Bank - Trust Department
Illinois
-$244K -3,028 Closed
F
562
FutureAdvisor
California
-$222K -2,812 Closed
BJ
563
Brouwer & Janachowski
California
-$218K -2,707 Closed
DIA
564
Denver Investment Advisors
Colorado
-$217K -2,700 Closed
IP
565
Investment Partners
Ohio
-$203K -2,520 Closed
FMT
566
First Mercantile Trust
Tennessee
-$121K -1,500 Closed
MCM
567
McKinley Capital Management
Alaska
-$121K -1,500 Closed
SHJ
568
Sharkey, Howes & Javer
Colorado
-$40K -500 Closed
CCA
569
Catalyst Capital Advisors
New York
-$39K -485 Closed
CYG
570
Clean Yield Group
Vermont
-$35K -435 Closed
AA
571
Apriem Advisors
California
-$28K -350 Closed
AAC
572
Asset Advisors Corp
Georgia
-$22K -270 Closed
IC
573
Intersect Capital
California
-$21K -262 Closed
KPCM
574
Kings Point Capital Management
New York
-$15K -185 Closed
TNB
575
Thomasville National Bank
Georgia
-$5K -57 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.