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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
TNBTD
551
Trustmark National Bank Trust Department
Mississippi
$283K -$404K -4,400 -59%
Schroder Investment Management Group
552
Schroder Investment Management Group
United Kingdom
$280K
APP
553
Avantax Planning Partners
Iowa
$278K -$28.7K -313 -9%
UAS
554
United Asset Strategies
New York
$278K +$12.4K +135 +5%
BWA
555
Burt Wealth Advisors
Maryland
$275K +$263K +2,867 +2,679%
MFW
556
Mosaic Family Wealth
Missouri
$274K +$1.93K +21 +0.7%
MWM
557
Mascoma Wealth Management
New Hampshire
$273K -$206K -2,250 -43%
PFM
558
Parsec Financial Management
North Carolina
$273K +$13.5K +147 +5%
CIC
559
Cornercap Investment Counsel
Georgia
$271K
LIA
560
LBMC Investment Advisors
Tennessee
$271K +$1.83K +20 +0.7%
GRP
561
Global Retirement Partners
California
$269K +$82.4K +898 +45%
SXL
562
Summit X LLC
Missouri
$268K +$266K +2,901 New
B
563
Bailard
California
$267K -$9.08K -99 -3%
AAM
564
Aureus Asset Management
Massachusetts
$267K
VNA
565
Valley National Advisers
Pennsylvania
$265K
CGA
566
Crescent Grove Advisors
Illinois
$265K +$262K +2,857 New
BF
567
Blankinship & Foster
California
$262K
BBA
568
BLB&B Advisors
Pennsylvania
$260K
OAM
569
Oppenheimer Asset Management
New York
$260K +$8.53K +93 +3%
FANJ
570
Financial Architects (New Jersey)
New Jersey
$260K +$56.1K +612 +28%
IMOV
571
Investment Management of Virginia
Virginia
$259K
AB
572
AT Bancorp
Iowa
$259K +$257K +2,800 New
PCM
573
Peak Capital Management
Colorado
$258K +$256K +2,788 New
LGWM
574
Litman Gregory Wealth Management
California
$256K -$40.8K -445 -14%
GIM
575
Goelzer Investment Management
Indiana
$254K +$7.71K +84 +3%

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.