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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
NFP
576
Narus Financial Partners
Utah
$254K +$9.17K +100 +4%
PWLP
577
Prio Wealth Limited Partnership
Massachusetts
$252K
SFM
578
Signature Financial Management
Virginia
$252K
CC
579
Cadinha & Co
Hawaii
$250K
FAG
580
Financial Advisory Group
Texas
$250K
AW
581
ACG Wealth
Georgia
$248K +$247K +2,689 New
BTIS
582
BB&T Investment Services
North Carolina
$247K -$33.4K -364 -12%
WEC
583
Winslow Evans & Crocker
Massachusetts
$247K +$48.1K +524 +25%
PHS
584
Pekin Hardy Strauss
Illinois
$246K +$243K +2,650 New
IP
585
Investment Partners
Ohio
$245K +$243K +2,649 New
CSIA
586
Charles Schwab Investment Advisory
California
$243K +$241K +2,622 New
FI
587
FormulaFolio Investments
Michigan
$243K +$241K +2,625 New
Comerica Bank
588
Comerica Bank
Texas
$239K -$33.2K -362 -12%
FCB
589
First Command Bank
Texas
$239K -$6.42K -70 -3%
FCFS
590
First Command Financial Services
Texas
$239K -$6.42K -70 -3%
GAM
591
Gould Asset Management
California
$238K
MBT
592
Montecito Bank & Trust
California
$238K
FMW
593
Farr Miller & Washington
District of Columbia
$238K +$235K +2,567 New
NCM
594
Novare Capital Management
North Carolina
$237K +$24K +262 +11%
FPCM
595
Financial Partners Capital Management
New York
$234K
WP
596
WealthSource Partners
California
$234K +$6.51K +71 +3%
CDH
597
Charles D. Hyman
$233K +$22.8K +249 +11%
CCT
598
Country Club Trust
Missouri
$230K +$227K +2,479 New
CCM
599
Crossvault Capital Management
Texas
$229K
RC
600
RegentAtlantic Capital
New Jersey
$229K +$227K +2,470 New

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.