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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
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$224K +$84.4K +920 +61%
MGIA
602
Moneta Group Investment Advisors
Missouri
$224K
PFO
603
Pathstone Family Office
New Jersey
$223K
MCM
604
MAI Capital Management
Ohio
$223K +$221K +2,409 New
DW
605
Domani Wealth
Pennsylvania
$222K
HDIM
606
Hanson & Doremus Investment Management
Vermont
$222K +$2.75K +30 +1%
DWM
607
Destination Wealth Management
California
$221K +$219K +2,388 New
BOS
608
Bingham Osborn & Scarborough
California
$220K
SCM
609
Shelton Capital Management
Colorado
$220K +$217K +2,369 New
Charles Schwab
610
Charles Schwab
California
$219K -$167K -1,823 -44%
SPIA
611
Steward Partners Investment Advisory
New York
$219K +$21K +229 +11%
MWM
612
Marietta Wealth Management
Georgia
$218K -$27.5K -300 -11%
SBIA
613
Sheaff Brock Investment Advisors
Indiana
$217K -$113K -1,233 -34%
EHC
614
Everett Harris & Co
California
$212K -$45.9K -500 -18%
SMC
615
Smith, Moore & Co
Missouri
$211K +$209K +2,276 New
TNB
616
Thomasville National Bank
Georgia
$211K +$209K +2,279 New
AWS
617
AJ Wealth Strategies
New York
$209K -$253K -2,756 -55%
Neuberger Berman Group
618
Neuberger Berman Group
New York
$208K -$141K -1,537 -41%
LCM
619
LVM Capital Management
Michigan
$208K +$367 +4 +0.2%
UBS AM
620
UBS AM
Illinois
$207K +$105K +1,148 +106%
CL
621
CPWM LLC
Washington
$206K -$35.9K -391 -15%
FC
622
Ferris Capital
Massachusetts
$204K +$202K +2,198 New
KIA
623
Kopp Investment Advisors
Minnesota
$204K +$202K +2,200 New
PG
624
Patten Group
Tennessee
$201K +$17K +185 +9%
OIA
625
Optimum Investment Advisors
Illinois
$201K +$199K +2,174 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.