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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
PCA
626
Peddock Capital Advisors
Massachusetts
$190K
FHA
627
First Horizon Advisors
Tennessee
$188K
AIM
628
Arcadia Investment Management
Michigan
$188K +$78.1K +851 +72%
WCM
629
Wealthcare Capital Management
Virginia
$171K
AIM
630
Anchor Investment Management
South Carolina
$152K
ACM
631
Armbruster Capital Management
New York
$149K +$55.8K +608 +61%
FPS
632
Fieldpoint Private Securities
Connecticut
$148K
Barclays
633
Barclays
United Kingdom
$142K +$49.2K +536 +54%
BRC
634
Bell Rock Capital
Delaware
$140K +$2.29K +25 +2%
FWP
635
Fiduciary Wealth Partners
Massachusetts
$137K -$125K -1,363 -48%
AI
636
ArchPoint Investors
Florida
$136K
MCM
637
MV Capital Management
Maryland
$131K
TWA
638
TCI Wealth Advisors
Arizona
$127K +$1.01K +11 +0.8%
BlackRock
639
BlackRock
New York
$127K +$6.97K +76 +6%
CCM
640
Cribstone Capital Management
Maine
$124K -$96.3K -1,050 -44%
BCFS
641
Butensky & Cohen Financial Security
Florida
$120K +$54.9K +598 +86%
GEA
642
Glen Eagle Advisors
New Jersey
$120K
BBPWM
643
Blue Bell Private Wealth Management
Pennsylvania
$117K
AF
644
Allworth Financial
California
$115K +$10K +109 +10%
APSP
645
Asset Planning Services (Pennsylvania)
Pennsylvania
$112K -$8.44K -92 -7%
ADL
646
Asset Dedication LLC
California
$111K -$30.6K -334 -22%
GWS
647
Glassman Wealth Services
Virginia
$109K +$108K +1,175 New
JCM
648
Jacobi Capital Management
Pennsylvania
$108K +$79.5K +867 +289%
AWM
649
AllSquare Wealth Management
New York
$102K
QCG
650
Quadrant Capital Group
Ohio
$98K

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.