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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
GAM
651
Gemmer Asset Management
California
$92K +$56.3K +614 +164%
CAL
652
Capital Analysts LLC
Pennsylvania
$91.1K -$91.6K -998 -50%
VIA
653
Vantage Investment Advisors
Pennsylvania
$91K
PA
654
Perennial Advisors
New York
$85K +$92 +1 +0.1%
WTB
655
Washington Trust Bank
Washington
$83K -$143K -1,557 -63%
RBC
656
Roble Belko & Company
Pennsylvania
$82K
BWM
657
Baystate Wealth Management
Massachusetts
$81K -$98.9K -1,078 -55%
LIA
658
LS Investment Advisors
Michigan
$78K
RAM
659
Riggs Asset Management
Pennsylvania
$76K +$75.3K +821 New
RFA
660
Reilly Financial Advisors
California
$75K -$26K -283 -26%
DPA
661
Delphi Private Advisors
California
$75K +$40.5K +442 +105%
BBHC
662
Brown Brothers Harriman & Co
New York
$74K
WHG
663
Westwood Holdings Group
Texas
$72K +$71.6K +781 New
OC
664
Oakworth Capital
Alabama
$68K
AIM
665
Advantage Investment Management
Iowa
$66K
CS
666
Credential Securities
$63.1K +$62.8K +685 New
ANBT
667
American National Bank & Trust
Texas
$63K -$76.7K -836 -55%
NSB
668
Norway Savings Bank
Maine
$63K
BC
669
Bartlett & Co
Ohio
$62K -$13.8K -150 -18%
NC
670
NewSquare Capital
Pennsylvania
$61K
EWM
671
Edge Wealth Management
New York
$59K
WAP
672
Wealthcare Advisory Partners
Pennsylvania
$57K +$367 +4 +0.7%
BAM
673
Barrett Asset Management
New York
$49K
PAI
674
Pittenger & Anderson Inc
Nebraska
$49K +$34.4K +375 +250%
MFBTD
675
MB Financial Bank - Trust Department
Illinois
$46K

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.