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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
HT
676
Heritage Trust
Oklahoma
$46K +$45.9K +500 New
PO
677
Private Ocean
California
$44K +$275 +3 +0.6%
SFSIG
678
San Francisco Sentry Investment Group
California
$43K +$42.1K +459 New
PCTC
679
Perkins Coie Trust Company
Washington
$41K
WIM
680
Weitz Investment Management
Nebraska
$40K
EK
681
Evensky & Katz
Florida
$36K +$367 +4 +1%
RFWA
682
RPg Family Wealth Advisory
Massachusetts
$35.2K
GI
683
Gradient Investments
Minnesota
$35K +$1.93K +21 +6%
HI
684
Hudock Inc
Pennsylvania
$34K
FPB
685
First PREMIER Bank
South Dakota
$33K
KF
686
Krilogy Financial
Missouri
$33K +$275 +3 +0.9%
AP
687
Atwood & Palmer
Missouri
$32K +$32.1K +350 New
LWA
688
Lowe Wealth Advisors
Maryland
$31K
SIM
689
Sonora Investment Management
Arizona
$29.1K
CT
690
Clearstead Trust
Maine
$29K +$28.9K +315 New
WAM
691
Watermark Asset Management
California
$28K +$275 +3 +1%
CHC
692
City Holding Co
West Virginia
$22K
First Manhattan
693
First Manhattan
New York
$20K -$4.68K -51 -18%
BIMC
694
Benson Investment Management Company
Virginia
$17K
CBT
695
Capital Bank & Trust
California
$17K +$17.1K +186 New
PFBT
696
Parkside Financial Bank & Trust
Missouri
$16K -$39.4K -430 -72%
IAS
697
INR Advisory Services
Pennsylvania
$12K
CWM
698
Cedar Wealth Management
California
$9K
NIC
699
Northwest Investment Counselors
Oregon
$9K +$9.08K +99 New
Simplex Trading
700
Simplex Trading
Illinois
$8K +$8.44K +92 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.