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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
SIA
701
SeaBridge Investment Advisors
New Jersey
$6K
CP
702
Corbenic Partners
Pennsylvania
$5K +$92 +1 +2%
MRCM
703
M&R Capital Management
New Jersey
$5K +$5.14K +56 New
IF
704
Ironwood Financial
Arizona
$4K
CFN
705
Cordasco Financial Network
Florida
$3K
JWA
706
JFS Wealth Advisors
Pennsylvania
$3K
CG
707
Cutler Group
California
$2K +$2.94K +32 New
WAS
708
WESPAC Advisors SoCal
California
$1K
Walleye Trading
709
Walleye Trading
New York
$99 -$128K -1,400 -57%
IWM
710
IHT Wealth Management
Illinois
$12 -$6.05K -66 -6%
CS
711
Credit Suisse
Switzerland
-$4.54M -50,430 Closed
IAA
712
Independent Advisor Alliance
North Carolina
-$4.27M -47,784 Closed
SIC
713
Salem Investment Counselors
North Carolina
-$1.35M -15,037 Closed
CA
714
Cambridge Associates
Massachusetts
-$1.16M -12,930 Closed
TCM
715
Tuttle Capital Management
Connecticut
-$1.11M -12,404 Closed
VEA
716
Virtus ETF Advisers
New York
-$1.12M -12,404 Closed
VF
717
Virtu Financial
New York
-$881K -9,791 Closed
KFA
718
Kays Financial Advisory
Georgia
-$590K -6,559 Closed
RSA
719
Robertson Stephens Advisors
California
-$409K -4,553 Closed
Citadel Advisors
720
Citadel Advisors
Florida
-$337K -3,678 Closed
SG Americas Securities
721
SG Americas Securities
New York
-$321K -3,571 Closed
Bank of Nova Scotia
722
Bank of Nova Scotia
Ontario, Canada
-$284K -3,163 Closed
VKH
723
Virtu KCG Holdings
New York
-$282K -3,140 Closed
TFA
724
Toth Financial Advisory
Virginia
-$257K -2,858 Closed
SS
725
Sunbelt Securities
Texas
-$253K -2,817 Closed

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.