Vanguard Dividend Appreciation ETF
VIG
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.
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: 72 → 80 (+8)
4% more funds holding
Funds holding: 685 → 710 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$58M |
| 2 |
PAS
Park Avenue Securities
New York
|
+$40.9M |
| 3 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
+$40.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$23M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$52.8M |
| 2 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$52.1M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$31.4M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$20.1M |
| 5 |
JP Morgan Chase
New York
|
-$17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
726
Cubic Asset Management
Boston,
Massachusetts
| – | -$247K | -2,746 | Closed |
|
|
CSIC
727
Clifford Swan Investment Counsel
Pasadena,
California
| – | -$237K | -2,631 | Closed |
|
|
ZF
728
Zhang Financial
Portage,
Michigan
| – | -$255K | -2,445 | Closed |
|
|
ST
729
Sabal Trust
St. Petersburg,
Florida
| – | -$207K | -2,300 | Closed |
|
|
MCM
730
Murphy Capital Management
Bedminster,
New Jersey
| – | -$205K | -2,282 | Closed |
|
|
OAJ
731
Ogorek Anthony Joseph
Williamsville,
New York
| – | -$62K | -700 | Closed |
|
|
WP
732
WealthPLAN Partners
Omaha,
Nebraska
| – | -$29.4K | -329 | Closed |
|
|
AA
733
Apriem Advisors
Irvine,
California
| – | -$26K | -284 | Closed |
|
734
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$23K | -265 | Closed |
|
|
CGT
735
Capital Guardian Trust
Los Angeles,
California
| – | -$17K | -186 | Closed |
|
|
WAS
736
Winch Advisory Services
Appleton,
Wisconsin
| – | -$7K | -75 | Closed |
|
|
SAM
737
Solaris Asset Management
New York
| – | -$5K | -51 | 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.