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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
JWM
76
Jacobus Wealth Management
Wisconsin
$13.5M -$258K -2,817 -2%
WP
77
WMS Partners
Maryland
$13.4M -$247K -2,694 -2%
GC
78
Gibson Capital
Pennsylvania
$13M -$638K -6,950 -5%
AA
79
Ancora Advisors
Ohio
$12.9M -$16.1K -176 -0.1%
BMCM
80
Bryn Mawr Capital Management
Pennsylvania
$12.7M -$1.18M -12,818 -9%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$12.6M +$476K +5,191 +4%
CFA
82
Carroll Financial Associates
North Carolina
$12.5M +$460K +5,017 +4%
PAG
83
Private Advisor Group
New Jersey
$12.1M -$1.65M -18,040 -12%
CAL
84
Capital Advisors Ltd
Ohio
$12M +$312K +3,400 +3%
CWA
85
Cypress Wealth Advisors
California
$12M -$4.85M -52,889 -29%
SI
86
Stephens Inc
Arkansas
$11.8M +$6.18M +67,403 +113%
TCM
87
TD Capital Management
Tennessee
$11.7M -$400K -4,356 -3%
SB
88
Suntrust Banks
Georgia
$11.6M +$341K +3,721 +3%
DWM
89
Doyle Wealth Management
Florida
$11.4M +$39.6K +432 +0.4%
CCM
90
Covington Capital Management
California
$11.4M +$239K +2,609 +2%
WIC
91
Whitegate Investment Counselors
New Hampshire
$11.1M -$198K -2,157 -2%
SFM
92
Signet Financial Management
New Jersey
$11M -$294K -3,201 -3%
NHC
93
Nicholas Hoffman & Company
Georgia
$10.8M +$997K +10,871 +10%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$10.8M +$1.05M +11,408 +11%
WFWM
95
Wechter Feldman Wealth Management
New Jersey
$10.6M +$265K +2,886 +3%
ICOA
96
Investment Centers of America
North Dakota
$10.5M -$1.37M -14,978 -12%
SIA
97
Starfire Investment Advisers
Michigan
$10.3M -$15.3K -167 -0.1%
ONB
98
Old National Bancorp
Indiana
$10.1M -$295K -3,212 -3%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$9.91M +$610K +6,645 +7%
WT
100
Whittier Trust
California
$9.61M -$156K -1,705 -2%

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.