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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
Northern Trust
101
Northern Trust
Illinois
$9.09M +$1.32M +14,409 +17%
RCG
102
Ruggie Capital Group
Florida
$9.04M +$129K +1,410 +1%
MA
103
Montag & Associates
Georgia
$8.95M -$57.8K -630 -0.6%
CWM
104
Cornerstone Wealth Management
Missouri
$8.84M +$479K +5,217 +6%
NEPWA
105
New England Private Wealth Advisors
Massachusetts
$8.76M +$146K +1,593 +2%
UCFA
106
United Capital Financial Advisors
Texas
$8.74M -$55.4K -604 -0.6%
AMG
107
Asset Management Group
Connecticut
$8.33M -$328K -3,571 -4%
FTIOP
108
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.33M +$4.19M +45,669 +103%
PWW
109
Pettyjohn Wood & White
Virginia
$8.27M -$148K -1,608 -2%
MWM
110
Modera Wealth Management
New Jersey
$8.23M -$78.5K -856 -1%
CCM
111
Coldstream Capital Management
Washington
$8.16M -$31.8K -347 -0.4%
BEC
112
Blue Edge Capital
Virginia
$7.91M +$228K +2,483 +3%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$7.91M -$552K -6,016 -7%
FHC
114
First Heartland Consultants
Missouri
$7.63M +$59.4K +647 +0.8%
AAP
115
Arax Advisory Partners
Colorado
$7.52M -$1.47K -16 -0%
DMC
116
Drexel Morgan & Co
Pennsylvania
$7.46M +$3.58K +39 +0%
CTC
117
Central Trust Company
Missouri
$7.39M -$741K -8,077 -9%
LNB
118
Ledyard National Bank
$7.36M -$3.85K -42 -0.1%
IAA
119
Ironsides Asset Advisors
North Carolina
$7.33M -$605K -6,600 -8%
CL
120
Choreo LLC
Illinois
$7.24M +$331K +3,609 +5%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$7.12M +$228K +2,489 +3%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.89M +$456K +4,970 +7%
LA
123
Leonetti & Associates
Illinois
$6.87M -$116K -1,259 -2%
EVM
124
Eaton Vance Management
Massachusetts
$6.82M -$27.6K -301 -0.4%
ACP
125
Ashfield Capital Partners
California
$6.81M -$49.8K -543 -0.7%

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.