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Vanguard Dividend Appreciation ETF

542 hedge funds and large institutions have $6.73B invested in Vanguard Dividend Appreciation ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 179 increasing their positions, 209 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $3.98M

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

0.49% more ownership

Funds ownership: 34.83%35.32% (+0.49%)

0% more funds holding

Funds holding: 542542 (0)

3% less capital invested

Capital invested by funds: $6.94B → $6.73B (-$209M)

12% less funds holding in top 10

Funds holding in top 10: 8474 (-10)

14% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 209

Holders
542
Holders Change
Holders Change %
0%
% of All Funds
14.6%
Holding in Top 10
74
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-11.9%
% of All Funds
1.99%
New
41
Increased
179
Reduced
209
Closed
32
Calls
$5.47M
Puts
$3.98M
Net Calls
+$1.49M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
126
Shine Investment Advisory Services
Colorado
$5.84M -$13.8K -170 -0.2%
Jane Street
127
Jane Street
New York
$5.6M -$189K -2,327 -3%
ICOA
128
Investment Centers of America
North Dakota
$5.47M -$553K -6,820 -9%
PP
129
Palladium Partners
Virginia
$5.05M -$98K -1,209 -2%
Creative Planning
130
Creative Planning
Kansas
$5.04M +$137K +1,695 +3%
MC
131
Moors & Cabot
Massachusetts
$5.01M -$283K -3,489 -5%
DP
132
Dearborn Partners
Illinois
$4.94M -$172K -2,125 -3%
DG
133
Davidson & Garrard
Virginia
$4.76M +$6.24K +77 +0.1%
Stifel Financial
134
Stifel Financial
Missouri
$4.73M -$455K -5,611 -9%
HSA
135
HBK Sorce Advisory
Pennsylvania
$4.72M -$1.35M -16,620 -22%
HP
136
HT Partners
Connecticut
$4.71M +$15.2K +187 +0.3%
NFG
137
NewFocus Financial Group
Washington
$4.7M +$88.7K +1,094 +2%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$4.66M +$137K +1,688 +3%
CFA
139
Cahill Financial Advisors
Minnesota
$4.66M +$25.8K +318 +0.5%
NFG
140
Next Financial Group
Texas
$4.42M +$27.4K +338 +0.6%
CA
141
Cetera Advisors
Colorado
$4.4M +$578K +7,131 +15%
AC
142
Alexandria Capital
Virginia
$4.39M -$433K -5,345 -9%
NPC
143
National Planning Corporation
California
$4.2M +$69.4K +856 +2%
CTC
144
Central Trust Company
Missouri
$4.12M +$1.33M +16,382 +45%
PFA
145
Paradigm Financial Advisors
Missouri
$4.11M +$15.7K +194 +0.4%
NFG
146
Nadler Financial Group
Illinois
$4.11M -$4.7M -58,048 -53%
JMFC
147
J.M. Forbes & Co
Massachusetts
$4.11M +$14.9K +184 +0.4%
LIM
148
Leavell Investment Management
Alabama
$3.97M -$602K -7,428 -13%
MNA
149
Manning & Napier Advisors
New York
$3.8M
ACP
150
Ashfield Capital Partners
California
$3.79M +$421K +5,200 +12%

VIG Hedge Fund Activity: Q2 2015 in Review

542 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2015, worth a combined $6.73B — down 3% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VIG positions and 32 closed out — a net gain of 9 holders — while 179 added to existing stakes and 209 trimmed.

The largest buyer was Mizuho Bank, opening a new position worth an estimated $25.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $36.3M.

  • 542 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $6.73B of Vanguard Dividend Appreciation ETF stock for Q2 2015, down 3% quarter-over-quarter.
  • 41 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2015 and 32 closed out, a net change of +9 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2015 was Mizuho Bank, an estimated $25.1M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2015 was Raymond James Financial Services Advisors, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2015.