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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
WIC
126
Woodmont Investment Counsel
Tennessee
$6.77M -$1.5M -16,393 -18%
JGIA
127
Jackson Grant Investment Advisers
Connecticut
$6.76M -$40.7K -444 -0.6%
EDRIA
128
Edmonds Duncan Registered Investment Advisors
Kansas
$6.66M +$64.2K +700 +1%
JFA
129
Johanson Financial Advisors
California
$6.5M +$22.8K +248 +0.4%
DG
130
Davidson & Garrard
Virginia
$6.47M +$42.9K +468 +0.7%
FSA
131
Financial Sense Advisors
California
$6.45M +$5.58M +60,842 +695%
CFA
132
Cahill Financial Advisors
Minnesota
$6.42M -$314K -3,420 -5%
DCM
133
Donaldson Capital Management
Indiana
$6.38M +$436K +4,754 +7%
NFG
134
NewFocus Financial Group
Washington
$6.27M +$418K +4,556 +7%
IA
135
IFP Advisors
Florida
$6.22M -$1.83M -19,996 -23%
PFA
136
Paradigm Financial Advisors
Missouri
$6.17M +$154K +1,683 +3%
SI
137
SII Investments
Wisconsin
$6.16M +$829K +9,039 +16%
FAAS
138
First Allied Advisory Services
California
$6.01M +$687K +7,490 +13%
DADC
139
D.A. Davidson & Co
Montana
$5.93M +$343K +3,740 +6%
OPCM
140
Osborne Partners Capital Management
California
$5.92M +$470K +5,125 +9%
SIAS
141
Shine Investment Advisory Services
Colorado
$5.84M -$12.8K -140 -0.2%
BFM
142
Boston Financial Management
Massachusetts
$5.75M +$122K +1,334 +2%
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$5.69M -$2.38K -26 -0%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$5.67M -$7.52K -82 -0.1%
CA
145
Cetera Advisors
Colorado
$5.63M +$103K +1,125 +2%
NPC
146
National Planning Corporation
California
$5.61M +$743K +8,103 +15%
KTC
147
Kistler-Tiffany Companies
Pennsylvania
$5.57M -$118K -1,283 -2%
HT
148
Hefren-Tillotson
Pennsylvania
$5.48M -$1.75M -19,108 -24%
PP
149
Palladium Partners
Virginia
$5.38M -$24.8K -270 -0.5%
US Bancorp
150
US Bancorp
Minnesota
$5.38M +$310K +3,377 +6%

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.