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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
BC
176
Brinker Capital
Pennsylvania
$3.91M +$431K +4,699 +13%
AC
177
Alexandria Capital
Virginia
$3.85M -$173K -1,883 -4%
BFS
178
Bradley Foster & Sargent
Connecticut
$3.85M +$2.29K +25 +0.1%
BF
179
BOK Financial
Oklahoma
$3.77M -$240K -2,615 -6%
SQA
180
Simon Quick Advisors
New Jersey
$3.76M -$260K -2,831 -7%
TFCP
181
Twin Focus Capital Partners
Massachusetts
$3.75M -$174K -1,900 -4%
X
182
Xponance
Pennsylvania
$3.74M +$3.67M +40,013 New
WIP
183
Wellesley Investment Partners
Massachusetts
$3.71M -$36.1K -393 -1%
NG
184
Northstar Group
New York
$3.71M -$36.7K -400 -1%
MC
185
Moors & Cabot
Massachusetts
$3.7M +$92.5K +1,008 +3%
FIM
186
Frontier Investment Management
Texas
$3.7M +$3.66M +39,922 New
CS
187
Comerica Securities
Michigan
$3.69M +$521K +5,675 +17%
AT
188
Arden Trust
Delaware
$3.68M -$161K -1,755 -4%
SC
189
SouthState Corp
Florida
$3.66M -$58.9K -642 -2%
CAS
190
Cue Advisory Services
Arizona
$3.65M +$66.4K +724 +2%
HFS
191
HL Financial Services
Kentucky
$3.55M +$144K +1,575 +4%
PA
192
Parallel Advisors
California
$3.51M +$592K +6,456 +21%
RFM
193
Royal Fund Management
Florida
$3.49M +$795K +8,661 +30%
WTC
194
WhitTier Trust Company
Nevada
$3.48M
CB
195
Chemical Bank
Michigan
$3.46M -$627K -6,836 -15%
Two Sigma Investments
196
Two Sigma Investments
New York
$3.42M +$3.39M +36,900 New
KCM
197
Karp Capital Management
California
$3.35M +$118K +1,290 +4%
VCM
198
Versant Capital Management
Arizona
$3.33M -$136K -1,479 -4%
BFEC
199
Benjamin F. Edwards & Company
Missouri
$3.31M +$36.5K +398 +1%
New York State Common Retirement Fund
200
New York State Common Retirement Fund
New York
$3.29M +$3.26M +35,540 New

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.