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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
CCG
201
Chatham Capital Group
Georgia
$3.29M -$100K -1,095 -3%
CA
202
Cambridge Advisors
Nebraska
$3.29M -$115K -1,250 -3%
EHPM
203
Emery Howard Portfolio Management
California
$3.23M -$378K -4,119 -11%
LFAS
204
Level Four Advisory Services
Texas
$3.22M
CIA
205
Capital Investment Advisors
Georgia
$3.19M +$67.8K +739 +2%
CIC
206
Carnegie Investment Counsel
Ohio
$3.16M +$132K +1,441 +4%
RWA
207
Ropes Wealth Advisors
Massachusetts
$3.03M +$122K +1,335 +4%
HMC
208
Harvard Management Company
Massachusetts
$2.99M -$1.02M -11,110 -26%
HCM
209
Hollencrest Capital Management
California
$2.96M +$73.8K +805 +3%
WA1
210
Wimmer Associates 1
California
$2.92M -$89.9K -980 -3%
MCTIC
211
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.89M
REMPR
212
Roof Eidam Maycock Peralta (REMP)
California
$2.88M -$32.1K -350 -1%
JWBC
213
J.W. Burns & Co
New York
$2.87M +$34.1K +372 +1%
DWM
214
Darwin Wealth Management
Florida
$2.85M +$632K +6,891 +29%
MWAC
215
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.85M -$8.16K -89 -0.3%
SSI
216
Scott & Selber Inc
Texas
$2.7M -$68.4K -746 -2%
GI
217
Glovista Investments
New Jersey
$2.68M -$24.8K -270 -0.9%
CDIA
218
Capital Directions Investment Advisors
Georgia
$2.67M +$24.7K +269 +0.9%
WT
219
Washington Trust
Rhode Island
$2.67M +$601K +6,552 +29%
PCP
220
Proficio Capital Partners
Massachusetts
$2.67M +$378K +4,115 +17%
ECM
221
ETrade Capital Management
Virginia
$2.59M +$81.3K +886 +3%
TFO
222
Tarbox Family Office
California
$2.58M -$245K -2,676 -9%
SPL
223
Smart Portfolios LLC
Washington
$2.54M +$108K +1,174 +4%
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$2.5M -$16.6K -181 -0.7%
HC
225
Henshaw Capital
Massachusetts
$2.5M

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.