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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
Bank of America
1
Bank of America
North Carolina
$1.54B -$52.8M -575,552 -3%
Morgan Stanley
2
Morgan Stanley
New York
$625M +$16.2M +176,267 +3%
W
3
Wealthfront
California
$407M +$58M +632,693 +17%
UBS Group
4
UBS Group
Switzerland
$401M +$8.88M +96,839 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$375M +$19.9M +217,052 +6%
Wells Fargo
6
Wells Fargo
California
$263M +$12M +131,229 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$225M -$10.4M -112,879 -4%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$215M +$12.2M +132,933 +6%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$194M -$15.1M -164,775 -7%
WIM
10
Windhaven Investment Management
Massachusetts
$182M -$31.4M -342,277 -15%
HB
11
Homrich & Berg
Georgia
$181M +$1.54M +16,828 +0.9%
LPL Financial
12
LPL Financial
California
$181M +$3.63M +39,556 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$137M -$766K -8,347 -0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$110M +$284K +3,096 +0.3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$91.3M +$23M +250,910 +34%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$80.3M -$1.33M -14,483 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$75.7M +$1.94M +21,112 +3%
SF
18
Synovus Financial
Georgia
$74.4M -$2.12M -23,074 -3%
William Blair & Company
19
William Blair & Company
Illinois
$72.6M +$6.43M +70,131 +10%
MML Investors Services
20
MML Investors Services
Massachusetts
$71.6M +$871K +9,496 +1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$65.7M -$2.04M -22,272 -3%
Brown Advisory
22
Brown Advisory
Maryland
$63.8M -$58.1K -633 -0.1%
JP Morgan Chase
23
JP Morgan Chase
New York
$63.5M -$17M -185,393 -21%
SHCM
24
Stokes & Hubbell Capital Management
Louisiana
$60M +$2.03M +22,167 +4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$57.2M +$959K +10,457 +2%

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.