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Vanguard Dividend Appreciation ETF

842 hedge funds and large institutions have $9.75B invested in Vanguard Dividend Appreciation ETF in 2017 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 303 increasing their positions, 255 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 32

49% more call options, than puts

Call options by funds: $7.93M | Put options by funds: $5.33M

23% more funds holding in top 10

Funds holding in top 10: 7896 (+18)

19% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 255

17% more funds holding

Funds holding: 718842 (+124)

11% more capital invested

Capital invested by funds: $8.79B → $9.75B (+$956M)

0.93% more ownership

Funds ownership: 34.81%35.74% (+0.93%)

Holders
842
Holders Change
+124
Holders Change %
+17.27%
% of All Funds
19.1%
Holding in Top 10
96
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.08%
% of All Funds
2.18%
New
164
Increased
303
Reduced
255
Closed
32
Calls
$7.93M
Puts
$5.33M
Net Calls
+$2.6M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
226
Hollencrest Capital Management
California
$3.29M +$16.5K +168 +0.5%
BAAM
227
Baker Avenue Asset Management
California
$3.29M +$2.2M +22,370 +227%
JFGIW
228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.29M +$1.7M +17,222 +115%
CCG
229
Chatham Capital Group
Georgia
$3.28M -$325K -3,300 -9%
HMC
230
Harvard Management Company
Massachusetts
$3.25M -$34.2K -347 -1%
MWAC
231
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.25M +$173K +1,757 +6%
MGIA
232
Matthew Goff Investment Advisor
Texas
$3.22M -$101K -1,025 -3%
SSI
233
Scott & Selber Inc
Texas
$3.19M +$27.7K +281 +0.9%
MCTIC
234
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.17M
SI
235
SII Investments
Wisconsin
$3.11M -$3.22M -32,726 -52%
GI
236
Glovista Investments
New Jersey
$3.08M +$68.4K +695 +2%
WA1
237
Wimmer Associates 1
California
$3.08M -$55K -559 -2%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$3.06M -$1.5M -15,274 -34%
TFCP
239
Twin Focus Capital Partners
Massachusetts
$3.05M -$470K -4,774 -14%
JWBC
240
J.W. Burns & Co
New York
$3.04M -$67.8K -689 -2%
FHA
241
Flagship Harbor Advisors
Massachusetts
$3.03M +$139K +1,412 +5%
WT
242
Washington Trust
Rhode Island
$3.02M +$103K +1,044 +4%
VFA
243
Voya Financial Advisors
Connecticut
$3.01M +$334K +3,393 +13%
Fiera Capital (Canada)
244
Fiera Capital (Canada)
Quebec, Canada
$3.01M -$24.6K -250 -0.8%
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$3M -$70.1K -712 -2%
PCP
246
Proficio Capital Partners
Massachusetts
$2.94M +$96.5K +980 +4%
ACI
247
Alpha Cubed Investments
California
$2.88M +$304K +3,088 +12%
CDIA
248
Capital Directions Investment Advisors
Georgia
$2.88M +$13.5K +137 +0.5%
AP
249
Arlington Partners
Alabama
$2.85M +$2.75M +27,919 New
TSS
250
Two Sigma Securities
New York
$2.85M -$4.7M -47,709 -63%

VIG Hedge Fund Activity: Q4 2017 in Review

842 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2017, worth a combined $9.75B — up 11% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new VIG positions and 32 closed out — a net gain of 132 holders — while 303 added to existing stakes and 255 trimmed.

The largest buyer was Wealthfront, adding an estimated $69.2M. The largest seller was Aspiriant LLC, cutting an estimated $31.2M.

  • 842 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2017, up from 718 in Q3 2017.
  • Funds reported $9.75B of Vanguard Dividend Appreciation ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 164 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2017 and 32 closed out, a net change of +132 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2017 was Wealthfront, an estimated $69.2M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2017 was Aspiriant LLC, an estimated $31.2M sold.

Based on aggregated 13F filings for Q4 2017.