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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
HC
251
Henshaw Capital
Massachusetts
$2.75M
TFO
252
Tarbox Family Office
California
$2.75M +$29.2K +297 +1%
RFS
253
Rockefeller Financial Services
New York
$2.72M
AP
254
Appleton Partners
Massachusetts
$2.72M -$24.8K -252 -0.9%
SPC
255
Sigma Planning Corp
Michigan
$2.68M +$31.2K +317 +1%
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.67M -$3.05M -30,998 -54%
CAG
257
Crestwood Advisors Group
Massachusetts
$2.62M +$86.4K +877 +4%
SPL
258
Smart Portfolios LLC
Washington
$2.59M -$118K -1,203 -5%
BOH
259
Bank of Hawaii
Hawaii
$2.57M -$7.88K -80 -0.3%
TCOV
260
Trust Company of Vermont
Vermont
$2.56M -$5.91K -60 -0.2%
RJT
261
Raymond James Trust
Florida
$2.55M -$20K -203 -0.8%
CTA
262
Chesley Taft & Associates
Illinois
$2.48M -$76.5K -777 -3%
SCI
263
S&CO Inc
Massachusetts
$2.48M
AFA
264
Aurora Financial Advisors
Massachusetts
$2.44M +$2.36M +23,951 New
EHPM
265
Emery Howard Portfolio Management
California
$2.44M -$1.1M -11,163 -32%
TFS
266
TrustCore Financial Services
Tennessee
$2.4M +$2.32M +23,517 New
IFWM
267
Institute for Wealth Management
Colorado
$2.39M +$85.8K +871 +4%
MHS
268
M Holdings Securities
Oregon
$2.31M -$93.9K -954 -4%
A
269
AdvicePeriod
California
$2.3M +$2.22M +22,537 New
GA
270
Greytown Advisors
Florida
$2.3M +$1.78M +18,084 +410%
NIA
271
Northstar Investment Advisors
Colorado
$2.29M -$8.17K -83 -0.4%
NFC
272
Northeast Financial Consultants
Connecticut
$2.29M +$996K +10,119 +82%
SFG
273
SNS Financial Group
Minnesota
$2.25M +$1.46M +14,873 +208%
SAM
274
Smithbridge Asset Management
Pennsylvania
$2.22M +$180K +1,824 +9%
ABC
275
Associated Banc-Corp
Wisconsin
$2.19M -$18K -183 -0.8%

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.