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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
BCA
276
Berman Capital Advisors
Georgia
$2.17M +$2.09M +21,227 New
SWM
277
Segment Wealth Management
Texas
$2.16M +$577K +5,861 +38%
HFA
278
Huber Financial Advisors
Illinois
$2.16M +$2.08M +21,174 New
JFG
279
JMG Financial Group
Illinois
$2.1M +$223K +2,267 +12%
FWP
280
FAS Wealth Partners
Kansas
$2.09M +$82K +833 +4%
RWMH
281
Riverpoint Wealth Management Holdings
Illinois
$2.08M +$8.96K +91 +0.4%
Koshinski Asset Management
282
Koshinski Asset Management
Illinois
$2.02M +$439K +4,462 +29%
VC
283
Vicus Capital
Pennsylvania
$2.01M -$39.7K -403 -2%
NFG
284
Next Financial Group
Texas
$2M +$5.02K +51 +0.3%
Bessemer Group
285
Bessemer Group
New Jersey
$1.98M -$52K -528 -3%
SSWM
286
Sheets Smith Wealth Management
North Carolina
$1.97M +$19.8K +201 +1%
AI
287
Atria Investments
North Carolina
$1.97M +$235K +2,383 +14%
CM
288
Cornerstone Management
Georgia
$1.95M -$211K -2,142 -10%
PA
289
Pinnacle Associates
New York
$1.95M +$169K +1,718 +10%
TVWM
290
Tower View Wealth Management
Wisconsin
$1.95M +$1.88M +19,087 New
CCFCSB
291
Cape Cod Five Cents Savings Bank
Massachusetts
$1.94M -$146K -1,480 -7%
HIC
292
Holderness Investments Company
North Carolina
$1.92M +$104K +1,054 +6%
NIM
293
Northeast Investment Management
Massachusetts
$1.89M +$174K +1,769 +11%
MAA
294
Mraz Amerine & Associates
California
$1.87M -$151K -1,530 -8%
IH
295
IFC Holdings
Florida
$1.87M -$52K -528 -3%
AWM
296
Aevitas Wealth Management
Massachusetts
$1.86M +$1.8M +18,244 New
LA
297
LexAurum Advisors
Kansas
$1.83M +$1.71M +17,384 New
HWA
298
Heritage Wealth Advisors
Virginia
$1.82M +$1.48K +15 +0.1%
B
299
Brightworth
Georgia
$1.81M +$208K +2,114 +13%
OC
300
Oppenheimer & Co
New York
$1.81M -$22.6K -230 -1%

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.