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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
HNB
301
Huntington National Bank
Ohio
$1.8M
MLFP
302
MPS Loria Financial Planners
Illinois
$1.8M -$77K -782 -4%
CCT
303
Country Club Trust
Missouri
$1.8M +$677K +6,872 +64%
BWM
304
BerganKDV Wealth Management
Minnesota
$1.78M -$15.4K -156 -0.9%
BSW
305
Buckingham Strategic Wealth
Missouri
$1.77M -$308K -3,132 -15%
GFPC
306
Global Financial Private Capital
Florida
$1.77M -$30K -305 -2%
IF
307
IRON Financial
Illinois
$1.75M +$3.54K +36 +0.2%
AFP
308
Ausdal Financial Partners
Iowa
$1.74M -$30.7K -312 -2%
JIC
309
Johnson Investment Counsel
Ohio
$1.73M -$56.3K -572 -3%
RCM
310
RB Capital Management
Nevada
$1.72M +$228K +2,316 +16%
BAM
311
Belpointe Asset Management
Nevada
$1.71M -$224K -2,276 -12%
YWP
312
YorkBridge Wealth Partners
New York
$1.7M +$131K +1,335 +9%
M
313
MOTCO
Texas
$1.7M
SWPG
314
Strategic Wealth Partners Group
Illinois
$1.69M -$334K -3,387 -17%
BRF
315
B. Riley Financial
California
$1.69M +$197 +2 +0%
CA
316
Cornerstone Advisory
Maryland
$1.69M -$19.7K -200 -1%
RWA
317
Ropes Wealth Advisors
Massachusetts
$1.68M -$361K -3,665 -18%
AWM
318
AE Wealth Management
Kansas
$1.67M -$186K -1,887 -10%
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$1.67M +$75.4K +766 +5%
CS
320
Credit Suisse
Switzerland
$1.66M -$2.09M -21,204 -57%
VHAM
321
Van Hulzen Asset Management
California
$1.63M -$76.8K -780 -5%
FA
322
FDx Advisors
Illinois
$1.63M +$189K +1,917 +14%
Natixis Advisors
323
Natixis Advisors
Massachusetts
$1.62M -$24K -244 -2%
CHA
324
Carmichael Hill & Associates
Maryland
$1.61M +$1.56M +15,821 New
RCA
325
Rowland Carmichael Advisors
Arizona
$1.6M +$92.1K +935 +6%

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.