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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
VIM
326
Vista Investment Management
Pennsylvania
$1.6M +$1.54M +15,690 New
DSC
327
Duncker Streett & Co
Missouri
$1.6M +$126K +1,278 +9%
TD Asset Management
328
TD Asset Management
Ontario, Canada
$1.6M +$42.2K +429 +3%
WBG
329
Wharton Business Group
Pennsylvania
$1.59M -$24.6K -250 -2%
MAS
330
Madden Advisory Services
Florida
$1.59M +$445K +4,517 +41%
RWM
331
Ritholtz Wealth Management
New York
$1.59M +$106K +1,081 +7%
LCS
332
Levin Capital Strategies
New York
$1.58M
CB
333
Chemical Bank
Michigan
$1.57M -$784K -7,962 -34%
KLI
334
Kelman-Lazarov Inc
Tennessee
$1.56M -$33.2K -337 -2%
CIBC World Market
335
CIBC World Market
Ontario, Canada
$1.56M -$42.8K -435 -3%
MCM
336
Millie Capital Management
California
$1.56M -$3.45K -35 -0.2%
MI
337
Mercer Investments
Massachusetts
$1.54M +$2.66K +27 +0.2%
ASN
338
Advisory Services Network
Georgia
$1.54M +$14.3K +145 +1%
BAM
339
Berkshire Asset Management
Pennsylvania
$1.53M
WI
340
WBI Investments
New Jersey
$1.52M +$1.47M +14,892 New
CB
341
Community Bank
New York
$1.51M
PSUF
342
People's United Financial
Connecticut
$1.51M -$38.6K -392 -3%
NL
343
NWAM LLC
Washington
$1.5M +$334K +3,394 +30%
BI
344
Ballast Inc
Kentucky
$1.5M +$1.44M +14,654 New
H
345
HoyleCohen
California
$1.49M +$1.44M +14,603 New
BAC
346
Boys Arnold & Co
North Carolina
$1.49M -$32.8K -333 -2%
NEGWA
347
New England Guild Wealth Advisors
Connecticut
$1.49M +$1.43M +14,566 New
AEPG
348
American Economic Planning Group
New Jersey
$1.48M +$63.3K +643 +5%
JIC
349
JRM Investment Counsel
Nebraska
$1.46M -$527K -5,353 -27%
IA
350
IFG Advisory
Georgia
$1.45M +$1.4M +14,220 New

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.