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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
GWM
351
Geneos Wealth Management
Colorado
$1.44M +$230K +2,331 +20%
MIH
352
Madison Investment Holdings
Wisconsin
$1.43M -$60.8K -617 -4%
LSAG
353
Lake Street Advisors Group
New Hampshire
$1.42M +$1.37M +13,913 New
BFO
354
Boston Family Office
Massachusetts
$1.41M +$59.1K +600 +5%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.38M
KWM
356
Kingsview Wealth Management
Oregon
$1.38M +$423K +4,298 +47%
FNBT
357
FineMark National Bank & Trust
Florida
$1.37M +$270K +2,746 +26%
BWA
358
BDO Wealth Advisors
Florida
$1.36M -$95.8K -973 -7%
Chevy Chase Trust
359
Chevy Chase Trust
Maryland
$1.36M +$4.33K +44 +0.3%
CA
360
Clearstead Advisors
Ohio
$1.35M
MSFP
361
Mark Sheptoff Financial Planning
Connecticut
$1.35M +$14.8K +150 +1%
AIA
362
AIMZ Investment Advisors
California
$1.35M +$165K +1,677 +14%
AIP
363
Almanack Investment Partners
Pennsylvania
$1.35M +$702K +7,128 +117%
PFPT
364
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.33M +$943K +9,579 +274%
1WA
365
180 Wealth Advisors
Washington
$1.33M +$1.29M +13,079 New
KeyBank National Association
366
KeyBank National Association
Ohio
$1.32M +$270K +2,741 +27%
LRPA
367
L. Roy Papp & Associates
Arizona
$1.32M +$1.27M +12,896 New
CG
368
Colony Group
Massachusetts
$1.31M +$4.92K +50 +0.4%
SG
369
StoneX Group
New York
$1.29M +$14.2K +144 +1%
TPWA
370
TRUE Private Wealth Advisors
Oregon
$1.28M +$1.23M +12,525 New
B
371
Bridgeworth
Alabama
$1.27M +$209K +2,119 +21%
LA
372
Lau Associates
Delaware
$1.26M +$591 +6 +0%
DDC
373
DF Dent & Co
Maryland
$1.25M +$33.6K +341 +3%
WAG
374
Winthrop Advisory Group
Massachusetts
$1.23M +$1.17M +11,836 New
VWA
375
V Wealth Advisors
Kansas
$1.23M +$103K +1,049 +10%

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.