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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
Citadel Advisors
376
Citadel Advisors
Florida
$1.21M -$2.99M -30,400 -72%
AWA
377
Arete Wealth Advisors
Illinois
$1.2M +$33.4K +339 +3%
EWA
378
Exencial Wealth Advisors
Oklahoma
$1.18M +$562K +5,706 +98%
NA
379
Nottingham Advisors
New York
$1.17M +$34.5K +350 +3%
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$1.17M +$124K +1,264 +12%
FNT
381
First National Trust
Pennsylvania
$1.16M -$144K -1,464 -11%
BA
382
Bristlecone Advisors
Washington
$1.16M +$4.43K +45 +0.4%
SA
383
SRH Advisors
Kansas
$1.16M +$64.1K +651 +6%
PPA
384
Parametric Portfolio Associates
Washington
$1.16M +$789K +8,018 +243%
RGC
385
Roberts, Glore & Co
Illinois
$1.15M -$24.6K -250 -2%
CG
386
Caprock Group
Idaho
$1.15M -$256K -2,603 -19%
EA
387
Edge Advisors
Georgia
$1.13M +$295 +3 +0%
FPGK
388
Financial Partners Group (Kansas)
Kansas
$1.13M +$1.09M +11,056 New
PP
389
PDS Planning
Ohio
$1.12M +$1.09M +11,020 New
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.1M -$5.98M -60,685 -85%
SGCA
391
Steel Grove Capital Advisors
Tennessee
$1.1M +$5.61K +57 +0.5%
JCM
392
Jag Capital Management
Missouri
$1.09M -$43.6K -443 -4%
AWM
393
Avior Wealth Management
Nebraska
$1.07M -$16.3K -166 -2%
PA
394
PFG Advisors
Arizona
$1.06M +$1.02M +10,351 New
CPIA
395
Cornell Pochily Investment Advisors
New York
$1.06M +$1.02M +10,356 New
NWP
396
Northstar Wealth Partners
Connecticut
$1.05M +$32.3K +328 +3%
FNBOMD
397
First National Bank of Mount Dora
Florida
$1.04M +$1M +10,197 New
JIP
398
Jaffetilchin Investment Partners
Florida
$1.04M +$120K +1,214 +14%
MRC
399
Millburn Ridgefield Corp
New York
$1.03M -$410K -4,159 -29%
DWT
400
Dorsey & Whitney Trust
South Dakota
$1.02M

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.