We are live on ! Find out more
VIG icon

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
PAS
401
Partnervest Advisory Services
California
$1.01M -$365K -3,703 -27%
GWCM
402
Godshalk Welsh Capital Management
Pennsylvania
$1.01M -$788 -8 -0.1%
IWC
403
Integrated Wealth Concepts
Massachusetts
$1.01M +$954K +9,684 New
POIA
404
Pin Oak Investment Advisors
Texas
$1.01M +$975K +9,898 New
PMFA
405
Plante Moran Financial Advisors
Michigan
$1M
WJA
406
Williams Jones & Associates
New York
$988K -$98.5K -1,000 -9%
WIA
407
Wealthstreet Investment Advisors
Texas
$988K +$954K +9,686 New
GC
408
Grimes & Company
Massachusetts
$982K -$3.94K -40 -0.4%
VCWA
409
Vanguard Capital Wealth Advisors
Colorado
$977K +$943K +9,580 New
ATFA
410
All Terrain Financial Advisors
Minnesota
$973K +$939K +9,540 New
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$971K +$486K +4,932 +108%
RFC
412
Regions Financial Corp
Alabama
$966K +$448K +4,549 +92%
V
413
Veritable
Delaware
$960K
RWP
414
RWA Wealth Partners
Massachusetts
$958K +$183K +1,861 +25%
BB
415
Busey Bank
Illinois
$957K -$63.8K -648 -6%
SFS
416
Sowell Financial Services
Arkansas
$945K -$1.48K -15 -0.2%
BL
417
BFSG LLC
California
$932K +$5.02K +51 +0.6%
JG
418
Jefferies Group
New York
$932K +$899K +9,131 New
GJIC
419
Gamble Jones Investment Counsel
California
$926K +$1.08K +11 +0.1%
KA
420
Klingman & Associates
New York
$911K -$17.9K -182 -2%
TC
421
Trust Company
Kansas
$909K
CCP
422
Corient Capital Partners
California
$898K +$60.4K +613 +7%
Millennium Management
423
Millennium Management
New York
$887K -$575K -5,844 -40%
CHA
424
Cooper/Haims Advisors
New York
$887K +$856K +8,691 New
FLPIM
425
F.L. Putnam Investment Management
Massachusetts
$878K -$73.7K -748 -8%

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.