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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
Brown Advisory
26
Brown Advisory
Maryland
$67.7M +$114K +1,155 +0.2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$65.3M +$3.79M +38,493 +6%
CFA
28
Capstone Financial Advisors
Illinois
$59.7M -$1.59M -16,166 -3%
GT
29
Glenmede Trust
Pennsylvania
$58.6M -$1.89M -19,214 -3%
LNC
30
Lincoln National Corp
Pennsylvania
$58.2M +$10.5M +106,204 +23%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$56.8M +$295K +3,001 +0.5%
RJA
32
Raymond James & Associates
Florida
$56.7M +$5.45M +55,369 +11%
Goldman Sachs
33
Goldman Sachs
New York
$51.2M +$64.1K +651 +0.1%
PCMC
34
Paragon Capital Management (Colorado)
Colorado
$49.8M -$1.11M -11,308 -2%
JIC
35
Joel Isaacson & Co
New York
$47.8M -$254K -2,584 -0.5%
PA
36
Planning Alternatives
Michigan
$46.9M +$294K +2,983 +0.7%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$46.8M +$638K +6,475 +1%
DT
38
Diversified Trust
Tennessee
$43.5M -$6.18M -62,779 -13%
BCI
39
Brinker Capital Investments
Pennsylvania
$43.4M +$95.2K +967 +0.2%
SFSG
40
Stearns Financial Services Group
North Carolina
$38.7M -$207K -2,107 -0.6%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$37.4M +$514K +5,217 +1%
VM
42
VPR Management
Texas
$36.8M -$1.93M -19,600 -5%
JFA
43
JNBA Financial Advisors
Minnesota
$35.3M -$909K -9,229 -3%
Mariner
44
Mariner
Kansas
$33.9M +$1.72M +17,425 +6%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$33.7M +$140K +1,425 +0.4%
ZB
46
Zions Bancorporation
Utah
$32.9M +$1.96M +19,897 +7%
AG
47
Advisor Group
Arizona
$31.4M +$1.51M +15,319 +5%
S
48
SignatureFD
Georgia
$30.6M +$910K +9,237 +3%
SFS
49
Strategic Financial Services
New York
$30.1M +$416K +4,228 +1%
PMG
50
ProVise Management Group
Florida
$29.3M -$250K -2,543 -0.9%

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.