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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
SB
476
Simmons Bank
Arkansas
$694K -$7.38K -75 -1%
AAS
477
Annex Advisory Services
Wisconsin
$692K +$15.5K +157 +2%
KPAG
478
KLS Professional Advisors Group
New York
$692K +$668K +6,786 New
MIM
479
Miller Investment Management
Pennsylvania
$690K
KJWM
480
Kiley Juergens Wealth Management
Washington
$689K +$666K +6,761 New
RMCM
481
Reynders McVeigh Capital Management
Massachusetts
$688K +$60.1K +610 +10%
CAM
482
Crestone Asset Management
Colorado
$686K -$195K -1,976 -23%
CPA
483
Clear Perspective Advisors
Illinois
$682K
NWM
484
Northwest Wealth Management
Iowa
$677K +$323K +3,284 +98%
DLCIG
485
D.L. Carlson Investment Group
New Hampshire
$673K -$21.3K -216 -3%
BW
486
Bison Wealth
Georgia
$668K -$9.16K -93 -1%
HCM
487
HMS Capital Management
Tennessee
$666K
FCI
488
Financial Counselors Inc
Kansas
$665K +$88.9K +903 +16%
OIWM
489
OptiFour Integrated Wealth Management
Virginia
$662K +$639K +6,487 New
BA
490
BKS Advisors
Michigan
$660K -$55K -559 -8%
MOS
491
MGO One Seven
Ohio
$656K +$633K +6,427 New
LBC
492
Lowe Brockenbrough & Co
Virginia
$651K -$44.3K -450 -7%
PCM
493
Parsons Capital Management
Rhode Island
$650K +$3.45K +35 +0.6%
BFA
494
Benedict Financial Advisors
Georgia
$649K -$40.5K -411 -6%
LFS
495
Legacy Financial Strategies
Kansas
$649K +$626K +6,358 New
HH
496
Hilltop Holdings
Texas
$647K +$624K +6,340 New
CFIA
497
Cantor Fitzgerald Investment Advisors
New York
$642K
FFG
498
Ford Financial Group
California
$640K +$605K +6,141 New
CB
499
Commerce Bank
Missouri
$639K -$118K -1,195 -16%
MFW
500
Mosaic Family Wealth
Missouri
$639K +$324K +3,292 +111%

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.