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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
FPFS
501
First Personal Financial Services
North Carolina
$638K -$329K -3,339 -35%
ACS
502
Archford Capital Strategies
Illinois
$638K -$169K -1,712 -22%
VFA
503
Valeo Financial Advisors
Indiana
$636K +$487K +4,948 +386%
AF
504
AMG Funds
Connecticut
$635K +$613K +6,223 New
CFD
505
Creative Financial Designs
Indiana
$633K -$9.35K -95 -2%
NSIM
506
North Star Investment Management
Illinois
$633K
BCM
507
Bienville Capital Management
New York
$629K +$295 +3 +0%
BJL
508
Brighton Jones LLC
Washington
$629K +$14.4K +146 +2%
MWM
509
Meridian Wealth Management
Kentucky
$626K
EAM
510
Evanson Asset Management
California
$616K +$8.27K +84 +1%
AWA
511
Acorn Wealth Advisors
Michigan
$613K +$579K +5,884 New
LW
512
Linscomb Wealth
Texas
$604K
FG
513
Fiduciary Group
Georgia
$598K +$11.2K +114 +2%
LIC
514
Lodestar Investment Counsel
Illinois
$592K +$68.9K +700 +14%
SCM
515
Sterneck Capital Management
Missouri
$589K +$4.23K +43 +0.8%
DHFB
516
Dixon Hubard Feinour & Brown
Virginia
$586K -$8.86K -90 -2%
WC
517
Whitnell & Co
Illinois
$584K +$99.9K +1,015 +22%
CPA
518
Capital Planning Advisors
California
$583K -$560K -5,688 -50%
MSAM
519
Moloney Securities Asset Management
Missouri
$581K +$232K +2,361 +71%
SFWA
520
Summit Financial Wealth Advisors
Louisiana
$578K -$332K -3,367 -37%
KTM
521
Keeler Thomas Management
Utah
$577K +$558K +5,663 New
LWAC
522
Laurel Wealth Advisors (California)
California
$571K +$107K +1,082 +24%
GAM
523
Gould Asset Management
California
$564K -$30.2K -307 -5%
BWP
524
Baldwin Wealth Partners
Massachusetts
$561K
LCC
525
Lincoln Capital Corp
Rhode Island
$560K

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.