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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
WS
526
Wedbush Securities
California
$556K +$10.2K +104 +2%
SCP
527
Syntal Capital Partners
Texas
$553K +$534K +5,420 New
CAMG
528
CWA Asset Management Group
Florida
$551K +$6.3K +64 +1%
BIAS
529
Beacon Investment Advisory Services
New Jersey
$549K -$529K -5,376 -50%
ECAM
530
East Coast Asset Management
Massachusetts
$544K -$966K -9,811 -65%
FDCC
531
Foster Dykema Cabot & Co
Massachusetts
$540K -$985 -10 -0.2%
Toronto Dominion Bank
532
Toronto Dominion Bank
Ontario, Canada
$538K
CAM
533
Carret Asset Management
New York
$533K -$18.1K -184 -3%
IP
534
Intellectus Partners
California
$531K
SWM
535
Stockman Wealth Management
Montana
$530K -$576K -5,850 -53%
FA
536
FC Advisory
Pennsylvania
$529K +$7.38K +75 +1%
PFS
537
Prospera Financial Services
Texas
$529K +$52K +528 +11%
WSFS
538
Wilmington Savings Fund Society
Delaware
$525K -$49.2K -500 -9%
WA
539
WealthTrust-Arizona
Arizona
$523K +$394 +4 +0.1%
AWM
540
Altavista Wealth Management
North Carolina
$521K +$83.9K +852 +20%
YP
541
Yellowstone Partners
Idaho
$520K
Cerity Partners
542
Cerity Partners
New York
$518K +$172K +1,750 +53%
SHIM
543
Stone House Investment Management
Pennsylvania
$517K -$75.1K -763 -13%
FNB
544
Farmers National Bank
Kentucky
$511K -$9.85K -100 -2%
WCAMG
545
Woodard & Company Asset Management Group
North Carolina
$511K +$493K +5,005 New
NA
546
NewEdge Advisors
Louisiana
$506K +$50.4K +512 +12%
SHGA
547
Sand Hill Global Advisors
California
$505K -$58.8K -597 -11%
HC
548
Hamilton Capital
Ohio
$505K +$487K +4,949 New
First Manhattan
549
First Manhattan
New York
$497K +$458K +4,650 +2,067%
DWA
550
Douglass Winthrop Advisors
New York
$496K

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.