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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
BFO
551
Biltmore Family Office
North Carolina
$488K +$471K +4,779 New
DAS
552
Dynamic Advisor Solutions
Arizona
$486K +$11.7K +119 +3%
GP
553
Girard Partners
Pennsylvania
$482K +$2.07K +21 +0.4%
WWM
554
Windsor Wealth Management
Indiana
$473K +$457K +4,640 New
AWP
555
Ascent Wealth Partners
New York
$470K +$48.5K +493 +12%
WWMSC
556
Wagner Wealth Management (South Carolina)
South Carolina
$468K +$440K +4,467 New
BIA
557
BHK Investment Advisors
Alabama
$466K +$449K +4,562 New
KC
558
Kingfisher Capital
North Carolina
$464K +$2.36K +24 +0.5%
SS
559
Simplicity Solutions
Minnesota
$457K +$441K +4,480 New
BG
560
Bahl & Gaynor
Ohio
$455K -$23.6K -240 -5%
BCM
561
Brookmont Capital Management
Texas
$455K +$76.1K +773 +21%
AF
562
Advisornet Financial
Minnesota
$446K +$431K +4,376 New
SMG
563
Smart Money Group
Texas
$443K +$427K +4,341 New
WKWM
564
Walter & Keenan Wealth Management
Indiana
$442K
SFSIG
565
San Francisco Sentry Investment Group
California
$442K +$218K +2,210 +104%
NDSI
566
Newman Dignan & Sheerar Inc
Rhode Island
$437K +$1.67K +17 +0.4%
CCA
567
Clearwater Capital Advisors
Illinois
$435K -$14.5K -147 -3%
MHIC
568
Marble Harbor Investment Counsel
Massachusetts
$434K +$23.6K +240 +6%
VCA
569
Verdence Capital Advisors
Maryland
$432K +$417K +4,238 New
CM
570
Capital Management
Virginia
$429K -$12.8K -130 -3%
DBT
571
Dubuque Bank & Trust
Iowa
$429K -$11.1K -113 -3%
CA
572
Capital Advantage
California
$428K -$2.56K -26 -0.6%
ACM
573
Advisors Capital Management
New Jersey
$428K
BFA
574
Bragg Financial Advisors
North Carolina
$426K -$3.84K -39 -0.9%
SC
575
Savant Capital
Illinois
$426K +$11.2K +114 +3%

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.