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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
GTAM
601
Global Trust Asset Management
Florida
$363K +$351K +3,566 New
NFG
602
Nations Financial Group
Iowa
$362K +$1.08K +11 +0.3%
Lido Advisors
603
Lido Advisors
California
$361K +$13.7K +139 +4%
BFIM
604
Beese Fulmer Investment Management
Ohio
$360K +$16.5K +168 +5%
SSB
605
Sandy Spring Bank
Maryland
$359K -$11.3K -115 -3%
BHIA
606
Birch Hill Investment Advisors
Massachusetts
$356K +$343K +3,488 New
SP
607
Successful Portfolios
Florida
$356K +$344K +3,493 New
PWM
608
Perigon Wealth Management
California
$354K +$2.85K +29 +0.8%
TCOO
609
Trust Company of Oklahoma
Oklahoma
$352K
SCM
610
Sterling Capital Management
North Carolina
$350K +$338K +3,435 New
SMFS
611
Squar Milner Financial Services
California
$348K +$316K +3,211 New
JA
612
JOYN Advisors
Georgia
$347K +$335K +3,401 New
CPSAC
613
Chas P. Smith & Associates (CPS)
Florida
$342K
SCM
614
SOL Capital Management
Maryland
$342K +$330K +3,350 New
AFG
615
Albion Financial Group
Utah
$341K -$1.48K -15 -0.4%
1832 Asset Management
616
1832 Asset Management
Ontario, Canada
$339K -$2.36K -24 -0.7%
OSNBOA
617
Old Second National Bank of Aurora
Illinois
$338K
PA
618
Parkside Advisors
California
$338K
AIM
619
Aspen Investment Management
Michigan
$337K
NSAM
620
North Star Asset Management
Wisconsin
$337K +$325K +3,300 New
ST
621
Sageworth Trust
Pennsylvania
$336K -$5.81K -59 -2%
LA
622
LVW Advisors
New York
$333K +$8.47K +86 +3%
SGAM
623
Steinberg Global Asset Management
Florida
$331K
SWM
624
SVA Wealth Management
Wisconsin
$331K +$12.1K +123 +4%
UBS AM
625
UBS AM
Illinois
$330K +$98 +1 +0%

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.