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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
NGA
626
Naples Global Advisors
Florida
$330K +$1.97K +20 +0.6%
MPI
627
Mairs & Power Inc
Minnesota
$327K
IWP
628
Icon Wealth Partners
Texas
$326K +$315K +3,197 New
HCM
629
Hengehold Capital Management
Ohio
$324K -$20.8K -211 -6%
EWA
630
EP Wealth Advisors
California
$322K +$34.2K +347 +12%
AOWM
631
Alpha Omega Wealth Management
Virginia
$319K -$4.63K -47 -1%
CC
632
Cadinha & Co
Hawaii
$316K +$38.9K +395 +15%
SFA
633
Sequoia Financial Advisors
Ohio
$315K +$304K +3,089 New
WA
634
Winfield Associates
Ohio
$313K +$1.18K +12 +0.4%
PAM
635
Palisade Asset Management
Minnesota
$313K +$302K +3,072 New
SCA
636
Sage Capital Advisors
South Dakota
$312K
TNBTD
637
Trustmark National Bank Trust Department
Mississippi
$309K -$2.46K -25 -0.8%
WF
638
Welch & Forbes
Massachusetts
$308K +$297K +3,016 New
EDRH
639
Edmond de Rothschild Holding
Switzerland
$306K -$91.6K -930 -24%
PVH
640
Psagot Value Holdings
Israel
$306K
CC
641
Claybrook Capital
Massachusetts
$306K +$295K +3,000 New
PFM
642
Parsec Financial Management
North Carolina
$304K
TWA
643
TCI Wealth Advisors
Arizona
$304K +$20.3K +206 +7%
AIA
644
Allied Investment Advisors
Montana
$304K +$293K +2,979 New
RRC
645
Relaxing Retirement Coach
Massachusetts
$304K +$293K +2,980 New
S
646
SimplyRich
California
$304K +$294K +2,981 New
FI
647
FormulaFolio Investments
Michigan
$303K -$4.33K -44 -1%
BWA
648
Burt Wealth Advisors
Maryland
$303K
PG
649
Patten Group
Tennessee
$300K +$2.46K +25 +0.9%
RM
650
Resource Management
Louisiana
$300K +$292K +2,966 New

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.