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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
OPWM
651
Oak Point Wealth Management
Michigan
$299K +$287K +2,918 New
FA
652
FCG Advisors
New Jersey
$297K -$35.3K -359 -11%
QCG
653
Quadrant Capital Group
Ohio
$295K
SCM
654
Southport Capital Management
Tennessee
$295K +$285K +2,890 New
AAM
655
Aureus Asset Management
Massachusetts
$294K
B
656
Bailard
California
$294K
CAM
657
Covenant Asset Management
New Jersey
$292K -$61K -620 -18%
UAS
658
United Asset Strategies
New York
$292K
GEA
659
Glen Eagle Advisors
New Jersey
$292K +$138K +1,400 +96%
CGA
660
Crescent Grove Advisors
Illinois
$291K
VNA
661
Valley National Advisers
Pennsylvania
$291K
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$291K +$83.8K +851 +43%
BF
663
Blankinship & Foster
California
$288K
SXL
664
Summit X LLC
Missouri
$288K +$689 +7 +0.2%
EIG
665
Ellenbecker Investment Group
Wisconsin
$288K +$278K +2,826 New
IMOV
666
Investment Management of Virginia
Virginia
$286K
BTIS
667
BB&T Investment Services
North Carolina
$285K +$12.1K +123 +5%
SPIA
668
Steward Partners Investment Advisory
New York
$284K +$18.5K +188 +7%
FCB
669
First Command Bank
Texas
$284K +$20.2K +205 +8%
FCFS
670
First Command Financial Services
Texas
$284K +$20.2K +205 +8%
FANJ
671
Financial Architects (New Jersey)
New Jersey
$282K -$4.33K -44 -2%
Schroder Investment Management Group
672
Schroder Investment Management Group
United Kingdom
$282K
MWM
673
Mascoma Wealth Management
New Hampshire
$278K -$28.8K -292 -10%
SFM
674
Signature Financial Management
Virginia
$278K
FAG
675
Financial Advisory Group
Texas
$275K

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.