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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
HDIM
676
Hanson & Doremus Investment Management
Vermont
$275K +$29.9K +304 +13%
DE
677
Day & Ennis
Georgia
$274K +$1.38K +14 +0.5%
CIC
678
Cornercap Investment Counsel
Georgia
$273K -$25.4K -258 -9%
IP
679
Investment Partners
Ohio
$273K +$1.38K +14 +0.5%
PHS
680
Pekin Hardy Strauss
Illinois
$270K
PWLP
681
Prio Wealth Limited Partnership
Massachusetts
$268K -$9.85K -100 -4%
CDH
682
Charles D. Hyman
$268K +$10.1K +103 +4%
WPA
683
West Paces Advisors
Georgia
$268K -$319K -3,235 -55%
BTNA
684
Bremer Trust National Association
Minnesota
$261K +$252K +2,562 New
MCM
685
Mainstay Capital Management
Michigan
$260K +$251K +2,553 New
FPCM
686
Financial Partners Capital Management
New York
$258K
GIM
687
Goelzer Investment Management
Indiana
$258K +$2.76K +28 +1%
SFC
688
SYM Financial Corp
Indiana
$258K +$249K +2,527 New
SBL
689
Sargent Bickham Lagudis
Colorado
$257K -$34.1K -346 -12%
SCP
690
Silverleafe Capital Partners
Tennessee
$256K +$247K +2,506 New
ZF
691
Zhang Financial
Michigan
$255K +$9.75K +99 +4%
OIA
692
Optimum Investment Advisors
Illinois
$254K +$31.1K +316 +15%
CCM
693
Crossvault Capital Management
Texas
$252K
OAM
694
Oak Asset Management
California
$252K +$243K +2,472 New
DIA
695
Denver Investment Advisors
Colorado
$248K -$58.1K -590 -20%
LFG
696
Larson Financial Group
Missouri
$248K +$240K +2,433 New
MGIA
697
Moneta Group Investment Advisors
Missouri
$247K
PCA
698
Personal Capital Advisors
California
$247K +$26.8K +272 +13%
MCM
699
MAI Capital Management
Ohio
$246K
KIA
700
Kopp Investment Advisors
Minnesota
$245K +$19.7K +200 +9%

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.