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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
CAN
701
Claraphi Advisory Network
United States
$244K +$236K +2,392 New
LIA
702
LBMC Investment Advisors
Tennessee
$243K -$54.1K -549 -19%
SDWMA
703
Schneider Downs Wealth Management Advisors
Pennsylvania
$242K -$58.8K -597 -20%
MWM
704
Marietta Wealth Management
Georgia
$242K -$5.91K -60 -2%
MBT
705
Montecito Bank & Trust
California
$237K -$24.6K -250 -10%
NCM
706
Northwest Capital Management
Oregon
$237K +$229K +2,328 New
SCM
707
Shelton Capital Management
Colorado
$232K -$9.85K -100 -4%
BBA
708
BLB&B Advisors
Pennsylvania
$232K +$3.45K +35 +2%
SBIA
709
Sheaff Brock Investment Advisors
Indiana
$231K -$7.68K -78 -3%
BFC
710
Bedel Financial Consulting
Indiana
$230K +$222K +2,256 New
SNT
711
Security National Trust
West Virginia
$227K -$44.8K -455 -17%
CL
712
CPWM LLC
Washington
$227K +$492 +5 +0.2%
NCM
713
Novare Capital Management
North Carolina
$226K +$10.7K +109 +5%
CIAS
714
Capital Investment Advisory Services
North Carolina
$225K -$278K -2,826 -56%
DW
715
Domani Wealth
Pennsylvania
$225K
FC
716
Ferris Capital
Massachusetts
$224K
TW
717
Transform Wealth
Colorado
$224K
EWG
718
Executive Wealth Group
Washington
$219K +$211K +2,143 New
RWM
719
RKL Wealth Management
Pennsylvania
$217K +$209K +2,119 New
HBT
720
Hills Bank & Trust
Iowa
$217K +$209K +2,120 New
Comerica Bank
721
Comerica Bank
Texas
$216K -$52.8K -536 -21%
AFNAS
722
American Financial Network Advisory Services
California
$214K +$55.8K +567 +37%
MCM
723
Murphy Capital Management
New Jersey
$214K +$206K +2,097 New
AIM
724
Anchor Investment Management
South Carolina
$213K +$42.8K +435 +26%
WP
725
WealthSource Partners
California
$212K -$45.5K -462 -18%

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.