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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
BP
51
Ballentine Partners
Massachusetts
$29.1M -$348K -3,535 -1%
BO
52
BRR OpCo
Ohio
$29M -$1.4M -14,247 -5%
Citigroup
53
Citigroup
New York
$28.6M +$1.24M +12,550 +5%
M&T Bank
54
M&T Bank
New York
$28.3M -$392K -3,979 -1%
BMM
55
Berkshire Money Management
Massachusetts
$26.8M +$772K +7,842 +3%
GPW
56
GFS Private Wealth
Florida
$26.7M +$25.8M +261,964 New
DC
57
Derby & Company
Massachusetts
$26.6M +$25.7M +260,871 New
PI
58
PFS Investments
Georgia
$26.6M +$24.2M +245,417 New
Creative Planning
59
Creative Planning
Kansas
$26.4M -$148K -1,502 -0.6%
EGA
60
E&G Advisors
Texas
$26.2M -$266K -2,700 -1%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$25.4M +$1.48M +15,003 +6%
Stifel Financial
62
Stifel Financial
Missouri
$24.3M -$518K -5,263 -2%
BTS
63
BB&T Securities
Virginia
$23M +$1.09M +11,088 +5%
HPC
64
HM Payson & Co
Maine
$18.6M -$358K -3,638 -2%
BFG
65
Beacon Financial Group
Texas
$17.3M +$86K +873 +0.5%
CAN
66
Cetera Advisor Networks
California
$16.7M -$86.5K -878 -0.5%
PA
67
Paracle Advisors
Washington
$16.6M +$216K +2,195 +1%
USAA
68
United Services Automobile Association
Texas
$16.5M -$511K -5,194 -3%
FEG
69
Financial Enhancement Group
Indiana
$16.3M -$2.27M -23,061 -13%
HCM
70
HM Capital Management
Missouri
$15.4M -$12.8K -130 -0.1%
AA
71
Ancora Advisors
Ohio
$15M +$88.9K +903 +0.6%
PP
72
PagnatoKarp Partners
Virginia
$14.8M -$1.55M -15,729 -10%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$14.6M +$401K +4,070 +3%
CFA
74
Carroll Financial Associates
North Carolina
$14.5M +$460K +4,672 +3%
GC
75
Gibson Capital
Pennsylvania
$14.3M

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.