We are live on ! Find out more
VIG icon

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
OAM
726
Oppenheimer Asset Management
New York
$212K
JCM
727
Jacobi Capital Management
Pennsylvania
$212K +$5.91K +60 +3%
CSIC
728
Clifford Swan Investment Counsel
California
$212K +$205K +2,081 New
IFAM
729
Institutional & Family Asset Management
Colorado
$211K +$203K +2,064 New
GG
730
Gofen & Glossberg
Illinois
$211K +$203K +2,065 New
LCM
731
LVM Capital Management
Michigan
$209K -$19.6K -199 -9%
PCA
732
Peddock Capital Advisors
Massachusetts
$209K
ZIC
733
ZWJ Investment Counsel
Georgia
$209K +$201K +2,046 New
AIM
734
Arcadia Investment Management
Michigan
$208K
FFBTD
735
First Financial Bank - Trust Division
Ohio
$207K +$199K +2,026 New
FHA
736
First Horizon Advisors
Tennessee
$206K +$20.4K +207 +12%
PWMAG
737
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$198K +2,010 New
BCM
738
BTR Capital Management
California
$203K +$196K +1,994 New
CS
739
Cannell & Spears
New York
$202K +$195K +1,977 New
BWM
740
Baystate Wealth Management
Massachusetts
$198K +$9.85K +100 +6%
FA
741
Fortis Advisors
Pennsylvania
$196K +$140K +1,425 +287%
WCM
742
Wealthcare Capital Management
Virginia
$188K
CA
743
Calton & Associates
Florida
$187K +$172K +1,748 New
NL
744
NVWM LLC
Pennsylvania
$176K +$170K +1,729 New
FRA
745
Front Row Advisors
California
$171K +$165K +1,673 New
ACM
746
Armbruster Capital Management
New York
$165K
FPS
747
Fieldpoint Private Securities
Connecticut
$163K -$174K -1,771 -53%
OIA
748
OneDigital Investment Advisors
Kansas
$163K +$1.73M +17,565 +1,088%
BBHC
749
Brown Brothers Harriman & Co
New York
$162K +$77.3K +785 +98%
MSA
750
Marino Stram & Associates
Massachusetts
$152K +$146K +1,486 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.