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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
AI
751
ArchPoint Investors
Florida
$150K
BRC
752
Bell Rock Capital
Delaware
$150K +$985 +10 +0.7%
MCM
753
MV Capital Management
Maryland
$144K
AF
754
Allworth Financial
California
$136K -$7.19K -73 -5%
CCM
755
Cribstone Capital Management
Maine
$136K
STA
756
Summit Trail Advisors
New York
$135K +$124K +1,260 New
BlackRock
757
BlackRock
New York
$127K +$788 +8 +0.6%
ADL
758
Asset Dedication LLC
California
$123K +$197 +2 +0.2%
TC
759
Telemus Capital
Michigan
$122K +$118K +1,200 New
VCM
760
Virtue Capital Management
Tennessee
$121K +$117K +1,188 New
GWS
761
Glassman Wealth Services
Virginia
$120K
APSP
762
Asset Planning Services (Pennsylvania)
Pennsylvania
$119K +$591 +6 +0.5%
BBPWM
763
Blue Bell Private Wealth Management
Pennsylvania
$118K
MCM
764
Manchester Capital Management
Vermont
$118K
KF
765
Krilogy Financial
Missouri
$118K +$197 +2 +0.2%
AWM
766
AllSquare Wealth Management
New York
$113K
WEC
767
Winslow Evans & Crocker
Massachusetts
$113K -$394 -4 -0.4%
1IA
768
1834 Investment Advisors
Wisconsin
$112K +$108K +1,096 New
CG
769
Cutler Group
California
$112K +$108K +1,100 New
WTB
770
Washington Trust Bank
Washington
$110K +$17.2K +175 +19%
FFC
771
First Financial Corp
Indiana
$102K
GFP
772
Gryphon Financial Partners
Ohio
$102K +$98.5K +1,000 New
VIA
773
Vantage Investment Advisors
Pennsylvania
$100K
ME
774
McIlrath & Eck
Washington
$100K +$96.2K +977 New
AIM
775
Advantage Investment Management
Iowa
$98K +$24.8K +252 +35%

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.