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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
CAL
776
Capital Analysts LLC
Pennsylvania
$96K -$4.04K -41 -4%
PA
777
Perennial Advisors
New York
$94K +$98 +1 +0.1%
RBC
778
Roble Belko & Company
Pennsylvania
$90K
LIA
779
LS Investment Advisors
Michigan
$86K
GAM
780
Gemmer Asset Management
California
$80K -$20.4K -207 -21%
WCM
781
Whitener Capital Management
North Carolina
$80K +$77.8K +790 New
RFA
782
Reilly Financial Advisors
California
$78K
OC
783
Oakworth Capital
Alabama
$74K
ANBT
784
American National Bank & Trust
Texas
$69K
NSB
785
Norway Savings Bank
Maine
$69K
BC
786
Bartlett & Co
Ohio
$68K
NC
787
NewSquare Capital
Pennsylvania
$68K
TFA
788
Toth Financial Advisory
Virginia
$65K +$62.3K +633 New
EWM
789
Edge Wealth Management
New York
$64K
AC
790
Avestar Capital
New York
$61K +$60K +609 New
GI
791
Gradient Investments
Minnesota
$57K +$55K +559 New
LFA
792
Legacy Financial Advisors
Kentucky
$57K +$55.1K +560 New
PGWM
793
Parisi Gray Wealth Management
New Jersey
$55K +$52.5K +533 New
BAM
794
Barrett Asset Management
New York
$54K
PAI
795
Pittenger & Anderson Inc
Nebraska
$54K
PCTC
796
Perkins Coie Trust Company
Washington
$52K +$7.38K +75 +17%
MFBTD
797
MB Financial Bank - Trust Department
Illinois
$51K
PO
798
Private Ocean
California
$49K
CMO
799
Covenant Multifamily Offices
Texas
$46K +$44.3K +450 New
WIM
800
Weitz Investment Management
Nebraska
$44K

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.