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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
SIM
801
Sonora Investment Management
Arizona
$42.2K +$9.85K +100 +32%
DPA
802
Delphi Private Advisors
California
$41K
SC
803
Slow Capital
California
$41K +$40K +406 New
EK
804
Evensky & Katz
Florida
$40K -$123K -1,248 -76%
RFWA
805
RPg Family Wealth Advisory
Massachusetts
$38.8K
CPIG
806
Chicago Partners Investment Group
Illinois
$38K
HI
807
Hudock Inc
Pennsylvania
$38K
AP
808
Atwood & Palmer
Missouri
$36K
WWM
809
Willingdon Wealth Management
North Carolina
$35K
FPB
810
First PREMIER Bank
South Dakota
$34K -$1.97K -20 -6%
CB
811
CNB Bank
Pennsylvania
$33K +$50K +508 New
VCM
812
Vigilant Capital Management
Maine
$32K +$31.1K +316 New
WAM
813
Watermark Asset Management
California
$31K +$197 +2 +0.7%
FCMT
814
Founders Capital Management (Texas)
Texas
$31K +$29.5K +300 New
AssetMark Inc
815
AssetMark Inc
California
$30K +$28.7K +291 New
PCA
816
Providence Capital Advisors
North Carolina
$28K +$26.6K +270 New
RPC
817
Rossmore Private Capital
Connecticut
$27.4K +$26.5K +269 New
BC
818
Barnett & Company
Tennessee
$27K
HT
819
Heritage Trust
Oklahoma
$26K
TDC
820
Thompson Davis & Co
Virginia
$25K +$24.1K +245 New
CHC
821
City Holding Co
West Virginia
$24K
BCP
822
Blackhawk Capital Partners
Wisconsin
$22K +$20.8K +211 New
PWM
823
Paulson Wealth Management
Illinois
$22K +$20.8K +211 New
BBA
824
Braun-Bostich & Associates
Pennsylvania
$20K +$19.7K +200 New
CBT
825
Capital Bank & Trust
California
$19K

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.