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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
AWMG
851
Alliance Wealth Management Group
New Jersey
-$1.55M -16,400 Closed
IWA
852
IBEX Wealth Advisors
New Jersey
-$1.3M -13,650 Closed
GS
853
Girard Securities
California
-$1.25M -13,194 Closed
WCF
854
West Coast Financial
California
-$736K -7,769 Closed
CCA
855
Checchi Capital Advisers
California
-$730K -7,700 Closed
SG Americas Securities
856
SG Americas Securities
New York
-$518K -5,463 Closed
MAM
857
Meeder Asset Management
Ohio
-$443K -4,672 Closed
Simplex Trading
858
Simplex Trading
Illinois
-$439K -4,463 Closed
LCM
859
Liberty Capital Management
Michigan
-$330K -3,392 Closed
CAM
860
Concorde Asset Management
Michigan
-$309K -3,263 Closed
APP
861
Avantax Planning Partners
Iowa
-$284K -3,000 Closed
TNB
862
Thomasville National Bank
Georgia
-$233K -2,459 Closed
CSM
863
CAMG Solamere Management
North Carolina
-$230K -2,428 Closed
HA
864
Harfst & Associates
Wyoming
-$228K -2,412 Closed
AIM
865
Avity Investment Management
Connecticut
-$225K -2,375 Closed
PV
866
Private Vista
Illinois
-$224K -2,362 Closed
PCM
867
Peak Capital Management
Colorado
-$221K -2,335 Closed
Verition Fund Management
868
Verition Fund Management
Connecticut
-$205K -2,160 Closed
TCM
869
Tuttle Capital Management
Connecticut
-$111K -1,172 Closed
RAM
870
Riggs Asset Management
Pennsylvania
-$78K -821 Closed
Thrivent Financial for Lutherans
871
Thrivent Financial for Lutherans
Minnesota
-$62K -661 Closed
BONST
872
Bank of Nova Scotia Trust
Ontario, Canada
-$52K -550 Closed
HCA
873
Horan Capital Advisors
Ohio
-$28K -297 Closed
NIC
874
Northwest Investment Counselors
Oregon
-$20K -211 Closed
BIMC
875
Benson Investment Management Company
Virginia
-$18K -188 Closed

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.