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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
Two Sigma Advisers
76
Two Sigma Advisers
New York
$14.3M -$2.2M -22,300 -14%
WP
77
WMS Partners
Maryland
$14.2M -$138K -1,404 -1%
SB
78
Suntrust Banks
Georgia
$13.8M -$522K -5,298 -4%
SI
79
Stephens Inc
Arkansas
$13.6M +$667K +6,776 +5%
DWM
80
Doyle Wealth Management
Florida
$13.5M +$169K +1,712 +1%
CAL
81
Capital Advisors Ltd
Ohio
$13.4M +$46.6K +473 +0.4%
AllianceBernstein
82
AllianceBernstein
Tennessee
$13.2M -$6.3M -63,976 -33%
IFA
83
Interactive Financial Advisors
Illinois
$13.2M -$234K -2,374 -2%
CL
84
Cabana LLC
Arkansas
$13.2M +$12.6M +127,877 New
Jones Financial Companies
85
Jones Financial Companies
Missouri
$13.2M +$583K +5,923 +5%
NHC
86
Nicholas Hoffman & Company
Georgia
$13M +$522K +5,302 +4%
TCM
87
TD Capital Management
Tennessee
$13M -$8.76K -89 -0.1%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$12.8M +$417K +4,233 +3%
CCM
89
Covington Capital Management
California
$12.4M -$39.2K -398 -0.3%
WIC
90
Whitegate Investment Counselors
New Hampshire
$12.3M +$62.9K +639 +0.5%
SI
91
SimpliFi Inc
California
$11.8M +$11.4M +116,057 New
SFM
92
Signet Financial Management
New Jersey
$11.8M -$122K -1,243 -1%
CRC
93
Curi RMB Capital
Illinois
$11.6M +$10.6M +107,274 +1,568%
AL
94
Aspiriant LLC
California
$11.5M -$31.2M -317,283 -74%
SFG
95
StrategIQ Financial Group
Indiana
$11.5M -$4.85M -49,269 -30%
WFWM
96
Wechter Feldman Wealth Management
New Jersey
$11.4M -$88.3K -897 -0.8%
FSA
97
Financial Sense Advisors
California
$11.3M +$2M +20,342 +23%
FSA
98
Financial Services Advisory
Maryland
$10.9M +$10.5M +106,425 New
PAG
99
Private Advisor Group
New Jersey
$10.7M -$7.66M -77,771 -43%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$10.5M +$49.5K +503 +0.5%

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.