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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
MA
101
Montag & Associates
Georgia
$10.4M +$762K +7,740 +8%
ONB
102
Old National Bancorp
Indiana
$10.4M -$648K -6,585 -6%
WT
103
Whittier Trust
California
$10.3M -$170K -1,729 -2%
VA
104
Valmark Advisers
Ohio
$10.2M +$7.44M +75,565 +312%
UCFA
105
United Capital Financial Advisors
Texas
$10.1M +$62.6K +636 +0.6%
CWM
106
Cornerstone Wealth Management
Missouri
$9.94M -$254K -2,580 -3%
CL
107
Choreo LLC
Illinois
$9.92M +$1.26M +12,807 +15%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$9.9M +$1.74M +17,695 +22%
FTIOP
109
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.69M +$9.35M +94,986 New
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$9.64M +$1.87K +19 +0%
MA
111
Mutual Advisors
Nebraska
$9.38M +$9.05M +91,894 New
AMG
112
Asset Management Group
Connecticut
$9.04M -$123K -1,246 -1%
MWM
113
Modera Wealth Management
New Jersey
$8.99M -$44.2K -449 -0.5%
PWW
114
Pettyjohn Wood & White
Virginia
$8.91M +$43.1K +438 +0.5%
HH
115
HWG Holdings
Texas
$8.86M +$1.43M +14,513 +20%
SC
116
Scotia Capital
Ontario, Canada
$8.79M +$2.2M +22,379 +35%
WA
117
Wealth Architects
California
$8.74M +$3.09M +31,429 +58%
Northern Trust
118
Northern Trust
Illinois
$8.71M +$285K +2,891 +4%
RCG
119
Ruggie Capital Group
Florida
$8.69M -$1.14M -11,588 -12%
CCM
120
Coldstream Capital Management
Washington
$8.68M -$162K -1,650 -2%
Jane Street
121
Jane Street
New York
$8.56M +$3.35M +34,015 +68%
KBFS
122
Kohmann Bosshard Financial Services
Ohio
$8.47M -$760K -7,722 -9%
Two Sigma Investments
123
Two Sigma Investments
New York
$8.33M -$8.5M -86,300 -51%
DCM
124
Donaldson Capital Management
Indiana
$8.19M +$543K +5,518 +7%
CWA
125
Cypress Wealth Advisors
California
$8.14M -$3.22M -32,664 -29%

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.