We are live on ! Find out more
VIG icon

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
IA
126
IFP Advisors
Florida
$8.11M -$162K -1,645 -2%
FWM
127
FFT Wealth Management
Pennsylvania
$8.07M +$7.79M +79,104 New
IAA
128
Ironsides Asset Advisors
North Carolina
$8.06M -$107K -1,089 -1%
DMC
129
Drexel Morgan & Co
Pennsylvania
$7.87M -$61.4K -624 -0.8%
EDRIA
130
Edmonds Duncan Registered Investment Advisors
Kansas
$7.76M +$239K +2,426 +3%
JGIA
131
Jackson Grant Investment Advisers
Connecticut
$7.71M +$451K +4,584 +6%
LNB
132
Ledyard National Bank
$7.56M -$39K -396 -0.5%
CFA
133
Cahill Financial Advisors
Minnesota
$7.54M +$466K +4,736 +7%
CTC
134
Central Trust Company
Missouri
$7.41M -$769K -7,813 -10%
LA
135
Leonetti & Associates
Illinois
$7.37M -$35.1K -356 -0.5%
NFG
136
NewFocus Financial Group
Washington
$7.35M +$247K +2,504 +4%
JFA
137
Johanson Financial Advisors
California
$7.34M -$87.6K -890 -1%
EVM
138
Eaton Vance Management
Massachusetts
$7.33M -$8.47K -86 -0.1%
ACP
139
Ashfield Capital Partners
California
$7.11M -$46.8K -475 -0.7%
PFA
140
Paradigm Financial Advisors
Missouri
$7.06M +$166K +1,690 +3%
TF
141
TIAA FSB
Florida
$7.02M +$436K +4,430 +7%
DADC
142
D.A. Davidson & Co
Montana
$6.94M -$9.95K -101 -0.1%
AAP
143
Arax Advisory Partners
Colorado
$6.83M +$127K +1,285 +2%
WIC
144
Woodmont Investment Counsel
Tennessee
$6.81M -$155K -1,575 -2%
US Bancorp
145
US Bancorp
Minnesota
$6.79M +$286K +2,900 +5%
CA
146
Cetera Advisors
Colorado
$6.78M +$1.08M +10,928 +20%
OPCM
147
Osborne Partners Capital Management
California
$6.55M +$50.2K +510 +0.8%
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$6.52M +$1.09M +11,095 +21%
SWP
149
Strategic Wealth Partners
Ohio
$6.5M +$6.59M +66,925 New
HT
150
Hefren-Tillotson
Pennsylvania
$6.49M -$46.7K -474 -0.7%

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.