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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
FAAS
151
First Allied Advisory Services
California
$6.41M -$306K -3,109 -5%
SIAS
152
Shine Investment Advisory Services
Colorado
$6.28M -$110K -1,117 -2%
KTC
153
Kistler-Tiffany Companies
Pennsylvania
$6.26M -$583K -5,925 -9%
NF
154
Nikulski Financial
Iowa
$6.25M +$6.03M +61,235 New
HTC
155
Haverford Trust Company
Pennsylvania
$6.02M +$602K +6,111 +12%
RCAG
156
Rehmann Capital Advisory Group
Michigan
$6M -$109K -1,106 -2%
SBA
157
Secrest Blakey & Associates
North Carolina
$5.94M +$5.73M +58,229 New
AW
158
ACG Wealth
Georgia
$5.9M +$5.43M +55,139 +2,047%
SCA
159
Snowden Capital Advisors
New York
$5.82M +$96.2K +977 +2%
PA
160
Parallel Advisors
California
$5.81M +$1.47M +14,937 +36%
FHC
161
First Heartland Consultants
Missouri
$5.77M -$2.85M -28,922 -34%
MFS
162
McNamara Financial Services
Massachusetts
$5.76M -$3.74K -38 -0.1%
APA
163
American Portfolios Advisors
New York
$5.75M +$5.55M +56,391 New
RIA
164
Regal Investment Advisors
Michigan
$5.65M +$588K +5,971 +12%
BFM
165
Boston Financial Management
Massachusetts
$5.64M -$307K -3,121 -5%
RFM
166
Royal Fund Management
Florida
$5.64M -$32.4K -329 -0.6%
HSA
167
HBK Sorce Advisory
Pennsylvania
$5.54M +$483K +4,907 +10%
W
168
WealthShield
North Carolina
$5.53M +$5.32M +54,067 New
WP
169
WealthShield Partners
North Carolina
$5.53M +$5.32M +54,067 New
KA
170
Kovack Advisors
Florida
$5.5M -$9.75K -99 -0.2%
PFA
171
Pathway Financial Advisors
Vermont
$5.48M +$5.29M +53,721 New
CIC
172
Carnegie Investment Counsel
Ohio
$5.42M +$1.52M +15,452 +41%
RIL
173
Rothschild Investment LLC
Illinois
$5.41M +$205K +2,080 +4%
HPWM
174
Highland Private Wealth Management
Washington
$5.3M +$309K +3,143 +6%
PP
175
Palladium Partners
Virginia
$5.23M -$17.7K -180 -0.3%

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.