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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
LIM
201
Leavell Investment Management
Alabama
$4.2M -$187K -1,895 -4%
AC
202
Alexandria Capital
Virginia
$4.17M -$48K -487 -1%
BIA
203
Bigelow Investment Advisors
Maine
$4.12M +$3.98M +40,412 New
WIP
204
Wellesley Investment Partners
Massachusetts
$4.08M -$7.88K -80 -0.2%
CIA
205
Choate Investment Advisors
Massachusetts
$3.98M -$428K -4,348 -10%
SCA
206
Stokes Capital Advisors
South Carolina
$3.96M +$3.83M +38,863 New
HFS
207
HL Financial Services
Kentucky
$3.95M -$3.89M -39,516 -51%
BFS
208
Bradley Foster & Sargent
Connecticut
$3.94M -$14.8K -150 -0.4%
MIAN
209
Mariner Independent Advisor Network
Kansas
$3.92M +$2.47M +25,116 +189%
NG
210
Northstar Group
New York
$3.89M -$162K -1,650 -4%
CAS
211
Cue Advisory Services
Arizona
$3.87M -$184K -1,865 -5%
AT
212
Arden Trust
Delaware
$3.87M -$68.9K -700 -2%
BFEC
213
Benjamin F. Edwards & Company
Missouri
$3.85M +$72.7K +738 +2%
WTC
214
WhitTier Trust Company
Nevada
$3.82M -$9.85K -100 -0.3%
LP
215
LGL Partners
Pennsylvania
$3.76M +$3.11M +31,633 +608%
ECM
216
Evergreen Capital Management
Washington
$3.61M +$1.08K +11 +0%
PCM
217
Price Capital Management
Louisiana
$3.57M +$3.45M +35,035 New
GLA
218
Good Life Advisors
Pennsylvania
$3.53M +$148K +1,500 +5%
CA
219
Cambridge Advisors
Nebraska
$3.52M -$81.7K -830 -2%
RA
220
RFG Advisory
Alabama
$3.38M +$725K +7,361 +29%
ECM
221
ETrade Capital Management
Virginia
$3.37M +$303K +3,077 +10%
T
222
Thomaspartners
Massachusetts
$3.36M +$2.15M +21,855 +198%
VCM
223
Versant Capital Management
Arizona
$3.35M -$34.4K -349 -1%
SQA
224
Simon Quick Advisors
New Jersey
$3.35M -$748K -7,600 -20%
REMPR
225
Roof Eidam Maycock Peralta (REMP)
California
$3.34M +$160K +1,620 +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.