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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
Bank of America
1
Bank of America
North Carolina
$1.63B -$1.15M -11,686 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$680M +$1.84M +18,703 +0.3%
W
3
Wealthfront
California
$561M +$69.2M +702,342 +15%
UBS Group
4
UBS Group
Switzerland
$445M +$5.43M +55,192 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$430M +$8.73M +88,708 +2%
Wells Fargo
6
Wells Fargo
California
$285M -$8.98M -91,181 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$234M -$8.74M -88,799 -4%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M -$14.5M -146,908 -6%
LPL Financial
9
LPL Financial
California
$220M +$14.6M +148,181 +7%
HB
10
Homrich & Berg
Georgia
$206M +$3.54M +35,922 +2%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$201M -$2.94M -29,892 -1%
WIM
12
Windhaven Investment Management
Massachusetts
$192M -$4.19M -42,545 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$159M +$3.9M +39,641 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$134M +$8.78M +89,202 +7%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$109M +$7.68M +77,971 +8%
Ameriprise
16
Ameriprise
Minnesota
$88.5M +$8.81M +89,436 +11%
HighTower Advisors
17
HighTower Advisors
Illinois
$87.4M +$1.75M +17,771 +2%
William Blair & Company
18
William Blair & Company
Illinois
$86.9M +$3.05M +30,988 +4%
SF
19
Synovus Financial
Georgia
$84.6M +$2.89M +29,343 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$83.7M -$4.05M -41,144 -5%
MML Investors Services
21
MML Investors Services
Massachusetts
$78.8M -$1.5M -15,247 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$73.2M +$1.3M +13,158 +2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$71.7M +$34K +345 +0%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$69.8M +$4.98M +50,584 +8%
SHCM
25
Stokes & Hubbell Capital Management
Louisiana
$68.5M +$421K +4,276 +0.6%

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.