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Vanguard Dividend Appreciation ETF

1,024 hedge funds and large institutions have $12.7B invested in Vanguard Dividend Appreciation ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 360 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more call options, than puts

Call options by funds: $19.9M | Put options by funds: $3.91M

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

9% more capital invested

Capital invested by funds: $11.6B → $12.7B (+$1.1B)

4% more funds holding

Funds holding: 9861,024 (+38)

5% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 360

1.44% less ownership

Funds ownership: 40.45%39.01% (-1.4%)

2% less funds holding in top 10

Funds holding in top 10: 126124 (-2)

Holders
1,024
Holders Change
+38
Holders Change %
+3.85%
% of All Funds
22.16%
Holding in Top 10
124
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.59%
% of All Funds
2.68%
New
100
Increased
377
Reduced
360
Closed
48
Calls
$19.9M
Puts
$3.91M
Net Calls
+$16M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
226
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.7M
MAFM
227
Mid Atlantic Financial Management
Pennsylvania
$4.69M +$273K +2,589 +6%
AC
228
Alexandria Capital
Virginia
$4.67M +$157K +1,485 +4%
VFA
229
Voya Financial Advisors
Connecticut
$4.66M +$25.7K +244 +0.6%
CTC
230
Central Trust Company
Missouri
$4.59M -$118K -1,115 -3%
1WA
231
180 Wealth Advisors
Washington
$4.59M +$1.25M +11,871 +40%
WP
232
WealthShield Partners
North Carolina
$4.55M +$461K +4,378 +12%
BF
233
BOK Financial
Oklahoma
$4.52M +$282K +2,680 +7%
SC
234
SouthState Corp
Florida
$4.51M -$43.8K -416 -1%
BFEC
235
Benjamin F. Edwards & Company
Missouri
$4.48M +$46.5K +441 +1%
WIP
236
Wellesley Investment Partners
Massachusetts
$4.46M
MWA
237
Meridian Wealth Advisors
Texas
$4.45M -$461K -4,375 -10%
CIBC World Market
238
CIBC World Market
Ontario, Canada
$4.4M +$1.69M +16,073 +67%
FM
239
Family Management
New York
$4.38M +$624K +5,916 +17%
RMAM
240
Raab & Moskowitz Asset Management
New Jersey
$4.32M +$53.4K +507 +1%
FI
241
Financial Insights
Washington
$4.29M -$525K -4,982 -12%
HFS
242
HL Financial Services
Kentucky
$4.29M -$1.97M -18,675 -32%
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.28M +$233K +2,208 +6%
BIA
244
Bigelow Investment Advisors
Maine
$4.26M +$217K +2,055 +6%
ECM
245
Evergreen Capital Management
Washington
$4.24M +$60K +569 +1%
ACI
246
Alpha Cubed Investments
California
$4.2M +$376K +3,563 +10%
NWS
247
Newport Wealth Strategies
California
$4.16M +$383K +3,636 +11%
HWA
248
HHM Wealth Advisors
Tennessee
$4.14M -$386K -3,665 -9%
ECM
249
ETrade Capital Management
Virginia
$4.1M +$255K +2,424 +7%
CFGS
250
Concourse Financial Group Securities
Alabama
$4.09M -$54.1K -513 -1%

VIG Hedge Fund Activity: Q1 2019 in Review

1,024 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2019, worth a combined $12.7B — up 9.5% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VIG positions and 48 closed out — a net gain of 52 holders — while 377 added to existing stakes and 360 trimmed.

The largest buyer was Zions Bancorporation, opening a new position worth an estimated $83M. The largest seller was Bank of America, cutting an estimated $309M.

  • 1,024 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2019, up from 986 in Q4 2018.
  • Funds reported $12.7B of Vanguard Dividend Appreciation ETF stock for Q1 2019, up 9.5% quarter-over-quarter.
  • 100 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2019 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2019 was Zions Bancorporation, an estimated $83M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2019 was Bank of America, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2019.