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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
WTC
251
WhitTier Trust Company
Nevada
$4.09M -$258K -2,451 -6%
GVAG
252
Great Valley Advisor Group
Delaware
$4.07M +$29.2K +277 +0.8%
FMWA
253
Forvis Mazars Wealth Advisors
Missouri
$4.03M +$360K +3,413 +10%
WPSG
254
Wealth & Pension Services Group
Georgia
$4M -$1.26K -12 -0%
KA
255
Kovack Advisors
Florida
$3.99M +$147K +1,397 +4%
MG
256
MilWealth Group
Wisconsin
$3.93M -$5.8K -55 -0.2%
BPWA
257
Beacon Pointe Wealth Advisors
California
$3.92M -$48K -455 -1%
MPW
258
MA Private Wealth
California
$3.9M +$131K +1,245 +4%
PD
259
Planning Directions
Pennsylvania
$3.9M +$211K +1,998 +6%
WT
260
Washington Trust
Rhode Island
$3.83M +$220K +2,092 +6%
NG
261
Northstar Group
New York
$3.79M -$19.1K -181 -0.5%
TC
262
Trilogy Capital
California
$3.75M +$3.25M +30,833 +912%
BFM
263
Boston Financial Management
Massachusetts
$3.72M -$507K -4,810 -12%
B
264
Brightworth
Georgia
$3.71M +$30K +285 +0.8%
OIA
265
OneDigital Investment Advisors
Kansas
$3.68M +$356K +3,373 +11%
CA
266
Cambridge Advisors
Nebraska
$3.68M -$22.3K -212 -0.6%
HCM
267
Hollencrest Capital Management
California
$3.67M
FFN
268
Focus Financial Network
Minnesota
$3.64M +$3.48M +33,055 New
KWM
269
Kingsview Wealth Management
Oregon
$3.61M +$290K +2,747 +9%
NIM
270
Northeast Investment Management
Massachusetts
$3.6M +$427K +4,050 +14%
CAGAS
271
Capital Advisory Group Advisory Services
Minnesota
$3.52M +$1.08M +10,289 +47%
GWAG
272
Garrett Wealth Advisory Group
Texas
$3.51M +$168K +1,597 +5%
I
273
IberiaBank
Louisiana
$3.46M -$787K -7,463 -19%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$3.44M +$403K +3,819 +14%
RCG
275
Ruggie Capital Group
Florida
$3.43M -$4.05M -38,458 -55%

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.