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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
OC
276
Oppenheimer & Co
New York
$3.42M +$1.42M +13,439 +76%
IA
277
IFP Advisors
Florida
$3.39M -$4.02M -38,098 -55%
SSI
278
Scott & Selber Inc
Texas
$3.36M -$140K -1,326 -4%
JWBC
279
J.W. Burns & Co
New York
$3.34M +$113K +1,075 +4%
RJT
280
Raymond James Trust
Florida
$3.33M +$145K +1,376 +5%
CCG
281
Chatham Capital Group
Georgia
$3.29M -$211K -2,000 -6%
TFS
282
TrustCore Financial Services
Tennessee
$3.2M +$3.07M +29,156 New
CA
283
Cornerstone Advisory
Maryland
$3.16M +$559K +5,300 +23%
WA1
284
Wimmer Associates 1
California
$3.15M -$36.4K -345 -1%
JFGIW
285
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.13M -$38.5K -365 -1%
TC
286
Truvestments Capital
Florida
$3.1M +$2.99M +28,324 New
AT
287
Arden Trust
Delaware
$3.1M -$52.5K -498 -2%
PFA
288
Pettinga Financial Advisors
Indiana
$3.1M -$879K -8,341 -23%
NNP
289
Nachman Norwood & Parrott
South Carolina
$3.09M -$49.9K -473 -2%
CBFP
290
Cedar Brook Financial Partners
Ohio
$3.04M +$12.4K +118 +0.4%
TFCP
291
Twin Focus Capital Partners
Massachusetts
$2.99M -$242K -2,300 -8%
BC
292
Brio Consultants
California
$2.98M -$1.39M -13,164 -33%
NA
293
NewEdge Advisors
Louisiana
$2.97M -$98.9K -938 -3%
NL
294
NWAM LLC
Washington
$2.96M +$39.4K +374 +1%
HC
295
Henshaw Capital
Massachusetts
$2.96M
FWM
296
FFT Wealth Management
Pennsylvania
$2.92M +$589K +5,591 +27%
AIC
297
Archer Investment Corporation
Indiana
$2.83M +$882K +8,364 +48%
GI
298
Glovista Investments
New Jersey
$2.75M -$316K -3,000 -11%
BOH
299
Bank of Hawaii
Hawaii
$2.69M +$31.1K +295 +1%
DE
300
Day & Ennis
Georgia
$2.69M +$1.37M +12,989 +112%

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.