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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
LWAC
301
Laurel Wealth Advisors (California)
California
$2.68M +$215K +2,039 +9%
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$2.68M -$7.19M -68,170 -74%
SCI
303
S&CO Inc
Massachusetts
$2.66M
TCOV
304
Trust Company of Vermont
Vermont
$2.66M -$32K -304 -1%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$2.65M +$823K +7,813 +48%
LA
306
Lau Associates
Delaware
$2.6M +$180K +1,710 +8%
SAM
307
Smithbridge Asset Management
Pennsylvania
$2.59M +$104K +985 +4%
NAS
308
Nicolet Advisory Services
Wisconsin
$2.57M +$2.47M +23,469 New
GRP
309
Global Retirement Partners
California
$2.54M +$207K +1,966 +9%
PTC
310
Philadelphia Trust Company
Pennsylvania
$2.53M +$2.44M +23,113 New
VCM
311
Versant Capital Management
Arizona
$2.53M -$39K -370 -2%
BWA
312
BDO Wealth Advisors
Florida
$2.51M +$616K +5,841 +34%
BFO
313
Boston Family Office
Massachusetts
$2.5M +$388K +3,680 +19%
TD Asset Management
314
TD Asset Management
Ontario, Canada
$2.48M +$64.3K +610 +3%
ABC
315
Associated Banc-Corp
Wisconsin
$2.45M +$145K +1,371 +7%
Nomura Asset Management
316
Nomura Asset Management
Japan
$2.44M
PPA
317
Parametric Portfolio Associates
Washington
$2.4M +$473K +4,486 +26%
EHPM
318
Emery Howard Portfolio Management
California
$2.4M -$15.5K -147 -0.7%
IA
319
IFG Advisory
Georgia
$2.38M +$169K +1,599 +8%
AIA
320
Angeles Investment Advisors
California
$2.37M
BSW
321
Buckingham Strategic Wealth
Missouri
$2.36M -$848K -8,045 -27%
AIC
322
Ameritas Investment Company
Nebraska
$2.32M +$2.23M +21,199 New
CHP
323
Cable Hill Partners
Oregon
$2.31M +$1.06M +10,073 +91%
AEPG
324
American Economic Planning Group
New Jersey
$2.29M +$169K +1,599 +8%
Bessemer Group
325
Bessemer Group
New Jersey
$2.28M +$97K +920 +5%

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.