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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
JWM
326
Jackson Wealth Management
Florida
$2.24M -$174K -1,651 -7%
PPP
327
Private Portfolio Partners
New Jersey
$2.23M +$108K +1,022 +5%
GIM
328
Goelzer Investment Management
Indiana
$2.23M +$9.06K +86 +0.4%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$2.21M -$3.42M -32,457 -69%
SSWM
330
Sheets Smith Wealth Management
North Carolina
$2.2M
SFS
331
Sowell Financial Services
Arkansas
$2.2M -$393K -3,733 -16%
MOS
332
MGO One Seven
Ohio
$2.19M +$393K +3,732 +23%
DSC
333
Duncker Streett & Co
Missouri
$2.18M +$268K +2,544 +15%
EWM
334
Elmwood Wealth Management
California
$2.16M -$790K -7,494 -28%
VHAM
335
Van Hulzen Asset Management
California
$2.16M +$297K +2,817 +17%
BCA
336
Berman Capital Advisors
Georgia
$2.15M -$31.2K -296 -1%
MIH
337
Madison Investment Holdings
Wisconsin
$2.13M +$431K +4,089 +27%
B
338
Bridgeworth
Alabama
$2.12M -$184K -1,746 -8%
EWM
339
Evercore Wealth Management
New York
$2.12M +$1.18M +11,179 +137%
ACP
340
Aviance Capital Partners
Florida
$2.11M +$1.15M +10,930 +132%
MHS
341
M Holdings Securities
Oregon
$2.1M +$4.53K +43 +0.2%
CIA
342
Choate Investment Advisors
Massachusetts
$2.09M -$347K -3,288 -15%
HIC
343
Holderness Investments Company
North Carolina
$2.09M +$18.4K +175 +0.9%
SWP
344
Strategic Wealth Partners
Ohio
$2.09M -$35.5K -337 -2%
CM
345
Cornerstone Management
Georgia
$2.09M -$96.4K -915 -5%
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$2.06M -$142K -1,348 -7%
FAIM
347
Financial Advocates Investment Management
Washington
$2.05M -$1.71M -16,220 -46%
H
348
HoyleCohen
California
$2.05M +$170K +1,617 +9%
YWP
349
YorkBridge Wealth Partners
New York
$2.04M +$139K +1,315 +8%
RWMH
350
Riverpoint Wealth Management Holdings
Illinois
$2.04M -$130K -1,233 -6%

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.