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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
AF
351
Affiance Financial
Minnesota
$2.04M -$60.3K -572 -3%
MIM
352
Moseley Investment Management
Florida
$2.03M +$1.95M +18,498 New
FWP
353
FAS Wealth Partners
Kansas
$2M +$50.5K +479 +3%
JFG
354
JMG Financial Group
Illinois
$1.98M -$214K -2,033 -10%
SVWA
355
Sound View Wealth Advisors
Georgia
$1.98M +$457K +4,340 +32%
TFO
356
Tarbox Family Office
California
$1.97M -$52.3K -496 -3%
SG
357
StoneX Group
New York
$1.96M +$486K +4,612 +35%
PA
358
Pinnacle Associates
New York
$1.95M +$5.48K +52 +0.3%
Cetera Investment Advisers
359
Cetera Investment Advisers
Illinois
$1.92M +$73K +693 +4%
AFP
360
Ausdal Financial Partners
Iowa
$1.9M +$6.43K +61 +0.4%
MAA
361
Mraz Amerine & Associates
California
$1.89M -$4.22K -40 -0.2%
TFGT
362
TS Financial Group (TSFG)
Illinois
$1.89M +$1.82M +17,224 New
AWM
363
Aevitas Wealth Management
Massachusetts
$1.89M +$26.2K +249 +1%
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$1.88M -$108K -1,026 -6%
HCMT
365
Highland Capital Management (Tennessee)
Tennessee
$1.87M -$41.3K -392 -2%
NIA
366
Northstar Investment Advisors
Colorado
$1.86M -$211K -2,000 -11%
GLA
367
Good Life Advisors
Pennsylvania
$1.78M +$80.8K +767 +5%
JIP
368
Jaffetilchin Investment Partners
Florida
$1.77M +$965K +9,154 +130%
HT
369
Heritage Trust
Oklahoma
$1.77M +$679K +6,439 +66%
JIC
370
Johnson Investment Counsel
Ohio
$1.75M +$19.5K +185 +1%
KeyBank National Association
371
KeyBank National Association
Ohio
$1.75M -$75.7K -718 -4%
CAG
372
Crestwood Advisors Group
Massachusetts
$1.75M -$216K -2,045 -11%
FIM
373
Freedom Investment Management
Connecticut
$1.73M +$823K +7,810 +98%
BAC
374
Boys Arnold & Co
North Carolina
$1.7M
HNB
375
Huntington National Bank
Ohio
$1.7M

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.