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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
BAM
376
Belpointe Asset Management
Nevada
$1.7M +$486K +4,614 +43%
VIM
377
Vista Investment Management
Pennsylvania
$1.69M -$2.21K -21 -0.1%
CB
378
Commerce Bank
Missouri
$1.68M -$63K -598 -4%
CHA
379
Carmichael Hill & Associates
Maryland
$1.67M -$25.3K -240 -2%
MLFP
380
MPS Loria Financial Planners
Illinois
$1.65M -$316 -3 -0%
APP
381
Avantax Planning Partners
Iowa
$1.65M -$3.4M -32,304 -68%
FNT
382
First National Trust
Pennsylvania
$1.63M +$206K +1,950 +15%
CB
383
Community Bank
New York
$1.63M
RMCM
384
Reynders McVeigh Capital Management
Massachusetts
$1.63M +$519K +4,920 +50%
MAS
385
Madden Advisory Services
Florida
$1.63M -$14.2K -135 -0.9%
VWA
386
V Wealth Advisors
Kansas
$1.62M +$138K +1,307 +10%
SCM
387
Southport Capital Management
Tennessee
$1.61M +$503K +4,774 +48%
JIC
388
JRM Investment Counsel
Nebraska
$1.6M +$9.49K +90 +0.6%
PFPT
389
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.58M -$61K -579 -4%
BAM
390
Berkshire Asset Management
Pennsylvania
$1.58M -$121K -1,148 -7%
VC
391
Vicus Capital
Pennsylvania
$1.58M +$164K +1,556 +12%
NEGWA
392
New England Guild Wealth Advisors
Connecticut
$1.58M +$53.8K +510 +4%
CIC
393
Cutler Investment Counsel
Oregon
$1.57M +$358K +3,396 +31%
IF
394
IRON Financial
Illinois
$1.57M +$78.5K +745 +5%
SWM
395
SeaCrest Wealth Management
New York
$1.57M +$748K +7,093 +98%
MSFP
396
Mark Sheptoff Financial Planning
Connecticut
$1.55M +$93.5K +887 +7%
ONST
397
Old North State Trust
North Carolina
$1.54M -$92.9K -881 -6%
PFC
398
Personal Financial Consultants
California
$1.54M -$1.48K -14 -0.1%
KPW
399
Kore Private Wealth
New York
$1.53M +$291K +2,759 +25%
LSAG
400
Lake Street Advisors Group
New Hampshire
$1.52M

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.