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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
SPIA
401
Steward Partners Investment Advisory
New York
$1.52M -$6.64M -62,988 -82%
BRWM
402
B. Riley Wealth Management
Tennessee
$1.51M -$97.7K -927 -6%
TVWM
403
Tower View Wealth Management
Wisconsin
$1.5M -$6.01K -57 -0.4%
GWM
404
Geneos Wealth Management
Colorado
$1.5M -$13.2K -125 -0.9%
RCA
405
Rowland Carmichael Advisors
Arizona
$1.48M -$27.5K -261 -2%
PSUF
406
People's United Financial
Connecticut
$1.48M +$41.6K +395 +3%
SWPG
407
Strategic Wealth Partners Group
Illinois
$1.47M +$1.36M +12,878 +2,341%
SC
408
Savant Capital
Illinois
$1.47M -$1.41M -13,364 -50%
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$1.46M +$42.6K +404 +3%
CCFCSB
410
Cape Cod Five Cents Savings Bank
Massachusetts
$1.46M +$7.27K +69 +0.5%
RSWM
411
Robertson Stephens Wealth Management
California
$1.45M +$644K +6,113 +87%
M
412
MOTCO
Texas
$1.44M -$332K -3,153 -19%
VR
413
Viridian RIA
Washington
$1.43M
BCP
414
Blue Chip Partners
Michigan
$1.43M +$41K +389 +3%
WBG
415
Wharton Business Group
Pennsylvania
$1.43M -$38.5K -365 -3%
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M -$89.6K -850 -6%
FFWA
417
FRG Family Wealth Advisors
Washington
$1.4M +$1.34M +12,740 New
DAS
418
Dynamic Advisor Solutions
Arizona
$1.39M -$320K -3,033 -19%
MC
419
Moors & Cabot
Massachusetts
$1.37M +$12.1K +115 +0.9%
FNBOMD
420
First National Bank of Mount Dora
Florida
$1.36M
BCWM
421
Bartlett & Co Wealth Management
Ohio
$1.36M +$8.64K +82 +0.7%
BC
422
Bartlett & Co
Ohio
$1.35M +$8.64K +82 +0.7%
PAS
423
Partnervest Advisory Services
California
$1.34M +$139K +1,322 +12%
AIA
424
AIMZ Investment Advisors
California
$1.34M +$21.1K +200 +2%
IWA
425
IBEX Wealth Advisors
New Jersey
$1.32M -$280K -2,660 -18%

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.