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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
HWMG
426
Hurlow Wealth Management Group
Indiana
$1.32M -$77.8K -738 -6%
SA
427
SRH Advisors
Kansas
$1.31M -$2.63K -25 -0.2%
KIA
428
KCM Investment Advisors
California
$1.29M +$66.9K +635 +6%
WJA
429
Williams Jones & Associates
New York
$1.28M +$126K +1,200 +11%
FNBT
430
FineMark National Bank & Trust
Florida
$1.28M +$137K +1,304 +13%
KLI
431
Kelman-Lazarov Inc
Tennessee
$1.26M -$137K -1,304 -10%
JCM
432
Jag Capital Management
Missouri
$1.26M +$85.7K +813 +8%
AWM
433
Alterna Wealth Management
Texas
$1.24M +$526K +4,992 +79%
CG
434
Caprock Group
Idaho
$1.24M +$164K +1,559 +16%
LA
435
LexAurum Advisors
Kansas
$1.23M -$36.3K -344 -3%
EWA
436
Exencial Wealth Advisors
Oklahoma
$1.23M +$16.9K +160 +1%
CPIA
437
Cornell Pochily Investment Advisors
New York
$1.23M -$137K -1,297 -10%
CHA
438
Cooper/Haims Advisors
New York
$1.23M
ASN
439
Advisory Services Network
Georgia
$1.21M +$6.32K +60 +0.5%
DDC
440
DF Dent & Co
Maryland
$1.21M +$76.4K +725 +7%
WCM
441
Windham Capital Management
Massachusetts
$1.21M +$1.16M +11,000 New
LWS
442
Lucia Wealth Services
California
$1.21M +$1M +9,510 +644%
CWAG
443
Compton Wealth Advisory Group
Virginia
$1.2M +$27.9K +265 +2%
IWC
444
Integrated Wealth Concepts
Massachusetts
$1.2M +$239K +2,264 +26%
PP
445
Patten & Patten
Tennessee
$1.19M +$347K +3,295 +44%
NSIM
446
North Star Investment Management
Illinois
$1.18M +$272K +2,584 +32%
WAG
447
Winthrop Advisory Group
Massachusetts
$1.18M -$80.6K -765 -7%
BUB
448
BBVA USA Bancshares
Texas
$1.18M -$16K -152 -1%
FCI
449
Financial Counselors Inc
Kansas
$1.18M +$5.27K +50 +0.5%
NA
450
Nottingham Advisors
New York
$1.17M +$26.8K +254 +2%

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.