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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
PMFA
451
Plante Moran Financial Advisors
Michigan
$1.16M
NWP
452
Northstar Wealth Partners
Connecticut
$1.16M +$152K +1,445 +16%
HFA
453
Hoover Financial Advisors
Pennsylvania
$1.16M +$56K +531 +5%
CNB
454
Camden National Bank
Maine
$1.16M +$73K +693 +7%
PPSG
455
Princeton Portfolio Strategies Group
New Jersey
$1.14M -$480K -4,557 -30%
KA
456
Klingman & Associates
New York
$1.14M +$137K +1,300 +14%
HFA
457
Huber Financial Advisors
Illinois
$1.14M -$29.2K -277 -3%
Fiera Capital (Canada)
458
Fiera Capital (Canada)
Quebec, Canada
$1.14M
MWM
459
Mascoma Wealth Management
New Hampshire
$1.13M -$71.7K -680 -6%
LP
460
LGL Partners
Pennsylvania
$1.12M +$325K +3,082 +43%
APW
461
Acima Private Wealth
Virginia
$1.12M
PB
462
Pinnacle Bancorp
Nebraska
$1.12M +$21.1K +200 +2%
RIA
463
RPG Investment Advisory
California
$1.12M -$24.8K -235 -2%
RGC
464
Roberts, Glore & Co
Illinois
$1.11M +$67.7K +642 +7%
SC
465
Sepio Capital
Utah
$1.11M -$665K -6,313 -38%
RBFC
466
Roman Butler Fullerton & Co
Missouri
$1.1M +$760K +7,206 +254%
DWT
467
Dorsey & Whitney Trust
South Dakota
$1.1M
LCS
468
Levin Capital Strategies
New York
$1.1M
GC
469
Grimes & Company
Massachusetts
$1.09M -$9.91K -94 -0.9%
MIM
470
Miller Investment Management
Pennsylvania
$1.09M +$337K +3,200 +47%
AW
471
ACG Wealth
Georgia
$1.09M +$36.7K +348 +4%
FA
472
FDx Advisors
Illinois
$1.09M +$1.04M +9,904 New
LIC
473
Lodestar Investment Counsel
Illinois
$1.06M +$327K +3,100 +47%
JWM
474
JGP Wealth Management
Oregon
$1.06M +$203K +1,927 +25%
Truist Financial
475
Truist Financial
North Carolina
$1.05M +$534K +5,062 +111%

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.