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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
MCM
476
Maxim Capital Management
California
$1.05M -$21.3K -202 -2%
SB
477
Strategic Blueprint
Georgia
$1.05M +$68.5K +650 +7%
WIA
478
Wealthstreet Investment Advisors
Texas
$1.04M
TA
479
TFG Advisers
Michigan
$1.04M +$16.2K +154 +2%
BA
480
Boston Advisors
Massachusetts
$1.03M +$34K +323 +4%
SB
481
Simmons Bank
Arkansas
$1.03M +$184K +1,745 +23%
FPGK
482
Financial Partners Group (Kansas)
Kansas
$1.03M
V
483
Veritable
Delaware
$1.03M
KFGK
484
Keystone Financial Group (Kentucky)
Kentucky
$1.03M +$41.3K +392 +4%
BFS
485
Bradley Foster & Sargent
Connecticut
$1.03M +$153K +1,455 +18%
BB
486
Busey Bank
Illinois
$1.03M
GWCM
487
Godshalk Welsh Capital Management
Pennsylvania
$1.02M +$27.5K +261 +3%
AWM
488
Avior Wealth Management
Nebraska
$1.02M -$36.4K -345 -4%
CWS
489
Cypress Wealth Services
California
$1.01M -$97.7K -927 -9%
SCA
490
STALEY CAPITAL ADVISERS
Pennsylvania
$1.01M +$53.3K +506 +6%
HCM
491
HMS Capital Management
Tennessee
$1.01M -$3.74M -35,523 -79%
WFM
492
Wolff Financial Management
Michigan
$1M +$49K +465 +5%
ACS
493
Archford Capital Strategies
Illinois
$1M -$738 -7 -0.1%
AIA
494
Alera Investment Advisors
Illinois
$988K -$56.8K -539 -6%
VDI
495
Vaughan David Investments
Illinois
$981K -$1.91M -18,147 -67%
SBH
496
Segall Bryant & Hamill
Illinois
$981K -$174K -1,654 -16%
RFC
497
Regions Financial Corp
Alabama
$979K +$21.6K +205 +2%
RWA
498
Ropes Wealth Advisors
Massachusetts
$975K -$147K -1,393 -14%
EWM
499
Empirical Wealth Management
Washington
$968K -$58K -550 -6%
KP
500
Keel Point
Alabama
$958K -$21.2K -201 -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.