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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
FFS
501
Founders Financial Securities
Maryland
$955K +$50.1K +475 +6%
GFPC
502
Global Financial Private Capital
Florida
$949K -$712K -6,756 -44%
AWM
503
Altium Wealth Management
New York
$947K -$15.4K -146 -2%
RI
504
Ridgewood Investments
New Jersey
$941K +$527 +5 +0.1%
PFO
505
Pathstone Family Office
New Jersey
$933K +$254K +2,410 +39%
EA
506
Evergreen Advisors
Tennessee
$932K -$84.5K -802 -9%
KTA
507
Keeley-Teton Advisors
Illinois
$927K
BRWA
508
B. Riley Wealth Advisors
Florida
$923K -$45.7K -434 -5%
SCG
509
Sonata Capital Group
Washington
$913K
SFG
510
SNS Financial Group
Minnesota
$909K -$45.7K -434 -5%
BJL
511
Brighton Jones LLC
Washington
$905K +$161K +1,526 +23%
TA
512
Tiedemann Advisors
New York
$900K +$4.43K +42 +0.5%
QCMC
513
Quantum Capital Management (California)
California
$885K -$2.48M -23,535 -74%
CWM
514
Cranbrook Wealth Management
Michigan
$879K -$80.4K -763 -9%
BL
515
BFSG LLC
California
$877K -$53.4K -507 -6%
Two Sigma Investments
516
Two Sigma Investments
New York
$877K +$843K +8,000 New
AIP
517
Almanack Investment Partners
Pennsylvania
$871K -$32.9K -312 -4%
LRPA
518
L. Roy Papp & Associates
Arizona
$869K
IIC
519
Ironwood Investment Counsel
Arizona
$867K -$6.32K -60 -0.8%
TAM
520
Tocqueville Asset Management
New York
$858K +$825K +7,825 New
SMG
521
Spectrum Management Group
Indiana
$855K +$11.2K +106 +1%
FT
522
Fiduciary Trust
Massachusetts
$851K -$2.11K -20 -0.3%
TC
523
Trust Company
Kansas
$847K -$3.69K -35 -0.5%
VV
524
Verity & Verity
South Carolina
$846K -$402K -3,812 -33%
WC
525
Whitnell & Co
Illinois
$846K

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.