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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
EFL
526
ERn Financial LLC
Wisconsin
$844K -$21.4K -203 -3%
ACP
527
Arcus Capital Partners
Georgia
$838K -$9.8K -93 -1%
SQA
528
Simon Quick Advisors
New Jersey
$838K +$192K +1,823 +31%
COI
529
Capital One Investing
Virginia
$832K +$467K +4,427 +140%
MA
530
MUFG Americas
New York
$831K -$21.1K -200 -3%
CCM
531
Coe Capital Management
Illinois
$829K -$165K -1,570 -17%
RA
532
RFG Advisory
Alabama
$829K -$91.2K -865 -10%
CPA
533
Clear Perspective Advisors
Illinois
$828K
LCAM
534
London & Capital Asset Management
United Kingdom
$819K
FFG
535
Ford Financial Group
California
$818K -$2.42K -23 -0.3%
SAA
536
Southeast Asset Advisors
Georgia
$816K
WB
537
WesBanco Bank
West Virginia
$815K +$783K +7,433 New
WS
538
Wedbush Securities
California
$809K +$59.6K +565 +8%
SFSIG
539
San Francisco Sentry Investment Group
California
$801K +$44.3K +420 +6%
CL
540
Choreo LLC
Illinois
$799K -$110K -1,043 -13%
CAC
541
Certified Advisory Corp
Florida
$799K -$19.7K -187 -3%
GJIC
542
Gamble Jones Investment Counsel
California
$798K
TYCC
543
Texas Yale Capital Corp
Florida
$798K +$384K +3,640 +100%
NFG
544
Nadler Financial Group
Illinois
$797K
VAG
545
VisionPoint Advisory Group
Texas
$797K +$211K +2,000 +38%
BOS
546
Bingham Osborn & Scarborough
California
$792K -$19K -180 -2%
AFM
547
Abbot Financial Management
Massachusetts
$789K +$158K +1,500 +26%
CGL
548
Clarius Group LLC
Washington
$788K
CFD
549
Creative Financial Designs
Indiana
$778K -$23.7K -225 -3%
GAM
550
Gould Asset Management
California
$777K

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.