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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
BFA
576
Benedict Financial Advisors
Georgia
$680K +$37.3K +354 +6%
TL
577
TrueWealth LLC
Georgia
$676K -$45.7K -434 -7%
SHGA
578
Sand Hill Global Advisors
California
$675K +$122K +1,161 +23%
BIM
579
Baldwin Investment Management
Pennsylvania
$673K -$10.5K -100 -2%
First Manhattan
580
First Manhattan
New York
$671K +$132K +1,254 +26%
NB
581
Northwest Bancshares
Pennsylvania
$666K -$211K -2,000 -25%
Deutsche Bank
582
Deutsche Bank
Germany
$665K +$435K +4,125 +211%
ATFA
583
All Terrain Financial Advisors
Minnesota
$663K -$45.8K -435 -7%
LBC
584
Lowe Brockenbrough & Co
Virginia
$659K -$30.6K -290 -5%
TIA
585
Traphagen Investment Advisors
New Jersey
$659K +$633K +6,007 New
PWM
586
Perigon Wealth Management
California
$650K -$57.4K -545 -9%
Cerity Partners
587
Cerity Partners
New York
$649K -$172K -1,636 -22%
EAM
588
Evanson Asset Management
California
$649K
WMG
589
WESCAP Management Group
California
$648K
FIM
590
Frontier Investment Management
Texas
$639K -$74.5K -707 -11%
BCM
591
Bienville Capital Management
New York
$635K +$105 +1 +0%
CCT
592
Capital City Trust
Florida
$634K
RWM
593
Ritholtz Wealth Management
New York
$628K -$58.1K -551 -9%
SCM
594
Sterneck Capital Management
Missouri
$625K
WSFS
595
Wilmington Savings Fund Society
Delaware
$624K +$13K +123 +2%
LCC
596
Lincoln Capital Corp
Rhode Island
$615K
FG
597
Fiduciary Group
Georgia
$614K -$12.1K -115 -2%
IMOV
598
Investment Management of Virginia
Virginia
$614K +$295K +2,800 +100%
RM
599
Resource Management
Louisiana
$606K +$270K +2,565 +86%
SPI
600
Santori & Peters Inc
Pennsylvania
$603K -$26.7K -253 -4%

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.