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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
BWP
601
Baldwin Wealth Partners
Massachusetts
$603K
GA
602
Greytown Advisors
Florida
$602K
AWA
603
Acorn Wealth Advisors
Michigan
$601K -$30.7K -291 -5%
GEA
604
Glen Eagle Advisors
New Jersey
$600K
MSAM
605
Moloney Securities Asset Management
Missouri
$598K +$26.8K +254 +5%
CL
606
Cabana LLC
Arkansas
$594K -$201K -1,903 -26%
KPAG
607
KLS Professional Advisors Group
New York
$594K
HR
608
Howe & Rusling
New York
$590K -$705K -6,693 -55%
DLCIG
609
D.L. Carlson Investment Group
New Hampshire
$587K -$51.6K -490 -8%
ATPW
610
Ashton Thomas Private Wealth
Arizona
$581K +$558K +5,298 New
CM
611
Capital Management
Virginia
$577K -$27.9K -265 -5%
LW
612
Linscomb Wealth
Texas
$575K
CCP
613
Corient Capital Partners
California
$574K
IP
614
Intellectus Partners
California
$574K +$549K +5,208 New
GHA
615
GW Henssler & Associates
Georgia
$571K -$168K -1,594 -23%
FA
616
FC Advisory
Pennsylvania
$571K
IWM
617
IHT Wealth Management
Illinois
$565K +$41.1K +390 +8%
HC
618
Hamilton Capital
Ohio
$564K
CAM
619
Carret Asset Management
New York
$562K +$8.43K +80 +2%
CA
620
Continuum Advisory
Idaho
$558K +$36.9K +350 +7%
BCM
621
Brookmont Capital Management
Texas
$557K -$4.74K -45 -0.9%
OIA
622
Optimum Investment Advisors
Illinois
$557K
DHFB
623
Dixon Hubard Feinour & Brown
Virginia
$556K
LRIA
624
Leonard Rickey Investment Advisors
Washington
$555K -$843 -8 -0.2%
LSPW
625
Lake Street Private Wealth
Illinois
$550K +$528K +5,012 New

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.