We are live on ! Find out more
VIG icon

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
TF
676
TimeScale Financial
Massachusetts
$439K -$47.7K -453 -10%
SCM
677
SOL Capital Management
Maryland
$439K
EIP
678
Ellis Investment Partners
Pennsylvania
$438K -$2.63K -25 -0.6%
MWM
679
Merriman Wealth Management
Washington
$437K
MA
680
MONECO Advisors
Connecticut
$437K +$32.1K +305 +8%
LWM
681
Lyell Wealth Management
California
$437K +$419K +3,972 New
SMC
682
Smith, Moore & Co
Missouri
$435K +$33.7K +320 +9%
PG
683
Patten Group
Tennessee
$435K +$418K +3,966 New
SCA
684
Sage Capital Advisors
South Dakota
$434K +$105K +1,000 +34%
BCM
685
Boltwood Capital Management
California
$429K -$57.1K -542 -12%
MWPCG
686
Measured Wealth Private Client Group
New Hampshire
$429K +$211 +2 +0.1%
CCMG
687
Clark Capital Management Group
Pennsylvania
$427K +$36.6K +347 +10%
GIA
688
Gladstone Institutional Advisory
Florida
$426K -$21.8K -207 -5%
TIM
689
Tortoise Investment Management
New York
$423K
BWCS
690
Beirne Wealth Consulting Services
Connecticut
$423K +$72.9K +692 +22%
RTS
691
Round Table Services
New Jersey
$421K
NFG
692
Nations Financial Group
Iowa
$420K
VCA
693
Verdence Capital Advisors
Maryland
$417K +$10.6K +101 +3%
PFM
694
Parsec Financial Management
North Carolina
$416K +$40.8K +387 +11%
AP
695
Appleton Partners
Massachusetts
$413K -$5.32M -50,466 -93%
SGAM
696
Steinberg Global Asset Management
Florida
$413K +$13.9K +132 +4%
BAAM
697
Baker Avenue Asset Management
California
$411K -$4.47M -42,364 -92%
NL
698
NVWM LLC
Pennsylvania
$410K -$8.85K -84 -2%
BFIM
699
Beese Fulmer Investment Management
Ohio
$410K
CT
700
Cambridge Trust
Massachusetts
$410K

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.