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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
DC
51
Derby & Company
Massachusetts
$37.9M +$1.33M +12,626 +4%
VM
52
VPR Management
Texas
$37.3M
SCA
53
Stuart Chaussee & Associates
California
$36.5M +$4.64M +43,978 +15%
RPGK
54
Retirement Planning Group (Kansas)
Kansas
$35.8M -$102K -968 -0.3%
CMO
55
Covenant Multifamily Offices
Texas
$34.7M +$1.36M +12,927 +4%
Stifel Financial
56
Stifel Financial
Missouri
$33.8M +$8.91M +84,505 +38%
PAG
57
Private Advisor Group
New Jersey
$32.5M -$658K -6,239 -2%
PMG
58
ProVise Management Group
Florida
$31M +$734K +6,965 +3%
Citigroup
59
Citigroup
New York
$30.9M -$49.7K -472 -0.2%
AFA
60
American Financial Advisors
Georgia
$28.8M +$18.2M +173,036 +194%
FIG
61
FundX Investment Group
California
$28.6M +$1.05M +9,954 +4%
BO
62
BRR OpCo
Ohio
$28.4M +$205K +1,942 +0.8%
JFA
63
JNBA Financial Advisors
Minnesota
$28.2M -$1.14M -10,833 -4%
EGA
64
E&G Advisors
Texas
$27.7M -$662K -6,284 -2%
DT
65
Diversified Trust
Tennessee
$27.2M -$679K -6,438 -3%
M&T Bank
66
M&T Bank
New York
$26.8M -$220K -2,091 -0.8%
Creative Planning
67
Creative Planning
Kansas
$26.5M -$392K -3,716 -2%
BP
68
Ballentine Partners
Massachusetts
$26.1M -$3.78M -35,889 -13%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$25.9M +$62.2K +590 +0.3%
VWM
70
Venturi Wealth Management
Texas
$25.7M +$19.6M +185,712 +400%
AWA
71
Arete Wealth Advisors
Illinois
$24.5M +$20.2M +191,514 +597%
RWP
72
RWA Wealth Partners
Massachusetts
$24.1M +$1.5M +14,258 +7%
IFA
73
Interactive Financial Advisors
Illinois
$24M -$3.18M -30,198 -12%
SB
74
Suntrust Banks
Georgia
$21.9M -$2.09M -19,861 -9%
SFS
75
Strategic Financial Services
New York
$19.6M -$16.9M -159,908 -47%

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.