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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
Millennium Management
726
Millennium Management
New York
$370K +$356K +3,374 New
OSNBOA
727
Old Second National Bank of Aurora
Illinois
$369K
LPT
728
Legacy Private Trust
Wisconsin
$364K -$164K -1,560 -32%
CGA
729
Crescent Grove Advisors
Illinois
$364K -$134K -1,270 -28%
IWP
730
Icon Wealth Partners
Texas
$363K
MFG
731
Magnus Financial Group
New York
$363K
NFG
732
Next Financial Group
Texas
$362K -$1.56M -14,819 -82%
TSWM
733
Triangle Securities Wealth Management
North Carolina
$362K -$46.3K -439 -12%
1832 Asset Management
734
1832 Asset Management
Ontario, Canada
$362K
NSAM
735
North Star Asset Management
Wisconsin
$362K
NFH
736
NEXT Financial Holdings
Texas
$362K +$348K +3,302 New
AB
737
AT Bancorp
Iowa
$360K
FSC
738
Full Sail Capital
Oklahoma
$358K -$508K -4,824 -60%
CPSAC
739
Chas P. Smith & Associates (CPS)
Florida
$356K
MPI
740
Mairs & Power Inc
Minnesota
$351K
RWA
741
Redhawk Wealth Advisors
Minnesota
$351K
NGA
742
Naples Global Advisors
Florida
$348K
OPA
743
Old Port Advisors
Maine
$347K -$632 -6 -0.2%
HR
744
Hayden Royal
North Carolina
$346K -$95.2K -903 -22%
WPA
745
West Paces Advisors
Georgia
$344K +$168K +1,594 +104%
SMFS
746
Squar Milner Financial Services
California
$343K -$105 -1 -0%
CB
747
Cadence Bank
Mississippi
$342K
PSG
748
Planning Solutions Group
Maryland
$341K
BIA
749
BHK Investment Advisors
Alabama
$340K -$123K -1,170 -27%
MCM
750
Murphy Capital Management
New Jersey
$339K -$26.6K -252 -8%

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.