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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
VBFP
801
Valtinson Bruner Financial Planning
Minnesota
$282K +$28.6K +271 +12%
MWM
802
Mission Wealth Management
California
$282K +$38.8K +368 +17%
CPA
803
Capital Planning Advisors
California
$281K -$81.8K -776 -23%
HDIM
804
Hanson & Doremus Investment Management
Vermont
$281K +$738 +7 +0.3%
PHS
805
Pekin Hardy Strauss
Illinois
$280K
GGI
806
Godsey & Gibb Inc
Virginia
$278K +$8.12K +77 +3%
Mackenzie Financial
807
Mackenzie Financial
Ontario, Canada
$278K +$267K +2,536 New
SYBT
808
Stock Yards Bank & Trust
Kentucky
$275K +$264K +2,509 New
P
809
&Partners
Tennessee
$274K
GSWM
810
Golden State Wealth Management
California
$274K +$263K +2,496 New
GKWIM
811
Gerber Kawasaki Wealth & Investment Management
California
$273K -$4.43K -42 -2%
KTM
812
Keeler Thomas Management
Utah
$273K +$9.8K +93 +4%
WCF
813
West Coast Financial
California
$273K +$15.8K +150 +6%
CFG
814
Citizens Financial Group
Rhode Island
$272K +$204K +1,932 +361%
OAM
815
Oak Asset Management
California
$271K
HCM
816
Hengehold Capital Management
Ohio
$270K -$3.69K -35 -1%
LIA
817
LBMC Investment Advisors
Tennessee
$270K +$24.5K +232 +10%
TWA
818
TCI Wealth Advisors
Arizona
$268K
ECAM
819
East Coast Asset Management
Massachusetts
$266K -$11.6K -110 -4%
KIA
820
Kopp Investment Advisors
Minnesota
$263K
CA
821
CapWealth Advisors
Tennessee
$259K
PW
822
Peninsula Wealth
California
$259K
SLA
823
Silver Lake Advisory
Utah
$259K +$249K +2,358 New
CCP
824
Cardan Capital Partners
Colorado
$258K
CCM
825
Crossvault Capital Management
Texas
$257K -$13.2K -125 -5%

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.