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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
TPWA
826
TRUE Private Wealth Advisors
Oregon
$256K -$1.08M -10,215 -81%
MGIA
827
Moneta Group Investment Advisors
Missouri
$256K -$137K -1,300 -36%
Schroder Investment Management Group
828
Schroder Investment Management Group
United Kingdom
$255K -$31.6K -300 -11%
NCM
829
Northwest Capital Management
Oregon
$255K
ATC
830
Argent Trust Co
Tennessee
$254K +$2.42K +23 +1%
BHB
831
Bank Hapoalim BM
Israel
$252K -$20.6K -195 -8%
RCM
832
Radnor Capital Management
Pennsylvania
$252K
FWCM
833
Ferguson Wellman Capital Management
Oregon
$251K
SS
834
Sunbelt Securities
Texas
$250K +$240K +2,279 New
OIWM
835
OptiFour Integrated Wealth Management
Virginia
$247K -$4.43K -42 -2%
VCM
836
Violich Capital Management
California
$247K
AAM
837
Aureus Asset Management
Massachusetts
$245K -$46.4K -440 -16%
IC
838
Iconiq Capital
California
$244K
CW
839
CreativeOne Wealth
Kansas
$242K -$27.7K -263 -11%
BOTW
840
Bank of the West
California
$241K +$232K +2,200 New
IAA
841
Ironsides Asset Advisors
North Carolina
$241K +$232K +2,200 New
SCP
842
Silverleafe Capital Partners
Tennessee
$239K +$11.1K +105 +5%
EWG
843
Executive Wealth Group
Washington
$237K
SBL
844
Sargent Bickham Lagudis
Colorado
$237K -$14.7K -139 -6%
TW
845
TrinityPoint Wealth
Connecticut
$236K +$5.59K +53 +3%
PWMAG
846
Pinnacle Wealth Management Advisory Group
New Jersey
$233K
CA
847
Calton & Associates
Florida
$232K -$233K -2,215 -51%
Wealth Enhancement Advisory Services
848
Wealth Enhancement Advisory Services
Minnesota
$232K +$949 +9 +0.4%
NCM
849
Next Capital Management
New York
$230K +$221K +2,094 New
MYIA
850
Mount Yale Investment Advisors
Colorado
$229K

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.