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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
DWM
901
Destination Wealth Management
California
$157K +$75.4K +715 +100%
MCM
902
MV Capital Management
Maryland
$155K
RIA
903
Realta Investment Advisors
Delaware
$148K +$142K +1,351 New
AI
904
ArchPoint Investors
Florida
$147K -$14.1K -134 -9%
HCM
905
Hilton Capital Management
New York
$145K -$139K -1,320 Closed
BBNA
906
Bremer Bank National Association
Minnesota
$144K +$133K +1,265 New
BBHC
907
Brown Brothers Harriman & Co
New York
$143K -$305K -2,898 -69%
CAM
908
Columbia Asset Management
Michigan
$142K +$422 +4 +0.3%
EWM
909
Edge Wealth Management
New York
$135K
SNT
910
Security National Trust
West Virginia
$134K -$10.5K -100 -8%
PVH
911
Psagot Value Holdings
Israel
$132K
PO
912
Private Ocean
California
$130K
FANJ
913
Financial Architects (New Jersey)
New Jersey
$130K +$70K +664 +126%
GWS
914
Glassman Wealth Services
Virginia
$129K -$50.2K -476 -29%
MCM
915
Manchester Capital Management
Vermont
$127K
FGAM
916
Financial Gravity Asset Management
Texas
$127K +$121K +1,147 New
AWM
917
AllSquare Wealth Management
New York
$124K
FC
918
Ferris Capital
Massachusetts
$122K
WEC
919
Winslow Evans & Crocker
Massachusetts
$122K +$6.32K +60 +6%
1IA
920
1834 Investment Advisors
Wisconsin
$121K
WA
921
Winfield Associates
Ohio
$119K
WTB
922
Washington Trust Bank
Washington
$118K -$11.5K -109 -9%
ME
923
McIlrath & Eck
Washington
$114K
OC
924
Oakworth Capital
Alabama
$114K
BFC
925
Bedel Financial Consulting
Indiana
$112K -$3.9K -37 -3%

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.