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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
FFC
926
First Financial Corp
Indiana
$110K
BlackRock
927
BlackRock
New York
$108K +$3.27K +31 +3%
BBPWM
928
Blue Bell Private Wealth Management
Pennsylvania
$105K
RA
929
Rational Advisors
New York
$104K -$48.8K -463 -33%
CIAS
930
Capital Investment Advisory Services
North Carolina
$99K -$7.8K -74 -8%
RBC
931
Roble Belko & Company
Pennsylvania
$96K
LIA
932
LS Investment Advisors
Michigan
$94K +$949 +9 +1%
WCM
933
Whitener Capital Management
North Carolina
$94K +$7.38K +70 +9%
TA
934
TCG Advisors
Texas
$94K +$90K +854 New
PFBT
935
Parkside Financial Bank & Trust
Missouri
$92K
CHC
936
City Holding Co
West Virginia
$92K +$5.27K +50 +6%
TRCT
937
Tower Research Capital (TRC)
New York
$81K +$77.7K +737 +36,850%
SL
938
Salomon & Ludwin
Virginia
$77K
FHA
939
First Horizon Advisors
Tennessee
$77K +$29K +275 +64%
NC
940
NewSquare Capital
Pennsylvania
$76K
NSB
941
Norway Savings Bank
Maine
$74K
GI
942
Gradient Investments
Minnesota
$68K -$71.1K -675 -52%
VCM
943
Vigilant Capital Management
Maine
$68K -$1.48K -14 -2%
MWC
944
MBM Wealth Consultants
Missouri
$68K
CI
945
CX Institutional
Indiana
$68K +$65K +617 New
THWM
946
Taylor Hoffman Wealth Management
Virginia
$66K
WCM
947
WealthBridge Capital Management
Ohio
$66K
AC
948
Avestar Capital
New York
$65K -$105 -1 -0.2%
PCTC
949
Perkins Coie Trust Company
Washington
$65K +$8.43K +80 +16%
JIP
950
JBJ Investment Partners
South Carolina
$63K +$60.3K +572 New

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.