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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
CFB
951
Cullen/Frost Bankers
Texas
$63K +$60.7K +576 New
LFA
952
Legacy Financial Advisors
Kentucky
$61K
CB
953
CNB Bank
Pennsylvania
$59K
RFA
954
Reilly Financial Advisors
California
$58K -$21.1K -200 -27%
HI
955
Hudock Inc
Pennsylvania
$57K
RAM
956
Riggs Asset Management
Pennsylvania
$57K +$22.9K +217 +71%
GT
957
Glenmede Trust
Pennsylvania
$55.9K -$4.29M -40,728 -7%
FA
958
Fortis Advisors
Pennsylvania
$55K
AIM
959
Advantage Investment Management
Iowa
$52K
QAM
960
QCI Asset Management
New York
$51K -$18.6K -176 -27%
LWM
961
Liberty Wealth Management
California
$51K
BAM
962
Barrett Asset Management
New York
$47K
IF
963
Ironwood Financial
Arizona
$47K
CWA
964
Clarus Wealth Advisors
Arizona
$46K -$2.21K -21 -5%
PGWM
965
Parisi Gray Wealth Management
New Jersey
$45K
RFWA
966
RPg Family Wealth Advisory
Massachusetts
$41.7K +$40.1K +380 New
SIM
967
Sonora Investment Management
Arizona
$41K -$15.8K -150 -29%
APSP
968
Asset Planning Services (Pennsylvania)
Pennsylvania
$39K
DAM
969
Delta Asset Management
Tennessee
$38K
GWMIA
970
Global Wealth Management Investment Advisory
Florida
$38K
WWM
971
Willingdon Wealth Management
North Carolina
$38K
MAU
972
MRA Associates USA
Arizona
$37.7K -$65.5K -621 -64%
CAL
973
Capital Analysts LLC
Pennsylvania
$37K
BNP Paribas Financial Markets
974
BNP Paribas Financial Markets
France
$35.7K -$30.6K -290 -47%
FPB
975
First PREMIER Bank
South Dakota
$35K

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.