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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
CL
76
CPWM LLC
Washington
$18.9M
Baird Financial Group
77
Baird Financial Group
Wisconsin
$18.7M +$2.26M +21,451 +14%
CAN
78
Cetera Advisor Networks
California
$18.5M +$733K +6,952 +4%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$18.4M +$929K +8,810 +6%
CFA
80
Carroll Financial Associates
North Carolina
$18.1M +$649K +6,157 +4%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$17.2M -$442K -4,194 -3%
SI
82
Stephens Inc
Arkansas
$17.1M -$318K -3,017 -2%
USAA
83
United Services Automobile Association
Texas
$16.9M -$779K -7,390 -5%
WA
84
Wealth Architects
California
$16.8M +$1.35M +12,785 +9%
CAL
85
Capital Advisors Ltd
Ohio
$16.6M +$1.44M +13,655 +10%
ECG
86
Edge Capital Group
Georgia
$16.5M -$245K -2,322 -2%
AA
87
Ancora Advisors
Ohio
$16.4M +$75.3K +714 +0.5%
SI
88
SimpliFi Inc
California
$16.3M +$180K +1,712 +1%
DWM
89
Doyle Wealth Management
Florida
$16.2M +$511K +4,848 +3%
QCM
90
Quest Capital Management
Texas
$16.1M -$436K -4,140 -3%
NFC
91
Northeast Financial Consultants
Connecticut
$16M +$1.92M +18,191 +14%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$15.8M +$1.1M +10,413 +8%
NHC
93
Nicholas Hoffman & Company
Georgia
$15.3M -$1.6M -15,143 -10%
GC
94
Gibson Capital
Pennsylvania
$14.8M
CWM
95
Cornerstone Wealth Management
Missouri
$14.7M -$1.83M -17,391 -20%
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.1M +$387K +3,675 +3%
CRC
97
Curi RMB Capital
Illinois
$14.1M +$425K +4,033 +3%
GLLW
98
Graves Light Lenhart Wealth
Virginia
$14.1M +$463K +4,390 +4%
US Bancorp
99
US Bancorp
Minnesota
$13.5M +$2.22M +21,074 +21%
TCM
100
TD Capital Management
Tennessee
$13.4M -$142K -1,349 -1%

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.