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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
TFA
1026
Transamerica Financial Advisors
Florida
-$9.02M -92,039 Closed
3AM
1027
3EDGE Asset Management
Florida
-$7.18M -73,288 Closed
DLHL
1028
Donald L. Hagan LLC
Florida
-$6.7M -68,367 Closed
SBA
1029
Secrest Blakey & Associates
North Carolina
-$4.93M -50,356 Closed
NSLI
1030
Nan Shan Life Insurance
Taiwan
-$4.8M -49,000 Closed
BCM
1031
Barometer Capital Management
Ontario, Canada
-$3.43M -35,000 Closed
DWA
1032
Dorsey Wright & Associates
California
-$2.9M -29,579 Closed
RC
1033
Rinet Company
Massachusetts
-$2.26M -23,114 Closed
EWA
1034
EP Wealth Advisors
California
-$1.88M -19,200 Closed
PCM
1035
Penserra Capital Management
California
-$1.5M -15,306 Closed
RRAM
1036
River Road Asset Management
Kentucky
-$1.42M -14,450 Closed
BA
1037
Bristlecone Advisors
Washington
-$1.34M -13,657 Closed
SGCA
1038
Steel Grove Capital Advisors
Tennessee
-$1.16M -11,793 Closed
RFO
1039
RiverGlades Family Offices
Florida
-$1.13M -11,548 Closed
Renaissance Technologies
1040
Renaissance Technologies
New York
-$901K -9,200 Closed
FTI
1041
Fiduciary Trust International
Massachusetts
-$717K -7,315 Closed
FCH
1042
Freestone Capital Holdings
Washington
-$617K -6,299 Closed
HW
1043
Hamilton Wealth
California
-$505K -5,155 Closed
IAA
1044
Independent Advisor Alliance
North Carolina
-$362K -3,457 Closed
AAM
1045
Autus Asset Management
Arizona
-$329K -3,360 Closed
BDF
1046
Black Diamond Financial
Maryland
-$310K -3,202 Closed
SHIM
1047
Stone House Investment Management
Pennsylvania
-$274K -2,796 Closed
ESB
1048
Essex Savings Bank
Connecticut
-$264K -2,700 Closed
EWA
1049
ERTS Wealth Advisors
Michigan
-$219K -2,236 Closed
FPCG
1050
Fort Pitt Capital Group
Pennsylvania
-$218K -2,230 Closed

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.