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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
Principal Financial Group
1051
Principal Financial Group
Iowa
-$218K -2,228 Closed
HW
1052
Hancock Whitney
Mississippi
-$204K -2,082 Closed
RWM
1053
RKL Wealth Management
Pennsylvania
-$201K -2,056 Closed
WANY
1054
Wealthspire Advisors (New York)
New York
-$156K -1,592 Closed
W
1055
WealthOne
New York
-$151K -1,543 Closed
IIM
1056
Ipswich Investment Management
Massachusetts
-$121K -1,240 Closed
JA
1057
JOYN Advisors
Georgia
-$120K -1,223 Closed
IC
1058
Inscription Capital
Texas
-$108K -1,100 Closed
SEIA
1059
Signature Estate & Investment Advisors
California
-$101K -1,036 Closed
MFBTD
1060
MB Financial Bank - Trust Department
Illinois
-$83K -850 Closed
PA
1061
Perennial Advisors
New York
-$73K -748 Closed
BOPW
1062
Brandywine Oak Private Wealth
Pennsylvania
-$61K -632 Closed
LWA
1063
Lenox Wealth Advisors
New York
-$58K -593 Closed
LPC
1064
Loeb Partners Corp
New York
-$20K -200 Closed
RWA
1065
River Wealth Advisors
Pennsylvania
-$19K -193 Closed
CA
1066
Claro Advisors
Massachusetts
-$19K -170 Closed
ClearBridge Investments
1067
ClearBridge Investments
New York
-$13K -135 Closed
BWA
1068
Burt Wealth Advisors
Maryland
-$10K -107 Closed
MWC
1069
MKD Wealth Coaches
Michigan
-$10K -107 Closed
SIAG
1070
Signet Investment Advisory Group
Rhode Island
-$4K -45 Closed
FIA
1071
FNY Investment Advisers
New York
+$211 +2 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.