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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
MIAN
151
Mariner Independent Advisor Network
Kansas
$8.58M +$310K +2,943 +4%
APA
152
American Portfolios Advisors
New York
$8.57M +$1.84M +17,448 +29%
ACP
153
Ashfield Capital Partners
California
$8.46M +$347K +3,292 +4%
RFM
154
Royal Fund Management
Florida
$8.38M +$1.2M +11,372 +17%
BWM
155
BT Wealth Management
Georgia
$8.33M -$81.3K -771 -1%
CFS
156
CRA Financial Services
New Jersey
$8.21M -$164K -1,558 -2%
PP
157
PDS Planning
Ohio
$8.18M -$116K -1,104 -1%
CCM
158
Coldstream Capital Management
Washington
$8.13M -$567K -5,381 -7%
CFA
159
Cahill Financial Advisors
Minnesota
$7.96M +$179K +1,703 +2%
SPC
160
Sigma Planning Corp
Michigan
$7.91M +$5.15M +48,819 +209%
NF
161
Nikulski Financial
Iowa
$7.9M -$137K -1,300 -2%
HH
162
Hilltop Holdings
Texas
$7.83M +$3.55M +33,688 +89%
REMPR
163
Roof Eidam Maycock Peralta (REMP)
California
$7.83M -$586K -5,560 -7%
LNB
164
Ledyard National Bank
$7.76M +$314K +2,982 +4%
HSA
165
HBK Sorce Advisory
Pennsylvania
$7.68M +$101K +962 +1%
DMC
166
Drexel Morgan & Co
Pennsylvania
$7.61M -$20K -190 -0.3%
EVM
167
Eaton Vance Management
Massachusetts
$7.59M +$60.9K +578 +0.8%
HTC
168
Haverford Trust Company
Pennsylvania
$7.57M +$448K +4,251 +7%
PFA
169
Paradigm Financial Advisors
Missouri
$7.54M +$57.9K +549 +0.8%
PWP
170
Principle Wealth Partners
Connecticut
$7.51M +$619K +5,876 +9%
SS
171
Simplicity Solutions
Minnesota
$7.47M +$4.15M +39,344 +137%
ONB
172
Old National Bancorp
Indiana
$7.45M -$1.22M -11,536 -15%
TF
173
TIAA FSB
Florida
$7.39M +$206K +1,957 +3%
AWM
174
AE Wealth Management
Kansas
$7.19M +$4.28M +40,634 +163%
RIA
175
Regal Investment Advisors
Michigan
$7.13M +$339K +3,221 +5%

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.