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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
KL
176
KWMG LLC
Kansas
$7.09M +$6.04M +57,344 +780%
SWP
177
Stratos Wealth Partners
Ohio
$7.01M +$879K +8,336 +15%
JFA
178
Johanson Financial Advisors
California
$7M +$203K +1,925 +3%
PA
179
PFG Advisors
Arizona
$6.92M -$266K -2,526 -4%
SIAS
180
Shine Investment Advisory Services
Colorado
$6.83M -$102K -966 -2%
SCA
181
Snowden Capital Advisors
New York
$6.81M -$2.11K -20 -0%
WI
182
Wintrust Investments
Illinois
$6.74M +$49.3K +468 +0.8%
Northern Trust
183
Northern Trust
Illinois
$6.71M +$147K +1,391 +2%
HFS
184
Howard Financial Services
Texas
$6.59M +$399K +3,785 +7%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$6.55M -$506K -4,801 -7%
SWM
186
Segment Wealth Management
Texas
$6.54M -$705K -6,688 -10%
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$6.5M -$159K -1,506 -2%
FCA
188
FLC Capital Advisors
California
$6.49M +$2.78M +26,351 +80%
FSA
189
Financial Sense Advisors
California
$6.4M -$308K -2,920 -5%
CA
190
Clearstead Advisors
Ohio
$6.4M +$1.45M +13,786 +31%
KCPG
191
Kavar Capital Partners Group
Kansas
$6.37M -$13.3K -126 -0.2%
Citadel Advisors
192
Citadel Advisors
Florida
$6.36M +$202K +1,920 +3%
CIC
193
Carnegie Investment Counsel
Ohio
$6.27M +$180K +1,708 +3%
KCM
194
Karp Capital Management
California
$6.27M -$41.3K -392 -0.7%
FHA
195
Flagship Harbor Advisors
Massachusetts
$6.09M +$903K +8,568 +18%
ACM
196
Allred Capital Management
Texas
$6.04M +$729K +6,914 +14%
WIC
197
Woodmont Investment Counsel
Tennessee
$5.98M +$94.1K +893 +2%
PA
198
Parallel Advisors
California
$5.95M -$709K -6,724 -11%
KTC
199
Kistler-Tiffany Companies
Pennsylvania
$5.93M -$149K -1,409 -3%
PFA
200
Pathway Financial Advisors
Vermont
$5.87M +$8.96K +85 +0.2%

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.