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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
RCAG
201
Rehmann Capital Advisory Group
Michigan
$5.74M +$91.5K +868 +2%
FHC
202
First Heartland Consultants
Missouri
$5.74M +$37.8K +359 +0.7%
BCA
203
Bay Colony Advisors
Massachusetts
$5.63M +$1.65M +15,670 +44%
CG
204
Colony Group
Massachusetts
$5.55M +$947K +8,982 +22%
CWA
205
Cypress Wealth Advisors
California
$5.46M -$1.12M -10,582 -18%
DWM
206
Darwin Wealth Management
Florida
$5.43M +$231K +2,190 +5%
AAS
207
Avantax Advisory Services
Texas
$5.42M +$792K +7,518 +18%
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$5.42M +$867K +8,223 +20%
CS
209
Comerica Securities
Michigan
$5.36M -$22.6K -214 -0.4%
WWM
210
Western Wealth Management
Colorado
$5.3M +$10.4K +99 +0.2%
PP
211
Palladium Partners
Virginia
$5.28M -$76.4K -725 -1%
RIL
212
Rothschild Investment LLC
Illinois
$5.22M +$2.63K +25 +0.1%
LIM
213
Leavell Investment Management
Alabama
$5.21M -$93.3K -885 -2%
SCA
214
Stokes Capital Advisors
South Carolina
$5.16M +$602K +5,711 +14%
CCT
215
Country Club Trust
Missouri
$5.07M +$1.23M +11,687 +34%
LGWM
216
Litman Gregory Wealth Management
California
$5.05M -$213K -2,018 -4%
WLIM
217
White Lighthouse Investment Management
Massachusetts
$5M -$253K -2,404 -5%
WB
218
Webster Bank
Connecticut
$4.99M -$34.9K -331 -0.7%
JMFC
219
J.M. Forbes & Co
Massachusetts
$4.89M +$26.8K +254 +0.6%
LFAS
220
Level Four Advisory Services
Texas
$4.87M -$294K -2,793 -6%
MFS
221
McNamara Financial Services
Massachusetts
$4.85M -$183K -1,739 -3%
ACA
222
Aptus Capital Advisors
Alabama
$4.83M +$4.64M +44,069 New
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
$4.8M +$1.82M +17,250 +65%
WCG
224
Weaver Consulting Group
California
$4.77M +$4.41M +41,839 New
CIA
225
Capital Investment Advisors
Georgia
$4.77M +$16K +152 +0.4%

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.