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Vanguard International Dividend Appreciation ETF

79 hedge funds and large institutions have $336M invested in Vanguard International Dividend Appreciation ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $292M → $336M (+$43.6M)

13% more funds holding

Funds holding: 7079 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.42% less ownership

Funds ownership: 45.55%38.12% (-7.4%)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
43
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.32M +$1.03M +15,517 +75%
NF
27
Nikulski Financial
Iowa
$2.27M +$239K +3,600 +11%
Jane Street
28
Jane Street
New York
$2.2M +$1.63M +24,516 +256%
LNC
29
Lincoln National Corp
Pennsylvania
$1.99M -$1.55M -23,384 -43%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.83M +$1.88M +28,322 New
T
31
Thomaspartners
Massachusetts
$1.75M -$15.9K -240 -0.9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.59M -$1.39K -21 -0.1%
SPIA
33
Steward Partners Investment Advisory
New York
$1.45M +$1.49M +22,439 New
AWA
34
Acorn Wealth Advisors
Michigan
$1.38M +$505K +7,612 +57%
Vanguard Group
35
Vanguard Group
Pennsylvania
$1.38M +$1.42M +21,463 New
FCIM
36
Fairview Capital Investment Management
California
$954K +$24.9K +375 +3%
IC
37
InterOcean Capital
Illinois
$946K +$27.1K +408 +3%
NFG
38
Next Financial Group
Texas
$946K +$514K +7,751 +112%
William Blair & Company
39
William Blair & Company
Illinois
$917K +$366K +5,520 +63%
SWM
40
SeaCrest Wealth Management
New York
$897K +$2.25K +34 +0.2%
GA
41
Greytown Advisors
Florida
$738K
WWMSC
42
Wagner Wealth Management (South Carolina)
South Carolina
$668K +$219K +3,300 +47%
CAN
43
Cetera Advisor Networks
California
$662K +$45.1K +680 +7%
MSAM
44
Moloney Securities Asset Management
Missouri
$474K +$488K +7,359 New
MML Investors Services
45
MML Investors Services
Massachusetts
$452K +$62.4K +940 +15%
ClearBridge Investments
46
ClearBridge Investments
New York
$451K
WT
47
Whittier Trust
California
$451K +$464K +7,000 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$435K +$73.8K +1,112 +20%
F
49
F3Logic
Minnesota
$434K +$446K +6,725 New
AG
50
Advisor Group
Arizona
$395K -$163K -2,457 -29%

VIGI Hedge Fund Activity: Q1 2018 in Review

79 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard International Dividend Appreciation ETF (VIGI) for Q1 2018, worth a combined $336M — up 15% from $292M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VIGI positions and 9 closed out — a net gain of 9 holders — while 43 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $9.57M. The largest seller was Roof Eidam Maycock Peralta (REMP), exiting entirely with an estimated $5.22M sold.

  • 79 institutional investors held Vanguard International Dividend Appreciation ETF (VIGI) as of Q1 2018, up from 70 in Q4 2017.
  • Funds reported $336M of Vanguard International Dividend Appreciation ETF stock for Q1 2018, up 15% quarter-over-quarter.
  • 18 funds opened new Vanguard International Dividend Appreciation ETF positions in Q1 2018 and 9 closed out, a net change of +9 holders.
  • The largest Vanguard International Dividend Appreciation ETF buyer in Q1 2018 was Bank of America, an estimated $9.57M added.
  • The largest Vanguard International Dividend Appreciation ETF seller in Q1 2018 was Roof Eidam Maycock Peralta (REMP), an estimated $5.22M sold.

Based on aggregated 13F filings for Q1 2018.