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Vanguard International Dividend Appreciation ETF

169 hedge funds and large institutions have $749M invested in Vanguard International Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

17.89% more ownership

Funds ownership: 46.63%64.52% (+18%)

6% more funds holding

Funds holding: 159169 (+10)

5% more capital invested

Capital invested by funds: $716M → $749M (+$33.5M)

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
3.72%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
37
Increased
68
Reduced
38
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$6.75M +$1.63M +24,079 +26%
Osaic Holdings
27
Osaic Holdings
Arizona
$6.09M +$280M +4,140,971 New
CCT
28
Country Club Trust
Missouri
$5.66M -$1.29M -19,077 -17%
BL
29
BFSG LLC
California
$5.23M -$23.8K -353 -0.4%
CFA
30
Carroll Financial Associates
North Carolina
$4.12M +$1.29M +19,051 +37%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$3.91M +$1.1M +16,333 +32%
SWM
32
Segment Wealth Management
Texas
$3.84M +$180K +2,660 +4%
CWM
33
Cornerstone Wealth Management
Missouri
$3.46M +$30.9K +458 +0.8%
SMC
34
Smith, Moore & Co
Missouri
$3.27M +$43.4K +642 +1%
DADC
35
D.A. Davidson & Co
Montana
$3.25M +$1.17M +17,369 +45%
PAG
36
Private Advisor Group
New Jersey
$2.97M -$75.6K -1,119 -2%
WIC
37
Whitegate Investment Counselors
New Hampshire
$2.94M -$176K -2,601 -5%
1WA
38
180 Wealth Advisors
Washington
$2.77M +$225K +3,328 +7%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.74M +$1.14M +16,894 +56%
SAM
40
Shone Asset Management
California
$2.68M +$2.9M +42,988 New
Stifel Financial
41
Stifel Financial
Missouri
$2.49M +$2.43M +35,957 +542%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.38M -$1.23M -18,146 -31%
CAL
43
Capital Advisors Ltd
Ohio
$2.38M +$303K +4,485 +12%
LNC
44
Lincoln National Corp
Pennsylvania
$2.31M -$46.6K -690 -2%
SW
45
StrongBox Wealth
Missouri
$2.25M +$2.61M +38,611 New
WFA
46
Wade Financial Advisory
California
$2.04M +$2.37M +35,044 New
Goldman Sachs
47
Goldman Sachs
New York
$1.97M +$127K +1,880 +6%
NF
48
Nikulski Financial
Iowa
$1.97M +$110K +1,623 +5%
PP
49
PDS Planning
Ohio
$1.86M +$2.16M +31,939 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.84M +$168K +2,483 +9%

VIGI Hedge Fund Activity: Q1 2020 in Review

169 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard International Dividend Appreciation ETF (VIGI) for Q1 2020, worth a combined $749M — up 4.7% from $716M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VIGI positions and 24 closed out — a net gain of 13 holders — while 68 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $38.1M. The largest seller was UBS Group, cutting an estimated $9.12M.

  • 169 institutional investors held Vanguard International Dividend Appreciation ETF (VIGI) as of Q1 2020, up from 159 in Q4 2019.
  • Funds reported $749M of Vanguard International Dividend Appreciation ETF stock for Q1 2020, up 4.7% quarter-over-quarter.
  • 37 funds opened new Vanguard International Dividend Appreciation ETF positions in Q1 2020 and 24 closed out, a net change of +13 holders.
  • The largest Vanguard International Dividend Appreciation ETF buyer in Q1 2020 was Bank of America, an estimated $38.1M added.
  • The largest Vanguard International Dividend Appreciation ETF seller in Q1 2020 was UBS Group, an estimated $9.12M sold.

Based on aggregated 13F filings for Q1 2020.