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Vanguard International Dividend Appreciation ETF
VIGI

159 hedge funds and large institutions have $716M invested in Vanguard International Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 6

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

30% more funds holding

Funds holding: 122 → 159 (+37)

29% more capital invested

Capital invested by funds: $557M → $716M (+$159M)

1.31% more ownership

Funds ownership: 45.32% → 46.63% (+1.3%)

Holders
159
Holders Change
+37
Holders Change %
+30.33%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
61
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.3M
2
CA
Capital Advantage
California
+$13.3M
3
AFA
American Financial Advisors
Georgia
+$8.73M
4
Wells Fargo
Wells Fargo
California
+$8.68M
5
SWM
Segment Wealth Management
Texas
+$4.37M

Top Sellers

Rank Fund Capital Flow
1
ECG
Edge Capital Group
Georgia
-$1.5M
2
Goldman Sachs
Goldman Sachs
New York
-$1.06M
3
WKWM
Walter & Keenan Wealth Management
Indiana
-$973K
4
Bank of America
Bank of America
North Carolina
-$738K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$584K
Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
51
Quaker Wealth Management
New Jersey
$1.79M +$1.73M +24,915 New
FCIM
52
Fairview Capital Investment Management
California
$1.66M -$24.2K -350 -1%
SWM
53
SVA Wealth Management
Wisconsin
$1.47M -$10.1K -146 -0.7%
MBT
54
Montecito Bank & Trust
California
$1.44M +$1.39M +20,028 New
PFO
55
Pathstone Family Office
New Jersey
$1.42M – – –
TFA
56
Tobias Financial Advisors
Florida
$1.28M +$1.23M +17,819 New
Truist Financial
57
Truist Financial
North Carolina
$1.24M +$1.19M +17,202 New
SS
58
Simplicity Solutions
Minnesota
$1.22M +$242K +3,493 +26%
SCA
59
Stokes Capital Advisors
South Carolina
$1.17M -$427K -6,170 -28%
LPIC
60
LeJeune Puetz Investment Counsel
Michigan
$1.15M +$208K +3,000 +23%
IWS
61
Insight Wealth Strategies
California
$1.14M +$1.1M +15,844 New
VFPI
62
Vantage Financial Partners (Illinois)
Illinois
$1.07M +$114K +1,650 +12%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$969K +13,986 New
PFPT
64
Pinnacle Financial Partners (Tennessee)
Tennessee
$1M – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$995K +$851K +12,295 +814%
SWM
66
SeaCrest Wealth Management
New York
$984K -$206K -2,975 -18%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$917K +$294K +4,239 +50%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$908K +$875K +12,638 New
CSIA
69
Charles Schwab Investment Advisory
California
$871K -$32.8K -474 -4%
HT
70
Heritage Trust
Oklahoma
$858K +$825K +11,911 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$852K +$60.9K +879 +8%
FP
72
Financial Perspectives
Minnesota
$834K +$802K +11,579 New
LIM
73
Leavell Investment Management
Alabama
$772K -$5.06K -73 -0.7%
JHCP
74
Jackson Hole Capital Partners
Oklahoma
$743K – – –
Brown Advisory
75
Brown Advisory
Maryland
$740K +$711K +10,265 New
1 2
3
4 5

VIGI Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard International Dividend Appreciation ETF (VIGI) for Q4 2019, worth a combined $716M — up 29% from $557M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VIGI positions and 6 closed out — a net gain of 38 holders — while 61 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.3M. The largest seller was Edge Capital Group, cutting an estimated $1.5M.

  • 159 institutional investors held Vanguard International Dividend Appreciation ETF (VIGI) as of Q4 2019, up from 122 in Q3 2019.
  • Funds reported $716M of Vanguard International Dividend Appreciation ETF stock for Q4 2019, up 29% quarter-over-quarter.
  • 44 funds opened new Vanguard International Dividend Appreciation ETF positions in Q4 2019 and 6 closed out, a net change of +38 holders.
  • The largest Vanguard International Dividend Appreciation ETF buyer in Q4 2019 was Morgan Stanley, an estimated $28.3M added.
  • The largest Vanguard International Dividend Appreciation ETF seller in Q4 2019 was Edge Capital Group, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2019.