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Vanguard International Dividend Appreciation ETF

361 hedge funds and large institutions have $2.41B invested in Vanguard International Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 93

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

3% more capital invested

Capital invested by funds: $2.34B → $2.41B (+$71.9M)

1% more funds holding

Funds holding: 358361 (+3)

0.52% more ownership

Funds ownership: 51.9%52.42% (+0.52%)

Holders
361
Holders Change
+3
Holders Change %
+0.84%
% of All Funds
5.75%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.46%
New
43
Increased
165
Reduced
93
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGSD
101
Compass Financial Group (South Dakota)
South Dakota
$3.7M +$1.04M +14,382 +40%
TC
102
Trilogy Capital
California
$3.7M -$179K -2,479 -5%
BFS
103
Bard Financial Services
Connecticut
$3.61M +$326K +4,500 +10%
RWM
104
Revisor Wealth Management
Ohio
$3.45M +$3.39M +46,865 New
FWP
105
FAS Wealth Partners
Kansas
$3.34M -$258K -3,565 -7%
NF
106
Nikulski Financial
Iowa
$3.28M +$48.8K +674 +2%
UCFA
107
United Capital Financial Advisors
Texas
$3.08M +$12.7K +176 +0.4%
EH
108
Equitable Holdings
New York
$2.99M +$17.3K +239 +0.6%
CW
109
CreativeOne Wealth
Kansas
$2.99M -$173K -2,387 -6%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.86M -$190K -2,624 -6%
HNWAG
111
High Net Worth Advisory Group
Florida
$2.77M +$163K +2,252 +6%
UB
112
UMB Bank
Missouri
$2.71M +$248K +3,423 +10%
JBA
113
Johnson Bixby & Associates
Washington
$2.63M -$71.8K -992 -3%
SFG
114
StrategIQ Financial Group
Indiana
$2.38M +$128K +1,770 +6%
TGAM
115
TBH Global Asset Management
Tennessee
$2.31M -$118K -1,634 -5%
SFG
116
Sunburst Financial Group
Alabama
$2.27M -$5.94M -82,029 -73%
OC
117
Oppenheimer & Co
New York
$2.23M +$38.9K +537 +2%
SAMT
118
Select Asset Management & Trust
Pennsylvania
$2.22M +$1.27M +17,600 +141%
ES
119
Eagle Strategies
New York
$2.16M -$1.68M -23,245 -44%
SI
120
Stephens Inc
Arkansas
$2.12M -$51.4K -710 -2%
PFA
121
Professional Financial Advisors
Nebraska
$2.12M +$662K +9,152 +52%
TFP
122
Tilia Fiduciary Partners
North Carolina
$2.1M +$63.5K +877 +3%
PSCM
123
Per Stirling Capital Management
Texas
$2.05M -$4.62M -63,821 -70%
DP
124
Denver PWM
Colorado
$2.04M +$113K +1,562 +6%
SWP
125
Strategic Wealth Partners
Ohio
$2.04M -$503K -6,952 -20%

VIGI Hedge Fund Activity: Q1 2023 in Review

361 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard International Dividend Appreciation ETF (VIGI) for Q1 2023, worth a combined $2.41B — up 3.1% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VIGI positions and 33 closed out — a net gain of 10 holders — while 165 added to existing stakes and 93 trimmed.

The largest buyer was Jane Street, adding an estimated $72.3M. The largest seller was EP Wealth Advisors, cutting an estimated $86M.

  • 361 institutional investors held Vanguard International Dividend Appreciation ETF (VIGI) as of Q1 2023, up from 358 in Q4 2022.
  • Funds reported $2.41B of Vanguard International Dividend Appreciation ETF stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 43 funds opened new Vanguard International Dividend Appreciation ETF positions in Q1 2023 and 33 closed out, a net change of +10 holders.
  • The largest Vanguard International Dividend Appreciation ETF buyer in Q1 2023 was Jane Street, an estimated $72.3M added.
  • The largest Vanguard International Dividend Appreciation ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $86M sold.

Based on aggregated 13F filings for Q1 2023.