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Vanguard International Dividend Appreciation ETF

192 hedge funds and large institutions have $1.06B invested in Vanguard International Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

65% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 48

41% more capital invested

Capital invested by funds: $749M → $1.06B (+$308M)

14% more funds holding

Funds holding: 169192 (+23)

15.45% less ownership

Funds ownership: 64.52%49.07% (-15%)

Holders
192
Holders Change
+23
Holders Change %
+13.61%
% of All Funds
3.94%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
43
Increased
79
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
151
StrategIQ Financial Group
Indiana
$206K +$194K +3,067 New
KFGK
152
Keystone Financial Group (Kentucky)
Kentucky
$204K +$192K +3,035 New
ClearBridge Investments
153
ClearBridge Investments
New York
$201K -$253K -4,000 -57%
HWA
154
Heritage Wealth Advisors
Virginia
$155K -$73.8K -1,166 -34%
SBSB
155
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K +$190 +3 +0.1%
SPIA
156
Steward Partners Investment Advisory
New York
$139K -$1.27K -20 -1%
CFO
157
CVA Family Office
Colorado
$134K -$44.3K -700 -26%
LFG
158
Larson Financial Group
Missouri
$123K
WT
159
Whittier Trust
California
$121K +$114K +1,800 New
William Blair & Company
160
William Blair & Company
Illinois
$114K
US Bancorp
161
US Bancorp
Minnesota
$109K +$103K +1,623 New
LDFR
162
Lehman & Derafelo Financial Resources
Pennsylvania
$107K
TCM
163
TD Capital Management
Tennessee
$101K +$443 +7 +0.5%
MWA
164
Moser Wealth Advisors
Washington
$94K
OPS
165
Orion Portfolio Solutions
Nebraska
$93K +$63.3K +1,000 +263%
CFGS
166
Concourse Financial Group Securities
Alabama
$89K -$9.44K -149 -10%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$77K +$50K +790 +219%
SWM
168
Selective Wealth Management
Virginia
$74K
THWM
169
Taylor Hoffman Wealth Management
Virginia
$64K +$60.2K +950 New
CWC
170
Carolinas Wealth Consulting
North Carolina
$62K -$6.78K -107 -10%
Bessemer Group
171
Bessemer Group
New Jersey
$59K +$56.1K +885 New
VFA
172
Valeo Financial Advisors
Indiana
$59K +$56.1K +886 New
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$55K
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.2K -$36.4K -575 -50%
APA
175
American Portfolios Advisors
New York
$36.6K +$34.5K +545 New

VIGI Hedge Fund Activity: Q2 2020 in Review

192 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard International Dividend Appreciation ETF (VIGI) for Q2 2020, worth a combined $1.06B — up 41% from $749M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VIGI positions and 20 closed out — a net gain of 23 holders — while 79 added to existing stakes and 48 trimmed.

The largest buyer was Brandywine Oak Private Wealth, opening a new position worth an estimated $30.7M. The largest seller was Osaic Holdings, cutting an estimated $250M.

  • 192 institutional investors held Vanguard International Dividend Appreciation ETF (VIGI) as of Q2 2020, up from 169 in Q1 2020.
  • Funds reported $1.06B of Vanguard International Dividend Appreciation ETF stock for Q2 2020, up 41% quarter-over-quarter.
  • 43 funds opened new Vanguard International Dividend Appreciation ETF positions in Q2 2020 and 20 closed out, a net change of +23 holders.
  • The largest Vanguard International Dividend Appreciation ETF buyer in Q2 2020 was Brandywine Oak Private Wealth, an estimated $30.7M added.
  • The largest Vanguard International Dividend Appreciation ETF seller in Q2 2020 was Osaic Holdings, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2020.