Vanguard International Dividend Appreciation ETF
VIGI
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.
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: 7 → 14 (+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: 169 → 192 (+23)
15.45% less ownership
Funds ownership: 64.52% → 49.07% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$30.7M |
| 2 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$16.4M |
| 3 |
ETS
ESL Trust Services
Rochester,
New York
|
+$15.8M |
| 4 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$14.6M |
| 5 |
Morgan Stanley
New York
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$250M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.81M |
| 3 |
CCT
Country Club Trust
Kansas City,
Missouri
|
-$3.43M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$3.34M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
201
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$106K | -1,823 | Closed |
|
|
NFG
202
Next Financial Group
Houston,
Texas
| – | -$72K | -1,240 | Closed |
|
|
PW
203
Price Wealth
Austin,
Texas
| – | -$65K | -1,113 | Closed |
|
204
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$51K | -881 | Closed |
|
|
WAP
205
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$49K | -838 | Closed |
|
|
AA
206
Advisory Alpha
Holland,
Michigan
| – | -$30.3K | -500 | Closed |
|
|
FHA
207
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$25K | -432 | Closed |
|
|
DWM
208
Darwin Wealth Management
Tampa,
Florida
| – | -$23K | -399 | Closed |
|
|
KFI
209
Key Financial Inc
West Chester,
Pennsylvania
| – | -$23K | -392 | Closed |
|
210
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -62 | Closed |
|
|
ASN
211
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -58 | Closed |
|
|
BCMIO
212
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$3K | -58 | Closed |
|
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.