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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
Bank of America
1
Bank of America
North Carolina
$225M +$8.61M +135,988 +4%
Morgan Stanley
2
Morgan Stanley
New York
$92.5M +$10M +158,409 +13%
ECG
3
Edge Capital Group
Georgia
$47.1M +$1.97M +31,115 +5%
TWM
4
Tanglewood Wealth Management
Texas
$43.2M +$16.4M +258,324 +67%
Wells Fargo
5
Wells Fargo
California
$36.7M +$6.55M +103,420 +23%
PPA
6
Parametric Portfolio Associates
Washington
$36.6M +$937K +14,801 +3%
BOPW
7
Brandywine Oak Private Wealth
Pennsylvania
$32.5M +$30.7M +484,329 New
CA
8
Capital Advantage
California
$29.8M +$8.34M +131,625 +42%
UBS Group
9
UBS Group
Switzerland
$29.5M +$6.98M +110,180 +33%
Ameriprise
10
Ameriprise
Minnesota
$25.9M +$2.66M +41,926 +12%
LPL Financial
11
LPL Financial
California
$25.5M +$2.24M +35,406 +10%
BFM
12
Boston Financial Management
Massachusetts
$21.2M +$2.57M +40,520 +15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20.1M +$440K +6,943 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$18.7M +$3.76M +59,318 +27%
ETS
15
ESL Trust Services
New York
$16.7M +$15.8M +248,850 New
SFO
16
Stokes Family Office
Louisiana
$16.3M +$14.6M +231,201 +2,090%
AFA
17
American Financial Advisors
Georgia
$14.9M +$189K +2,984 +1%
IWS
18
Insight Wealth Strategies
California
$13.2M +$972K +15,350 +8%
Osaic Holdings
19
Osaic Holdings
Arizona
$12.8M -$250M -3,950,642 -95%
ACA
20
Ackerman Capital Advisors
Texas
$11.7M +$25.1K +396 +0.2%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$11.2M +$2.46M +38,785 +30%
EK
22
Evensky & Katz
Florida
$10.7M -$296K -4,673 -3%
PWP
23
Principle Wealth Partners
Connecticut
$10.7M -$684K -10,807 -6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$9.43M +$572K +9,037 +7%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$9.06M +$441K +6,956 +5%

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.