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Vanguard International Dividend Appreciation ETF

267 hedge funds and large institutions have $1.6B invested in Vanguard International Dividend Appreciation ETF in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 125 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

116% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 58

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

11% more capital invested

Capital invested by funds: $1.43B → $1.6B (+$162M)

6.99% more ownership

Funds ownership: 47.41%54.4% (+7%)

7% more funds holding

Funds holding: 250267 (+17)

Holders
267
Holders Change
+17
Holders Change %
+6.8%
% of All Funds
4.69%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
33
Increased
125
Reduced
58
Closed
11
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
$281M -$4.34M -52,093 -2%
Morgan Stanley
2
Morgan Stanley
New York
$140M +$10.1M +120,653 +8%
ECG
3
Edge Capital Group
Georgia
$75.9M -$133K -1,593 -0.2%
Wells Fargo
4
Wells Fargo
California
$52.5M -$760K -9,124 -1%
UBS Group
5
UBS Group
Switzerland
$46.2M +$4.24M +50,872 +10%
Ameriprise
6
Ameriprise
Minnesota
$41.6M +$4.03M +48,412 +11%
PPA
7
Parametric Portfolio Associates
Washington
$38.9M +$455K +5,468 +1%
CA
8
Capital Advantage
California
$37.6M +$413K +4,958 +1%
FP
9
Financial Perspectives
Minnesota
$37.4M +$255M +3,058,801 +8,187%
LPL Financial
10
LPL Financial
California
$37.4M +$6.38M +76,550 +20%
BFM
11
Boston Financial Management
Massachusetts
$31.2M +$838K +10,055 +3%
AFA
12
American Financial Advisors
Georgia
$30.9M +$13.2M +158,060 +74%
IWS
13
Insight Wealth Strategies
California
$27.6M +$9.87M +118,487 +55%
Jane Street
14
Jane Street
New York
$24.3M +$24.5M +293,852 New
BOPW
15
Brandywine Oak Private Wealth
Pennsylvania
$24.1M -$8.1M -97,239 -25%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$24.1M +$2.57M +30,882 +12%
TWM
17
Tanglewood Wealth Management
Texas
$23.3M -$6.11M -73,379 -21%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$22.6M -$252K -3,025 -1%
ETS
19
ESL Trust Services
New York
$20.7M +$79.1K +950 +0.4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$16.9M +$4.38M +52,593 +35%
ACA
21
Ackerman Capital Advisors
Texas
$16.6M +$42.1K +506 +0.3%
SFBLI
22
Southern Farm Bureau Life Insurance
Mississippi
$15.7M
CIBC World Market
23
CIBC World Market
Ontario, Canada
$14.6M +$2.26M +27,157 +18%
PWP
24
Principle Wealth Partners
Connecticut
$14M +$681K +8,174 +5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$917K +11,003 +7%

VIGI Hedge Fund Activity: Q1 2021 in Review

267 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard International Dividend Appreciation ETF (VIGI) for Q1 2021, worth a combined $1.6B — up 11% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VIGI positions and 11 closed out — a net gain of 22 holders — while 125 added to existing stakes and 58 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $255M. The largest seller was Stokes Family Office, cutting an estimated $14.3M.

  • 267 institutional investors held Vanguard International Dividend Appreciation ETF (VIGI) as of Q1 2021, up from 250 in Q4 2020.
  • Funds reported $1.6B of Vanguard International Dividend Appreciation ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 33 funds opened new Vanguard International Dividend Appreciation ETF positions in Q1 2021 and 11 closed out, a net change of +22 holders.
  • The largest Vanguard International Dividend Appreciation ETF buyer in Q1 2021 was Financial Perspectives, an estimated $255M added.
  • The largest Vanguard International Dividend Appreciation ETF seller in Q1 2021 was Stokes Family Office, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2021.