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Vanguard International Dividend Appreciation ETF

464 hedge funds and large institutions have $4.01B invested in Vanguard International Dividend Appreciation ETF in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 138

11% more capital invested

Capital invested by funds: $3.62B → $4.01B (+$387M)

6% more funds holding

Funds holding: 438464 (+26)

0.06% less ownership

Funds ownership: 54.08%54.02% (-0.06%)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

98% less call options, than puts

Call options by funds: $159K | Put options by funds: $6.68M

Holders
464
Holders Change
+26
Holders Change %
+5.94%
% of All Funds
6.66%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.47%
New
51
Increased
198
Reduced
138
Closed
19
Calls
$159K
Puts
$6.68M
Net Calls
-$6.52M
Net Calls Change
-$6.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$554M +$17.5M +205,958 +3%
Bank of America
2
Bank of America
North Carolina
$289M -$342K -4,023 -0.1%
EWA
3
EP Wealth Advisors
California
$274M +$37M +435,854 +16%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$156M +$7.55M +88,978 +5%
Citigroup
5
Citigroup
New York
$145M +$3.09M +36,453 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$131M -$3.57M -42,076 -3%
PPW
7
Parcion Private Wealth
Washington
$104M +$2.56M +30,200 +3%
Wells Fargo
8
Wells Fargo
California
$91.8M +$1.38M +16,223 +2%
LPL Financial
9
LPL Financial
California
$88.9M +$1.51M +17,811 +2%
ECG
10
Edge Capital Group
Georgia
$83.2M -$1.95M -22,932 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$65.4M +$6.26M +73,681 +11%
UBS Group
12
UBS Group
Switzerland
$58.9M +$670K +7,887 +1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$54.3M +$1.08M +12,664 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$53.9M -$3.86M -45,490 -7%
Ameriprise
15
Ameriprise
Minnesota
$51.6M -$1.01M -11,899 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$51.1M +$1.3M +15,286 +3%
EB
17
Eastern Bank
Massachusetts
$51M +$19.8M +232,912 +68%
ETS
18
ESL Trust Services
New York
$46.7M -$15.5K -182 -0%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$45.3M -$11.3M -133,664 -21%
CAM
20
Cresset Asset Management
Illinois
$39M +$2.63M +31,036 +8%
AFA
21
American Financial Advisors
Georgia
$38.8M -$830K -9,777 -2%
RJA
22
Raymond James & Associates
Florida
$36.9M +$3.71M +43,696 +12%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$36.8M +$9.49M +111,815 +37%
CA
24
Capital Advantage
California
$35.7M -$900K -10,605 -3%
SWM
25
Sugarloaf Wealth Management
Georgia
$31.8M +$526K +6,195 +2%

VIGI Hedge Fund Activity: Q3 2024 in Review

464 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard International Dividend Appreciation ETF (VIGI) for Q3 2024, worth a combined $4.01B — up 11% from $3.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VIGI positions and 19 closed out — a net gain of 32 holders — while 198 added to existing stakes and 138 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $37.3M. The largest seller was Jane Street, cutting an estimated $58.7M.

  • 464 institutional investors held Vanguard International Dividend Appreciation ETF (VIGI) as of Q3 2024, up from 438 in Q2 2024.
  • Funds reported $4.01B of Vanguard International Dividend Appreciation ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 51 funds opened new Vanguard International Dividend Appreciation ETF positions in Q3 2024 and 19 closed out, a net change of +32 holders.
  • The largest Vanguard International Dividend Appreciation ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $37.3M added.
  • The largest Vanguard International Dividend Appreciation ETF seller in Q3 2024 was Jane Street, an estimated $58.7M sold.

Based on aggregated 13F filings for Q3 2024.