Vanguard Dividend Appreciation ETF
VIG
348 hedge funds and large institutions have $4.57B invested in Vanguard Dividend Appreciation ETF in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 90 reducing their positions, and 16 closing their positions.
188% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 16
86% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 90
84% more call options, than puts
Call options by funds: $5.01M | Put options by funds: $2.73M
10% more funds holding in top 10
Funds holding in top 10: 58 → 64 (+6)
9% more funds holding
Funds holding: 318 → 348 (+30)
1.29% less ownership
Funds ownership: 36.03% → 34.74% (-1.3%)
19% less capital invested
Capital invested by funds: $5.68B → $4.57B (-$1.11B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$71.3M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$22.5M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$20M |
| 4 |
Bank of New York Mellon
New York
|
+$15M |
| 5 |
FDCC
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$80M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$69.2M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$58.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$26.7M |
| 5 |
Goldman Sachs
New York
|
-$25.3M |
VIG Hedge Fund Activity: Q3 2013 in Review
348 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2013, worth a combined $4.57B — down 19% from $5.68B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new VIG positions and 16 closed out — a net gain of 30 holders — while 167 added to existing stakes and 90 trimmed.
The largest buyer was Bank of America, adding an estimated $71.3M. The largest seller was Bank of Nova Scotia, cutting an estimated $80M.
- 348 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2013, up from 318 in Q2 2013.
- Funds reported $4.57B of Vanguard Dividend Appreciation ETF stock for Q3 2013, down 19% quarter-over-quarter.
- 46 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2013 and 16 closed out, a net change of +30 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q3 2013 was Bank of America, an estimated $71.3M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q3 2013 was Bank of Nova Scotia, an estimated $80M sold.
Based on aggregated 13F filings for Q3 2013.