Vanguard Dividend Appreciation ETF
VIG
685 hedge funds and large institutions have $8.18B invested in Vanguard Dividend Appreciation ETF in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 257 increasing their positions, 246 reducing their positions, and 38 closing their positions.
312% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $4.28M
47% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 38
1% more funds holding
Funds holding: 676 → 685 (+9)
4% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 246
2% more capital invested
Capital invested by funds: $7.98B → $8.18B (+$196M)
0.86% less ownership
Funds ownership: 35.63% → 34.77% (-0.86%)
10% less funds holding in top 10
Funds holding in top 10: 80 → 72 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$57.2M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$55.7M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$47.6M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$27.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$254M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$67.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$49M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$30.2M |
| 5 |
Goldman Sachs
New York
|
-$20.2M |
VIG Hedge Fund Activity: Q1 2017 in Review
685 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2017, worth a combined $8.18B — up 2.5% from $7.98B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new VIG positions and 38 closed out — a net gain of 18 holders — while 257 added to existing stakes and 246 trimmed.
The largest buyer was Wealthfront, adding an estimated $57.2M. The largest seller was Windhaven Investment Management, cutting an estimated $254M.
- 685 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2017, up from 676 in Q4 2016.
- Funds reported $8.18B of Vanguard Dividend Appreciation ETF stock for Q1 2017, up 2.5% quarter-over-quarter.
- 56 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2017 and 38 closed out, a net change of +18 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q1 2017 was Wealthfront, an estimated $57.2M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q1 2017 was Windhaven Investment Management, an estimated $254M sold.
Based on aggregated 13F filings for Q1 2017.