Vanguard Dividend Appreciation ETF
VIG
598 hedge funds and large institutions have $7.72B invested in Vanguard Dividend Appreciation ETF in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 250 increasing their positions, 195 reducing their positions, and 26 closing their positions.
462% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $2.9M
96% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 26
28% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 195
3% more funds holding
Funds holding: 580 → 598 (+18)
1% more funds holding in top 10
Funds holding in top 10: 76 → 77 (+1)
1% more capital invested
Capital invested by funds: $7.62B → $7.72B (+$94M)
0.74% less ownership
Funds ownership: 36.84% → 36.1% (-0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$25.9M |
| 2 |
Morgan Stanley
New York
|
+$22.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$22M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.9M |
| 5 |
W
Wealthfront
Palo Alto,
California
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$133M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$57.8M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$25.2M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$23.3M |
| 5 |
AIG
American International Group
New York
|
-$13.1M |
VIG Hedge Fund Activity: Q2 2016 in Review
598 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2016, worth a combined $7.72B — up 1.2% from $7.62B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new VIG positions and 26 closed out — a net gain of 25 holders — while 250 added to existing stakes and 195 trimmed.
The largest buyer was Wells Fargo, adding an estimated $25.9M. The largest seller was LPL Financial, cutting an estimated $133M.
- 598 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2016, up from 580 in Q1 2016.
- Funds reported $7.72B of Vanguard Dividend Appreciation ETF stock for Q2 2016, up 1.2% quarter-over-quarter.
- 51 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2016 and 26 closed out, a net change of +25 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q2 2016 was Wells Fargo, an estimated $25.9M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q2 2016 was LPL Financial, an estimated $133M sold.
Based on aggregated 13F filings for Q2 2016.