Vanguard Dividend Appreciation ETF
VIG
1,054 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 461 increasing their positions, 316 reducing their positions, and 30 closing their positions.
130% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 30
47% more call options, than puts
Call options by funds: $30.4M | Put options by funds: $20.7M
46% more repeat investments, than reductions
Existing positions increased: 461 | Existing positions reduced: 316
9% more capital invested
Capital invested by funds: $13.8B → $15.1B (+$1.28B)
3% more funds holding in top 10
Funds holding in top 10: 137 → 141 (+4)
3% more funds holding
Funds holding: 1,028 → 1,054 (+26)
0.41% more ownership
Funds ownership: 39.1% → 39.51% (+0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$90.4M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$75.5M |
| 3 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$54.6M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$44.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$85.6M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$25.7M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$18.9M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$14.2M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$9.52M |
VIG Hedge Fund Activity: Q3 2019 in Review
1,054 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2019, worth a combined $15.1B — up 9.2% from $13.8B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new VIG positions and 30 closed out — a net gain of 39 holders — while 461 added to existing stakes and 316 trimmed.
The largest buyer was Bank of America, adding an estimated $90.4M. The largest seller was Bank of Montreal, cutting an estimated $85.6M.
- 1,054 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2019, up from 1,028 in Q2 2019.
- Funds reported $15.1B of Vanguard Dividend Appreciation ETF stock for Q3 2019, up 9.2% quarter-over-quarter.
- 69 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2019 and 30 closed out, a net change of +39 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q3 2019 was Bank of America, an estimated $90.4M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q3 2019 was Bank of Montreal, an estimated $85.6M sold.
Based on aggregated 13F filings for Q3 2019.