Vanguard Dividend Appreciation ETF
VIG
422 hedge funds and large institutions have $6.05B invested in Vanguard Dividend Appreciation ETF in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 126 reducing their positions, and 33 closing their positions.
175% more call options, than puts
Call options by funds: $4.35M | Put options by funds: $1.58M
49% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 126
36% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 33
2% more funds holding
Funds holding: 414 → 422 (+8)
3% less funds holding in top 10
Funds holding in top 10: 75 → 73 (-2)
2.96% less ownership
Funds ownership: 35.98% → 33.02% (-3%)
11% less capital invested
Capital invested by funds: $6.8B → $6.05B (-$745M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
MDE Group
Morristown,
New Jersey
|
+$64.7M |
| 2 |
Goldman Sachs
New York
|
+$25.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$20.1M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$594M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$106M |
| 3 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
-$61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$33.7M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$24.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
451
Altavista Wealth Management
Asheville,
North Carolina
| – | -$202K | -2,680 | Closed |
|
|
EU
452
Emory University
Atlanta,
Georgia
| – | -$191K | -2,546 | Closed |
|
|
ASN
453
Advisory Services Network
Atlanta,
Georgia
| – | -$163K | -2,169 | Closed |
|
|
SSB
454
Sandy Spring Bank
Olney,
Maryland
| – | -$50K | -667 | Closed |
|
|
PMFA
455
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$39K | -517 | Closed |
|
456
AssetMark Inc
Concord,
California
| – | -$31K | -414 | Closed |
|
|
PFSC
457
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| – | -$13K | -175 | Closed |
|
|
QCMC
458
Quantum Capital Management (California)
San Francisco,
California
| – | -$13K | -170 | Closed |
|
VIG Hedge Fund Activity: Q1 2014 in Review
422 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2014, worth a combined $6.05B — down 11% from $6.8B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new VIG positions and 33 closed out — a net gain of 12 holders — while 188 added to existing stakes and 126 trimmed.
The largest buyer was MDE Group, opening a new position worth an estimated $64.7M. The largest seller was Windhaven Investment Management, cutting an estimated $594M.
- 422 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2014, up from 414 in Q4 2013.
- Funds reported $6.05B of Vanguard Dividend Appreciation ETF stock for Q1 2014, down 11% quarter-over-quarter.
- 45 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2014 and 33 closed out, a net change of +12 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q1 2014 was MDE Group, an estimated $64.7M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q1 2014 was Windhaven Investment Management, an estimated $594M sold.
Based on aggregated 13F filings for Q1 2014.