Vanguard Dividend Appreciation ETF
VIG
580 hedge funds and large institutions have $7.62B invested in Vanguard Dividend Appreciation ETF in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 227 increasing their positions, 208 reducing their positions, and 41 closing their positions.
463% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $3.77M
22% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 41
10% more capital invested
Capital invested by funds: $6.91B → $7.62B (+$711M)
1% more funds holding in top 10
Funds holding in top 10: 75 → 76 (+1)
1% more funds holding
Funds holding: 574 → 580 (+6)
9% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 208
0.39% more ownership
Funds ownership: 36.45% → 36.84% (+0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$247M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$155M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.5M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
+$25.9M |
| 5 |
Morgan Stanley
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
-$45.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$43.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42M |
| 4 |
Bank of New York Mellon
New York
|
-$37.3M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$30.9M |
VIG Hedge Fund Activity: Q1 2016 in Review
580 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2016, worth a combined $7.62B — up 10% from $6.91B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new VIG positions and 41 closed out — a net gain of 9 holders — while 227 added to existing stakes and 208 trimmed.
The largest buyer was Windhaven Investment Management, adding an estimated $247M. The largest seller was Beacon Investment Advisory Services, cutting an estimated $45.9M.
- 580 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2016, up from 574 in Q4 2015.
- Funds reported $7.62B of Vanguard Dividend Appreciation ETF stock for Q1 2016, up 10% quarter-over-quarter.
- 50 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2016 and 41 closed out, a net change of +9 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q1 2016 was Windhaven Investment Management, an estimated $247M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q1 2016 was Beacon Investment Advisory Services, an estimated $45.9M sold.
Based on aggregated 13F filings for Q1 2016.