Vanguard Dividend Appreciation ETF
VIG
986 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.
167% more call options, than puts
Call options by funds: $17M | Put options by funds: $6.38M
120% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 70
44% more repeat investments, than reductions
Existing positions increased: 401 | Existing positions reduced: 278
27% more funds holding in top 10
Funds holding in top 10: 99 → 126 (+27)
8% more funds holding
Funds holding: 911 → 986 (+75)
4% more capital invested
Capital invested by funds: $11.2B → $11.6B (+$400M)
0.99% more ownership
Funds ownership: 39.46% → 40.45% (+0.99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$568M |
| 2 |
JP Morgan Chase
New York
|
+$490M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$187M |
| 4 |
Morgan Stanley
New York
|
+$99.7M |
| 5 |
Goldman Sachs
New York
|
+$92.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$964M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$98M |
| 3 |
Bank of New York Mellon
New York
|
-$59.8M |
| 4 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$49.8M |
| 5 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$49.3M |
VIG Hedge Fund Activity: Q4 2018 in Review
986 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2018, worth a combined $11.6B — up 3.6% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new VIG positions and 70 closed out — a net gain of 84 holders — while 401 added to existing stakes and 278 trimmed.
The largest buyer was Bank of America, adding an estimated $568M. The largest seller was Cornerstone Wealth Management, cutting an estimated $964M.
- 986 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2018, up from 911 in Q3 2018.
- Funds reported $11.6B of Vanguard Dividend Appreciation ETF stock for Q4 2018, up 3.6% quarter-over-quarter.
- 154 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2018 and 70 closed out, a net change of +84 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q4 2018 was Bank of America, an estimated $568M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $964M sold.
Based on aggregated 13F filings for Q4 2018.