Vanguard Dividend Appreciation ETF
VIG
1,028 hedge funds and large institutions have $13.8B invested in Vanguard Dividend Appreciation ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 448 increasing their positions, 327 reducing their positions, and 44 closing their positions.
605% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $3.01M
45% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 44
37% more repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 327
10% more funds holding in top 10
Funds holding in top 10: 124 → 137 (+13)
9% more capital invested
Capital invested by funds: $12.7B → $13.8B (+$1.1B)
0% more funds holding
Funds holding: 1,024 → 1,028 (+4)
0.09% more ownership
Funds ownership: 39.01% → 39.1% (+0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$157M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$61.9M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$41.6M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$31.9M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$31.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$47.7M |
| 2 |
PAS
Park Avenue Securities
New York
|
-$43.9M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$30.8M |
| 4 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$24.4M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$20.3M |
VIG Hedge Fund Activity: Q2 2019 in Review
1,028 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2019, worth a combined $13.8B — up 8.7% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new VIG positions and 44 closed out — a net gain of 20 holders — while 448 added to existing stakes and 327 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $157M. The largest seller was Goldman Sachs, cutting an estimated $47.7M.
- 1,028 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2019, up from 1,024 in Q1 2019.
- Funds reported $13.8B of Vanguard Dividend Appreciation ETF stock for Q2 2019, up 8.7% quarter-over-quarter.
- 64 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2019 and 44 closed out, a net change of +20 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q2 2019 was Bank of Montreal, an estimated $157M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q2 2019 was Goldman Sachs, an estimated $47.7M sold.
Based on aggregated 13F filings for Q2 2019.