Vanguard Dividend Appreciation ETF
VIG
842 hedge funds and large institutions have $9.61B invested in Vanguard Dividend Appreciation ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 297 increasing their positions, 330 reducing their positions, and 42 closing their positions.
305.82% more ownership
Funds ownership: 35.74% → 341.56% (+306%)
157% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $5.95M
19% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 42
0% more funds holding
Funds holding: 842 → 842 (0)
1% less capital invested
Capital invested by funds: $9.75B → $9.61B (-$138M)
1% less funds holding in top 10
Funds holding in top 10: 96 → 95 (-1)
10% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 330
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
+$85.3B |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$31.8M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$29.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.3M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$37.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$29.5M |
| 3 |
Morgan Stanley
New York
|
-$28.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$20.2M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$13.2M |
VIG Hedge Fund Activity: Q1 2018 in Review
842 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2018, worth a combined $9.61B — down 1.4% from $9.75B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new VIG positions and 42 closed out — a net gain of 8 holders — while 297 added to existing stakes and 330 trimmed.
The largest buyer was Ruggie Capital Group, adding an estimated $85.3B. The largest seller was MML Investors Services, cutting an estimated $37.1M.
- 842 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $9.61B of Vanguard Dividend Appreciation ETF stock for Q1 2018, down 1.4% quarter-over-quarter.
- 50 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2018 and 42 closed out, a net change of +8 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q1 2018 was Ruggie Capital Group, an estimated $85.3B added.
- The largest Vanguard Dividend Appreciation ETF seller in Q1 2018 was MML Investors Services, an estimated $37.1M sold.
Based on aggregated 13F filings for Q1 2018.