Vanguard Dividend Appreciation ETF
VIG
676 hedge funds and large institutions have $7.98B invested in Vanguard Dividend Appreciation ETF in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 260 increasing their positions, 210 reducing their positions, and 26 closing their positions.
269% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 26
133% more call options, than puts
Call options by funds: $9.42M | Put options by funds: $4.03M
24% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 210
10% more funds holding
Funds holding: 616 → 676 (+60)
7% more funds holding in top 10
Funds holding in top 10: 75 → 80 (+5)
0.43% less ownership
Funds ownership: 36.05% → 35.63% (-0.43%)
1% less capital invested
Capital invested by funds: $8.05B → $7.98B (-$71.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$51.1M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$46.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$39.3M |
| 4 |
W
Wealthfront
Palo Alto,
California
|
+$34.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$436M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$38.2M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$26.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$13M |
| 5 |
FDCC
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
-$12.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
701
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$10K | -123 | Closed |
|
702
Simplex Trading
Chicago,
Illinois
| – | +$168 | +2 | New |
|
VIG Hedge Fund Activity: Q4 2016 in Review
676 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2016, worth a combined $7.98B — down 0.88% from $8.05B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new VIG positions and 26 closed out — a net gain of 70 holders — while 260 added to existing stakes and 210 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $51.1M. The largest seller was Windhaven Investment Management, cutting an estimated $436M.
- 676 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2016, up from 616 in Q3 2016.
- Funds reported $7.98B of Vanguard Dividend Appreciation ETF stock for Q4 2016, down 0.88% quarter-over-quarter.
- 96 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2016 and 26 closed out, a net change of +70 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $51.1M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q4 2016 was Windhaven Investment Management, an estimated $436M sold.
Based on aggregated 13F filings for Q4 2016.