Vanguard Dividend Appreciation ETF
VIG
1,187 hedge funds and large institutions have $17.2B invested in Vanguard Dividend Appreciation ETF in 2019 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 499 increasing their positions, 300 reducing their positions, and 48 closing their positions.
310% more first-time investments, than exits
New positions opened: 197 | Existing positions closed: 48
70% more call options, than puts
Call options by funds: $27.2M | Put options by funds: $16M
66% more repeat investments, than reductions
Existing positions increased: 499 | Existing positions reduced: 300
14% more funds holding in top 10
Funds holding in top 10: 141 → 161 (+20)
14% more capital invested
Capital invested by funds: $15.1B → $17.2B (+$2.08B)
13% more funds holding
Funds holding: 1,054 → 1,187 (+133)
3.89% more ownership
Funds ownership: 39.51% → 43.4% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$1.08B |
| 2 |
JP Morgan Chase
New York
|
+$369M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$242M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$194M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$177M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$73.2M |
| 3 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$34.8M |
| 4 |
Two Sigma Investments
New York
|
-$33.7M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$29M |
VIG Hedge Fund Activity: Q4 2019 in Review
1,187 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2019, worth a combined $17.2B — up 14% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 197 funds opened new VIG positions and 48 closed out — a net gain of 149 holders — while 499 added to existing stakes and 300 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $1.08B. The largest seller was Bank of Montreal, cutting an estimated $177M.
- 1,187 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2019, up from 1,054 in Q3 2019.
- Funds reported $17.2B of Vanguard Dividend Appreciation ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 197 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2019 and 48 closed out, a net change of +149 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $1.08B added.
- The largest Vanguard Dividend Appreciation ETF seller in Q4 2019 was Bank of Montreal, an estimated $177M sold.
Based on aggregated 13F filings for Q4 2019.