Vanguard Dividend Appreciation ETF
VIG
414 hedge funds and large institutions have $6.8B invested in Vanguard Dividend Appreciation ETF in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 183 increasing their positions, 96 reducing their positions, and 17 closing their positions.
418% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 17
177% more call options, than puts
Call options by funds: $4.48M | Put options by funds: $1.62M
91% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 96
49% more capital invested
Capital invested by funds: $4.57B → $6.8B (+$2.23B)
19% more funds holding
Funds holding: 348 → 414 (+66)
17% more funds holding in top 10
Funds holding in top 10: 64 → 75 (+11)
1.24% more ownership
Funds ownership: 34.74% → 35.98% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$84.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$51.3M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$38.2M |
| 4 |
Bank of New York Mellon
New York
|
+$25.7M |
| 5 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$24.7M |
| 2 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$17.4M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$10.8M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$9.27M |
| 5 |
Two Sigma Investments
New York
|
-$6.23M |
VIG Hedge Fund Activity: Q4 2013 in Review
414 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2013, worth a combined $6.8B — up 49% from $4.57B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new VIG positions and 17 closed out — a net gain of 71 holders — while 183 added to existing stakes and 96 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $84.3M. The largest seller was Berkshire Money Management, cutting an estimated $24.7M.
- 414 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2013, up from 348 in Q3 2013.
- Funds reported $6.8B of Vanguard Dividend Appreciation ETF stock for Q4 2013, up 49% quarter-over-quarter.
- 88 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2013 and 17 closed out, a net change of +71 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $84.3M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q4 2013 was Berkshire Money Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2013.