Vanguard Dividend Appreciation ETF
VIG
449 hedge funds and large institutions have $7.35B invested in Vanguard Dividend Appreciation ETF in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 205 increasing their positions, 129 reducing their positions, and 22 closing their positions.
132% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 22
104% more call options, than puts
Call options by funds: $4.43M | Put options by funds: $2.17M
59% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 129
21% more capital invested
Capital invested by funds: $6.05B → $7.35B (+$1.3B)
6% more funds holding
Funds holding: 422 → 449 (+27)
3.02% more ownership
Funds ownership: 33.02% → 36.04% (+3%)
1% less funds holding in top 10
Funds holding in top 10: 73 → 72 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$550M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$143M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$24.1M |
| 4 |
LC
Lubar & Co
Milwaukee,
Wisconsin
|
+$16.7M |
| 5 |
HP
HT Partners
Centerbrook,
Connecticut
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$28.8M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$24.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.8M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$16.1M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$11.1M |
VIG Hedge Fund Activity: Q2 2014 in Review
449 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2014, worth a combined $7.35B — up 21% from $6.05B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new VIG positions and 22 closed out — a net gain of 29 holders — while 205 added to existing stakes and 129 trimmed.
The largest buyer was Windhaven Investment Management, adding an estimated $550M. The largest seller was Bank of New York Mellon, cutting an estimated $28.8M.
- 449 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2014, up from 422 in Q1 2014.
- Funds reported $7.35B of Vanguard Dividend Appreciation ETF stock for Q2 2014, up 21% quarter-over-quarter.
- 51 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2014 and 22 closed out, a net change of +29 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q2 2014 was Windhaven Investment Management, an estimated $550M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q2 2014 was Bank of New York Mellon, an estimated $28.8M sold.
Based on aggregated 13F filings for Q2 2014.