Vanguard Dividend Appreciation ETF
VIG
1,162 hedge funds and large institutions have $15.1B invested in Vanguard Dividend Appreciation ETF in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 474 increasing their positions, 427 reducing their positions, and 100 closing their positions.
108% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $12.5M
11% more repeat investments, than reductions
Existing positions increased: 474 | Existing positions reduced: 427
7% more funds holding in top 10
Funds holding in top 10: 161 → 173 (+12)
0.75% less ownership
Funds ownership: 43.4% → 42.65% (-0.75%)
7% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 100
2% less funds holding
Funds holding: 1,187 → 1,162 (-25)
12% less capital invested
Capital invested by funds: $17.2B → $15.1B (-$2.03B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$336M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$324M |
| 3 |
Citigroup
New York
|
+$212M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$197M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$188M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$1.07B |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$396M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$249M |
| 4 |
JP Morgan Chase
New York
|
-$209M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
-$118M |
VIG Hedge Fund Activity: Q1 2020 in Review
1,162 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2020, worth a combined $15.1B — down 12% from $17.2B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of VIG and 93 opened new positions — a net loss of 7 holders — while 427 trimmed existing stakes and 474 added.
The largest buyer was Truist Financial, adding an estimated $336M. The largest seller was Johanson Financial Advisors, cutting an estimated $1.07B.
- 1,162 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2020, down from 1,187 in Q4 2019.
- Funds reported $15.1B of Vanguard Dividend Appreciation ETF stock for Q1 2020, down 12% quarter-over-quarter.
- 93 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2020 and 100 closed out, a net change of -7 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q1 2020 was Truist Financial, an estimated $336M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.07B sold.
Based on aggregated 13F filings for Q1 2020.