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Vanguard Dividend Appreciation ETF
VIG

524 hedge funds and large institutions have $6.95B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 155 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 22

39% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 155

21% more funds holding in top 10

Funds holding in top 10: 70 → 85 (+15)

13% more funds holding

Funds holding: 462 → 524 (+62)

0% more capital invested

Capital invested by funds: $6.94B → $6.95B (+$9.68M)

0.9% less ownership

Funds ownership: 35.91% → 35.01% (-0.9%)

22% less call options, than puts

Call options by funds: $3.68M | Put options by funds: $4.69M

Holders
524
Holders Change
+62
Holders Change %
+13.42%
% of All Funds
13.97%
Holding in Top 10
85
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.43%
% of All Funds
2.27%
New
89
Increased
215
Reduced
155
Closed
22
Calls
$3.68M
Puts
$4.69M
Net Calls
-$1.01M
Net Calls Change
-$4.33M

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$224M
2
Wells Fargo
Wells Fargo
California
+$39.6M
3
Morgan Stanley
Morgan Stanley
New York
+$35M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$33.6M
5
SF
Synovus Financial
Georgia
+$26.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$480M
2
WIM
Windhaven Investment Management
Massachusetts
-$150M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$55.2M
4
CAN
Cetera Advisor Networks
California
-$24.2M
5
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
176
Kovack Advisors
Florida
$3.11M +$1.65M +20,826 +119%
NG
177
Northstar Group
New York
$3.11M +$3.03M +38,308 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$3.11M +$194K +2,458 +7%
CCG
179
Chatham Capital Group
Georgia
$3.03M +$234K +2,960 +9%
JWBC
180
J.W. Burns & Co
New York
$2.97M -$12.2K -154 -0.4%
REMPR
181
Roof Eidam Maycock Peralta (REMP)
California
$2.95M +$2.87M +36,328 New
CTC
182
Central Trust Company
Missouri
$2.93M +$31K +392 +1%
SCM
183
Stonehearth Capital Management
Massachusetts
$2.93M +$2.85M +36,046 New
SAM
184
Shamrock Asset Management
Texas
$2.92M -$100K -1,265 -3%
CA
185
Cambridge Advisors
Nebraska
$2.92M +$2.84M +35,944 New
HF
186
HRT Financial
New York
$2.89M +$2.81M +35,561 New
VF
187
Virtu Financial
New York
$2.88M +$2.8M +35,435 New
OPCM
188
Osborne Partners Capital Management
California
$2.82M +$79.9K +1,010 +3%
EVM
189
Eaton Vance Management
Massachusetts
$2.82M +$255K +3,230 +10%
IFWM
190
Institute for Wealth Management
Colorado
$2.81M +$2.73M +34,572 New
HTC
191
Haverford Trust Company
Pennsylvania
$2.79M +$79.9K +1,010 +3%
BPC
192
Banque Pictet & Cie
Switzerland
$2.76M -$696K -8,800 -21%
SC
193
SouthState Corp
Florida
$2.73M -$209K -2,646 -7%
EHPM
194
Emery Howard Portfolio Management
California
$2.62M +$107K +1,352 +4%
ICAS
195
Investors Capital Advisory Services
Massachusetts
$2.61M -$382K -4,835 -13%
MCM
196
Millie Capital Management
California
$2.59M +$2.52M +31,861 New
CAS
197
Cue Advisory Services
Arizona
$2.57M +$2.51M +31,719 New
RNS
198
Robert N. Shapiro
$2.57M -$197K -2,497 -7%
IH
199
IFC Holdings
Florida
$2.55M +$18.2K +230 +0.8%
KCM
200
Karp Capital Management
California
$2.54M +$2.47M +31,268 New
6 7
8
9 10

VIG Hedge Fund Activity: Q4 2014 in Review

524 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2014, worth a combined $6.95B — up 0.14% from $6.94B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VIG positions and 22 closed out — a net gain of 67 holders — while 215 added to existing stakes and 155 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $224M. The largest seller was Bank of America, cutting an estimated $480M.

  • 524 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2014, up from 462 in Q3 2014.
  • Funds reported $6.95B of Vanguard Dividend Appreciation ETF stock for Q4 2014, up 0.14% quarter-over-quarter.
  • 89 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2014 and 22 closed out, a net change of +67 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $224M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2014 was Bank of America, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2014.