Vanguard Dividend Appreciation ETF
VIG
574 hedge funds and large institutions have $6.91B invested in Vanguard Dividend Appreciation ETF in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 198 increasing their positions, 200 reducing their positions, and 31 closing their positions.
152% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 31
28% more call options, than puts
Call options by funds: $5.02M | Put options by funds: $3.93M
11% more capital invested
Capital invested by funds: $6.25B → $6.91B (+$663M)
8% more funds holding
Funds holding: 533 → 574 (+41)
1.31% more ownership
Funds ownership: 35.13% → 36.45% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 75 → 75 (0)
1% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 200
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$123M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$104M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$52.6M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$41.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$56.7M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$52.7M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$50.2M |
| 4 |
Goldman Sachs
New York
|
-$24.8M |
| 5 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$20.6M |
VIG Hedge Fund Activity: Q4 2015 in Review
574 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2015, worth a combined $6.91B — up 11% from $6.25B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new VIG positions and 31 closed out — a net gain of 47 holders — while 198 added to existing stakes and 200 trimmed.
The largest buyer was LPL Financial, adding an estimated $123M. The largest seller was Bank of New York Mellon, cutting an estimated $56.7M.
- 574 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2015, up from 533 in Q3 2015.
- Funds reported $6.91B of Vanguard Dividend Appreciation ETF stock for Q4 2015, up 11% quarter-over-quarter.
- 78 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2015 and 31 closed out, a net change of +47 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q4 2015 was LPL Financial, an estimated $123M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q4 2015 was Bank of New York Mellon, an estimated $56.7M sold.
Based on aggregated 13F filings for Q4 2015.