Vanguard Dividend Appreciation ETF
VIG
463 hedge funds and large institutions have $7.16B invested in Vanguard Dividend Appreciation ETF in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 157 reducing their positions, and 22 closing their positions.
147% more call options, than puts
Call options by funds: $5.58M | Put options by funds: $2.26M
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
19% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 157
3% more funds holding
Funds holding: 449 → 463 (+14)
0.12% less ownership
Funds ownership: 36.04% → 35.92% (-0.12%)
2% less capital invested
Capital invested by funds: $7.33B → $7.16B (-$176M)
3% less funds holding in top 10
Funds holding in top 10: 72 → 70 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$49M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$37.4M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$19.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$19.6M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$82.6M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$54.5M |
| 3 |
Bank of New York Mellon
New York
|
-$35.5M |
| 4 |
LC
Lubar & Co
Milwaukee,
Wisconsin
|
-$16.1M |
| 5 |
WCWM
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
-$14M |
VIG Hedge Fund Activity: Q3 2014 in Review
463 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2014, worth a combined $7.16B — down 2.4% from $7.33B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new VIG positions and 22 closed out — a net gain of 17 holders — while 187 added to existing stakes and 157 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $49M. The largest seller was Bank of America, cutting an estimated $82.6M.
- 463 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2014, up from 449 in Q2 2014.
- Funds reported $7.16B of Vanguard Dividend Appreciation ETF stock for Q3 2014, down 2.4% quarter-over-quarter.
- 39 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2014 and 22 closed out, a net change of +17 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q3 2014 was JP Morgan Private Wealth Advisors, an estimated $49M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q3 2014 was Bank of America, an estimated $82.6M sold.
Based on aggregated 13F filings for Q3 2014.