Vanguard Dividend Appreciation ETF
VIG
525 hedge funds and large institutions have $7.41B invested in Vanguard Dividend Appreciation ETF in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 216 increasing their positions, 154 reducing their positions, and 22 closing their positions.
305% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 22
40% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 154
21% more funds holding in top 10
Funds holding in top 10: 70 → 85 (+15)
13% more funds holding
Funds holding: 463 → 525 (+62)
4% more capital invested
Capital invested by funds: $7.16B → $7.41B (+$259M)
0.9% less ownership
Funds ownership: 35.92% → 35.02% (-0.9%)
22% less call options, than puts
Call options by funds: $3.68M | Put options by funds: $4.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$224M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$39.6M |
| 3 |
Morgan Stanley
New York
|
+$35M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.6M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$480M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$150M |
| 3 |
Bank of New York Mellon
New York
|
-$55.2M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$24.2M |
| 5 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$18M |
VIG Hedge Fund Activity: Q4 2014 in Review
525 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2014, worth a combined $7.41B — up 3.6% from $7.16B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new VIG positions and 22 closed out — a net gain of 67 holders — while 216 added to existing stakes and 154 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $224M. The largest seller was Bank of America, cutting an estimated $480M.
- 525 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2014, up from 463 in Q3 2014.
- Funds reported $7.41B of Vanguard Dividend Appreciation ETF stock for Q4 2014, up 3.6% 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.