Vanguard Dividend Appreciation ETF
VIG
542 hedge funds and large institutions have $7.19B invested in Vanguard Dividend Appreciation ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 228 increasing their positions, 190 reducing their positions, and 25 closing their positions.
104% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 25
20% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 190
3% more funds holding
Funds holding: 525 → 542 (+17)
0.19% less ownership
Funds ownership: 35.02% → 34.83% (-0.19%)
3% less capital invested
Capital invested by funds: $7.41B → $7.19B (-$229M)
1% less funds holding in top 10
Funds holding in top 10: 85 → 84 (-1)
33% less call options, than puts
Call options by funds: $3M | Put options by funds: $4.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$497M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$43.8M |
| 3 |
Bank of New York Mellon
New York
|
+$35.3M |
| 4 |
W
Wealthfront
Palo Alto,
California
|
+$24.6M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$591M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$221M |
| 3 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$21.5M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$16.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$15.9M |
VIG Hedge Fund Activity: Q1 2015 in Review
542 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2015, worth a combined $7.19B — down 3.1% from $7.41B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new VIG positions and 25 closed out — a net gain of 26 holders — while 228 added to existing stakes and 190 trimmed.
The largest buyer was Bank of America, adding an estimated $497M. The largest seller was Windhaven Investment Management, cutting an estimated $591M.
- 542 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2015, up from 525 in Q4 2014.
- Funds reported $7.19B of Vanguard Dividend Appreciation ETF stock for Q1 2015, down 3.1% quarter-over-quarter.
- 51 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2015 and 25 closed out, a net change of +26 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q1 2015 was Bank of America, an estimated $497M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q1 2015 was Windhaven Investment Management, an estimated $591M sold.
Based on aggregated 13F filings for Q1 2015.