Vanguard Dividend Appreciation ETF
VIG
534 hedge funds and large institutions have $6.44B invested in Vanguard Dividend Appreciation ETF in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 188 increasing their positions, 215 reducing their positions, and 38 closing their positions.
76% more call options, than puts
Call options by funds: $4.39M | Put options by funds: $2.5M
1% more funds holding in top 10
Funds holding in top 10: 74 → 75 (+1)
0.17% less ownership
Funds ownership: 35.32% → 35.15% (-0.17%)
1% less funds holding
Funds holding: 542 → 534 (-8)
8% less capital invested
Capital invested by funds: $7B → $6.44B (-$566M)
11% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 38
13% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$123M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$30.4M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$29.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$60.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$44.2M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$43.4M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$34M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$22.3M |
VIG Hedge Fund Activity: Q3 2015 in Review
534 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2015, worth a combined $6.44B — down 8.1% from $7B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of VIG and 34 opened new positions — a net loss of 4 holders — while 215 trimmed existing stakes and 188 added.
The largest buyer was Bank of America, adding an estimated $123M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $60.8M.
- 534 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2015, down from 542 in Q2 2015.
- Funds reported $6.44B of Vanguard Dividend Appreciation ETF stock for Q3 2015, down 8.1% quarter-over-quarter.
- 34 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2015 and 38 closed out, a net change of -4 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q3 2015 was Bank of America, an estimated $123M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $60.8M sold.
Based on aggregated 13F filings for Q3 2015.