We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 533574 (+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: 7575 (0)

1% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 200

Holders
574
Holders Change
+41
Holders Change %
+7.69%
% of All Funds
15.05%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.97%
New
78
Increased
198
Reduced
200
Closed
31
Calls
$5.02M
Puts
$3.93M
Net Calls
+$1.09M
Net Calls Change
-$800K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.23B +$52.6M +674,690 +4%
WIM
2
Windhaven Investment Management
Massachusetts
$475M -$50.2M -643,684 -10%
Morgan Stanley
3
Morgan Stanley
New York
$447M +$12.4M +158,519 +3%
UBS Group
4
UBS Group
Switzerland
$359M +$104M +1,334,951 +41%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$263M -$56.7M -726,030 -18%
LPL Financial
6
LPL Financial
California
$251M +$123M +1,579,913 +94%
Wells Fargo
7
Wells Fargo
California
$205M +$37.7M +483,538 +22%
Vanguard Group
8
Vanguard Group
Pennsylvania
$199M +$19.8M +253,940 +11%
W
9
Wealthfront
California
$179M +$5.91M +75,675 +3%
HB
10
Homrich & Berg
Georgia
$139M +$726K +9,301 +0.5%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$121M +$41.5M +531,197 +52%
DT
12
Diversified Trust
Tennessee
$113M -$4.19M -53,717 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$105M +$2.09M +26,842 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$97.3M +$18.5M +237,697 +23%
BCI
15
Brinker Capital Investments
Pennsylvania
$92.4M -$9.18M -117,588 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$76.6M -$1.38M -17,639 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$72.2M +$198K +2,538 +0.3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$63.2M -$1M -12,843 -2%
Goldman Sachs
19
Goldman Sachs
New York
$60.5M -$24.8M -317,578 -29%
GT
20
Glenmede Trust
Pennsylvania
$53.1M -$248K -3,184 -0.5%
SF
21
Synovus Financial
Georgia
$52.6M -$30.7K -393 -0.1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$52.2M -$5.11M -65,457 -9%
JP Morgan Chase
23
JP Morgan Chase
New York
$50M -$814K -10,426 -2%
CFA
24
Capstone Financial Advisors
Illinois
$48.5M -$954K -12,221 -2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$48.1M -$364K -4,661 -0.7%

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.