Vanguard Dividend Appreciation ETF
VIG
618 hedge funds and large institutions have $8.08B invested in Vanguard Dividend Appreciation ETF in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 18 closing their positions.
169% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $3.99M
144% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 18
3% more funds holding
Funds holding: 599 → 618 (+19)
8% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 226
5% more capital invested
Capital invested by funds: $7.73B → $8.08B (+$350M)
0.17% more ownership
Funds ownership: 36.11% → 36.29% (+0.17%)
4% less funds holding in top 10
Funds holding in top 10: 77 → 74 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$147M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$66M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$24.1M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$17.3M |
| 5 |
Morgan Stanley
New York
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAS
Park Avenue Securities
New York
|
-$38.6M |
| 2 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$25.6M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$11.7M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$9.24M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.92M |
VIG Hedge Fund Activity: Q3 2016 in Review
618 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2016, worth a combined $8.08B — up 4.5% from $7.73B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new VIG positions and 18 closed out — a net gain of 26 holders — while 245 added to existing stakes and 226 trimmed.
The largest buyer was Windhaven Investment Management, adding an estimated $147M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $38.6M sold.
- 618 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2016, up from 599 in Q2 2016.
- Funds reported $8.08B of Vanguard Dividend Appreciation ETF stock for Q3 2016, up 4.5% quarter-over-quarter.
- 44 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2016 and 18 closed out, a net change of +26 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q3 2016 was Windhaven Investment Management, an estimated $147M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q3 2016 was Park Avenue Securities, an estimated $38.6M sold.
Based on aggregated 13F filings for Q3 2016.