Vanguard Dividend Appreciation ETF
VIG
855 hedge funds and large institutions have $9.7B invested in Vanguard Dividend Appreciation ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 312 increasing their positions, 311 reducing their positions, and 33 closing their positions.
164% more call options, than puts
Call options by funds: $17.1M | Put options by funds: $6.47M
61% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 33
2% more funds holding
Funds holding: 841 → 855 (+14)
1% more funds holding in top 10
Funds holding in top 10: 95 → 96 (+1)
1% more capital invested
Capital invested by funds: $9.63B → $9.7B (+$73.5M)
0% more repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 311
0.2% less ownership
Funds ownership: 35.43% → 35.23% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$300M |
| 2 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$23.6M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$14.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$12.2M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$58.6M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$53M |
| 3 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
-$46.8M |
| 4 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$37.5M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$21.4M |
VIG Hedge Fund Activity: Q2 2018 in Review
855 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2018, worth a combined $9.7B — up 0.76% from $9.63B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new VIG positions and 33 closed out — a net gain of 20 holders — while 312 added to existing stakes and 311 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $300M. The largest seller was Glenmede Trust, exiting entirely with an estimated $58.6M sold.
- 855 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2018, up from 841 in Q1 2018.
- Funds reported $9.7B of Vanguard Dividend Appreciation ETF stock for Q2 2018, up 0.76% quarter-over-quarter.
- 53 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2018 and 33 closed out, a net change of +20 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $300M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q2 2018 was Glenmede Trust, an estimated $58.6M sold.
Based on aggregated 13F filings for Q2 2018.