Vanguard Dividend Appreciation ETF
VIG
909 hedge funds and large institutions have $11.1B invested in Vanguard Dividend Appreciation ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 350 increasing their positions, 298 reducing their positions, and 25 closing their positions.
232% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 25
157% more call options, than puts
Call options by funds: $19.8M | Put options by funds: $7.69M
17% more repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 298
15% more capital invested
Capital invested by funds: $9.7B → $11.1B (+$1.41B)
6% more funds holding
Funds holding: 855 → 909 (+54)
1% more funds holding in top 10
Funds holding in top 10: 96 → 97 (+1)
0.87% more ownership
Funds ownership: 35.23% → 36.1% (+0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$178M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$60.9M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$48.4M |
| 4 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
+$47.8M |
| 5 |
Morgan Stanley
New York
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$50.6M |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$35.3M |
| 3 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$33.4M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$14.2M |
| 5 |
Bank of New York Mellon
New York
|
-$10.4M |
VIG Hedge Fund Activity: Q3 2018 in Review
909 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2018, worth a combined $11.1B — up 15% from $9.7B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new VIG positions and 25 closed out — a net gain of 58 holders — while 350 added to existing stakes and 298 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $178M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $50.6M.
- 909 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2018, up from 855 in Q2 2018.
- Funds reported $11.1B of Vanguard Dividend Appreciation ETF stock for Q3 2018, up 15% quarter-over-quarter.
- 83 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2018 and 25 closed out, a net change of +58 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q3 2018 was Charles Schwab Investment Advisory, an estimated $178M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q3 2018 was JP Morgan Private Wealth Advisors, an estimated $50.6M sold.
Based on aggregated 13F filings for Q3 2018.