Vanguard Dividend Appreciation ETF
VIG
986 hedge funds and large institutions have $11.7B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 400 increasing their positions, 277 reducing their positions, and 70 closing their positions.
167% more call options, than puts
Call options by funds: $17M | Put options by funds: $6.38M
123% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 70
44% more repeat investments, than reductions
Existing positions increased: 400 | Existing positions reduced: 277
30% more funds holding in top 10
Funds holding in top 10: 97 → 126 (+29)
8% more funds holding
Funds holding: 909 → 986 (+77)
4.35% more ownership
Funds ownership: 36.1% → 40.45% (+4.4%)
5% more capital invested
Capital invested by funds: $11.1B → $11.7B (+$551M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$568M |
| 2 |
JP Morgan Chase
New York
|
+$490M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$187M |
| 4 |
Morgan Stanley
New York
|
+$99.7M |
| 5 |
Goldman Sachs
New York
|
+$92.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$98M |
| 2 |
Bank of New York Mellon
New York
|
-$59.8M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$49.8M |
| 4 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$49.3M |
| 5 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$34.2M |
VIG Hedge Fund Activity: Q4 2018 in Review
986 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2018, worth a combined $11.7B — up 5% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new VIG positions and 70 closed out — a net gain of 86 holders — while 400 added to existing stakes and 277 trimmed.
The largest buyer was Bank of America, adding an estimated $568M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $98M.
- 986 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2018, up from 909 in Q3 2018.
- Funds reported $11.7B of Vanguard Dividend Appreciation ETF stock for Q4 2018, up 5% quarter-over-quarter.
- 156 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2018 and 70 closed out, a net change of +86 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q4 2018 was Bank of America, an estimated $568M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $98M sold.
Based on aggregated 13F filings for Q4 2018.