Vanguard Dividend Appreciation ETF
VIG
1,200 hedge funds and large institutions have $17.9B invested in Vanguard Dividend Appreciation ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 468 increasing their positions, 439 reducing their positions, and 55 closing their positions.
93% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 55
18% more capital invested
Capital invested by funds: $15.1B → $17.9B (+$2.8B)
3% more funds holding
Funds holding: 1,160 → 1,200 (+40)
2% more funds holding in top 10
Funds holding in top 10: 173 → 176 (+3)
7% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 439
0.59% more ownership
Funds ownership: 41.51% → 42.1% (+0.59%)
7% less call options, than puts
Call options by funds: $39.1M | Put options by funds: $41.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$162M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
+$117M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$62M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$57.9M |
| 5 |
Morgan Stanley
New York
|
+$47.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$209M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$64.6M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$28.4M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$27.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$25.7M |
VIG Hedge Fund Activity: Q2 2020 in Review
1,200 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2020, worth a combined $17.9B — up 18% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new VIG positions and 55 closed out — a net gain of 51 holders — while 468 added to existing stakes and 439 trimmed.
The largest buyer was Citigroup, adding an estimated $162M. The largest seller was JP Morgan Chase, cutting an estimated $209M.
- 1,200 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2020, up from 1,160 in Q1 2020.
- Funds reported $17.9B of Vanguard Dividend Appreciation ETF stock for Q2 2020, up 18% quarter-over-quarter.
- 106 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2020 and 55 closed out, a net change of +51 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q2 2020 was Citigroup, an estimated $162M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q2 2020 was JP Morgan Chase, an estimated $209M sold.
Based on aggregated 13F filings for Q2 2020.