Vanguard Dividend Appreciation ETF
VIG
1,247 hedge funds and large institutions have $20.3B invested in Vanguard Dividend Appreciation ETF in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 519 increasing their positions, 437 reducing their positions, and 50 closing their positions.
120% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 50
19% more repeat investments, than reductions
Existing positions increased: 519 | Existing positions reduced: 437
13% more capital invested
Capital invested by funds: $17.9B → $20.3B (+$2.34B)
4% more funds holding
Funds holding: 1,200 → 1,247 (+47)
3% more funds holding in top 10
Funds holding in top 10: 176 → 181 (+5)
0.57% more ownership
Funds ownership: 42.1% → 42.67% (+0.57%)
54% less call options, than puts
Call options by funds: $51.3M | Put options by funds: $112M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$101M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$55.8M |
| 3 |
Two Sigma Investments
New York
|
+$52.2M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$42.4M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$139M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
-$29.5M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$13.9M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$13.7M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.9M |
VIG Hedge Fund Activity: Q3 2020 in Review
1,247 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2020, worth a combined $20.3B — up 13% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new VIG positions and 50 closed out — a net gain of 60 holders — while 519 added to existing stakes and 437 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $101M. The largest seller was JP Morgan Chase, cutting an estimated $139M.
- 1,247 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2020, up from 1,200 in Q2 2020.
- Funds reported $20.3B of Vanguard Dividend Appreciation ETF stock for Q3 2020, up 13% quarter-over-quarter.
- 110 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2020 and 50 closed out, a net change of +60 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q3 2020 was Bank of Montreal, an estimated $101M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q3 2020 was JP Morgan Chase, an estimated $139M sold.
Based on aggregated 13F filings for Q3 2020.