Vanguard Dividend Appreciation ETF
VIG
1,824 hedge funds and large institutions have $28.3B invested in Vanguard Dividend Appreciation ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 758 increasing their positions, 637 reducing their positions, and 67 closing their positions.
185% more call options, than puts
Call options by funds: $106M | Put options by funds: $37.1M
73% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 67
19% more repeat investments, than reductions
Existing positions increased: 758 | Existing positions reduced: 637
2% more funds holding
Funds holding: 1,793 → 1,824 (+31)
0.13% less ownership
Funds ownership: 42.88% → 42.75% (-0.13%)
5% less capital invested
Capital invested by funds: $29.8B → $28.3B (-$1.48B)
2% less funds holding in top 10
Funds holding in top 10: 244 → 238 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$86.7M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$86.1M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$37.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$34.6M |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$448M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$86.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$56.4M |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$47.1M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$45.9M |
VIG Hedge Fund Activity: Q3 2023 in Review
1,824 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2023, worth a combined $28.3B — down 5% from $29.8B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new VIG positions and 67 closed out — a net gain of 49 holders — while 758 added to existing stakes and 637 trimmed.
The largest buyer was Bank of America, adding an estimated $86.7M. The largest seller was Citigroup, cutting an estimated $448M.
- 1,824 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2023, up from 1,793 in Q2 2023.
- Funds reported $28.3B of Vanguard Dividend Appreciation ETF stock for Q3 2023, down 5% quarter-over-quarter.
- 116 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2023 and 67 closed out, a net change of +49 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q3 2023 was Bank of America, an estimated $86.7M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q3 2023 was Citigroup, an estimated $448M sold.
Based on aggregated 13F filings for Q3 2023.