Vanguard Dividend Appreciation ETF
VIG
1,644 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 726 increasing their positions, 556 reducing their positions, and 81 closing their positions.
236% more call options, than puts
Call options by funds: $202M | Put options by funds: $60.1M
31% more repeat investments, than reductions
Existing positions increased: 726 | Existing positions reduced: 556
14% more capital invested
Capital invested by funds: $25.8B → $29.3B (+$3.51B)
0.28% less ownership
Funds ownership: 43.34% → 43.06% (-0.28%)
2% less funds holding in top 10
Funds holding in top 10: 239 → 235 (-4)
3% less funds holding
Funds holding: 1,687 → 1,644 (-43)
19% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$84.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$52.7M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$47.4M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$42.4M |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$268M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$72.1M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
-$55.4M |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$44.6M |
| 5 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$38.2M |
VIG Hedge Fund Activity: Q3 2022 in Review
1,644 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2022, worth a combined $29.3B — up 14% from $25.8B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of VIG and 66 opened new positions — a net loss of 15 holders — while 556 trimmed existing stakes and 726 added.
The largest buyer was Bank of America, adding an estimated $84.8M. The largest seller was JP Morgan Chase, cutting an estimated $268M.
- 1,644 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2022, down from 1,687 in Q2 2022.
- Funds reported $29.3B of Vanguard Dividend Appreciation ETF stock for Q3 2022, up 14% quarter-over-quarter.
- 66 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2022 and 81 closed out, a net change of -15 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q3 2022 was Bank of America, an estimated $84.8M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q3 2022 was JP Morgan Chase, an estimated $268M sold.
Based on aggregated 13F filings for Q3 2022.