Vanguard Dividend Appreciation ETF
VIG
2,056 hedge funds and large institutions have $34.6B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 696 increasing their positions, 784 reducing their positions, and 73 closing their positions.
633% more call options, than puts
Call options by funds: $90.6M | Put options by funds: $12.4M
68% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 73
2.03% more ownership
Funds ownership: 43.89% → 45.92% (+2%)
1% more funds holding
Funds holding: 2,039 → 2,056 (+17)
0% more capital invested
Capital invested by funds: $34.6B → $34.6B (+$19.6M)
7% less funds holding in top 10
Funds holding in top 10: 246 → 230 (-16)
11% less repeat investments, than reductions
Existing positions increased: 696 | Existing positions reduced: 784
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$1.57B |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$116M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$63.9M |
| 4 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$35.9M |
| 5 |
OHWA
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$139M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$68.2M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$42M |
| 4 |
Bank of New York Mellon
New York
|
-$37.2M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
-$36.6M |
VIG Hedge Fund Activity: Q2 2024 in Review
2,056 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2024, worth a combined $34.6B — up 0.06% from $34.6B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new VIG positions and 73 closed out — a net gain of 50 holders — while 696 added to existing stakes and 784 trimmed.
The largest buyer was Strategic Financial Concepts, adding an estimated $1.57B. The largest seller was Annex Advisory Services, cutting an estimated $139M.
- 2,056 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2024, up from 2,039 in Q1 2024.
- Funds reported $34.6B of Vanguard Dividend Appreciation ETF stock for Q2 2024, up 0.06% quarter-over-quarter.
- 123 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2024 and 73 closed out, a net change of +50 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $1.57B added.
- The largest Vanguard Dividend Appreciation ETF seller in Q2 2024 was Annex Advisory Services, an estimated $139M sold.
Based on aggregated 13F filings for Q2 2024.