Vanguard Dividend Appreciation ETF
VIG
2,022 hedge funds and large institutions have $34.9B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 788 increasing their positions, 684 reducing their positions, and 45 closing their positions.
511% more first-time investments, than exits
New positions opened: 275 | Existing positions closed: 45
102% more call options, than puts
Call options by funds: $135M | Put options by funds: $66.8M
23% more capital invested
Capital invested by funds: $28.3B → $34.9B (+$6.59B)
15% more repeat investments, than reductions
Existing positions increased: 788 | Existing positions reduced: 684
11% more funds holding
Funds holding: 1,825 → 2,022 (+197)
8% more funds holding in top 10
Funds holding in top 10: 239 → 258 (+19)
4.27% more ownership
Funds ownership: 42.77% → 47.03% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.92B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$553M |
| 3 |
JP Morgan Chase
New York
|
+$302M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$54.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$72M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$49.1M |
| 3 |
VU
Valence8 US
Cambridge,
Massachusetts
|
-$33.5M |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$31.9M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$19.7M |
VIG Hedge Fund Activity: Q4 2023 in Review
2,022 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2023, worth a combined $34.9B — up 23% from $28.3B a quarter earlier.
Buyers outnumbered sellers: 275 funds opened new VIG positions and 45 closed out — a net gain of 230 holders — while 788 added to existing stakes and 684 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.92B. The largest seller was Osaic Holdings, cutting an estimated $72M.
- 2,022 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2023, up from 1,825 in Q3 2023.
- Funds reported $34.9B of Vanguard Dividend Appreciation ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 275 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2023 and 45 closed out, a net change of +230 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.92B added.
- The largest Vanguard Dividend Appreciation ETF seller in Q4 2023 was Osaic Holdings, an estimated $72M sold.
Based on aggregated 13F filings for Q4 2023.