Vanguard Dividend Appreciation ETF
VIG
2,039 hedge funds and large institutions have $34.6B invested in Vanguard Dividend Appreciation ETF in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 790 increasing their positions, 761 reducing their positions, and 95 closing their positions.
147% more call options, than puts
Call options by funds: $125M | Put options by funds: $50.6M
45% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 95
4% more repeat investments, than reductions
Existing positions increased: 790 | Existing positions reduced: 761
1% more funds holding
Funds holding: 2,022 → 2,039 (+17)
1% less capital invested
Capital invested by funds: $34.9B → $34.6B (-$296M)
3.15% less ownership
Funds ownership: 47.03% → 43.89% (-3.1%)
5% less funds holding in top 10
Funds holding in top 10: 258 → 246 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$230M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$119M |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$108M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$81.9M |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$69.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.02B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$879M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$95.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$93.2M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$39.3M |
VIG Hedge Fund Activity: Q1 2024 in Review
2,039 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2024, worth a combined $34.6B — down 0.85% from $34.9B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new VIG positions and 95 closed out — a net gain of 43 holders — while 790 added to existing stakes and 761 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $230M. The largest seller was Morgan Stanley, cutting an estimated $2.02B.
- 2,039 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2024, up from 2,022 in Q4 2023.
- Funds reported $34.6B of Vanguard Dividend Appreciation ETF stock for Q1 2024, down 0.85% quarter-over-quarter.
- 138 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2024 and 95 closed out, a net change of +43 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q1 2024 was Raymond James & Associates, an estimated $230M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.02B sold.
Based on aggregated 13F filings for Q1 2024.