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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,644
Holders Change
-43
Holders Change %
-2.55%
% of All Funds
28.32%
Holding in Top 10
235
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.05%
New
66
Increased
726
Reduced
556
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$84.8M
2
Wells Fargo
Wells Fargo
California
+$52.7M
3
WA
Waverly Advisors
Alabama
+$47.4M
4
AL
Aspiriant LLC
California
+$42.4M
5
PFO
Pathstone Family Office
New Jersey
+$32.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$268M
2
PA
PFG Advisors
Arizona
-$72.1M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$55.4M
4
TF
Trek Financial
Arizona
-$44.6M
5
BMM
Berkshire Money Management
Massachusetts
-$38.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
801
Sepio Capital
Utah
$1.3M +$1.19K +8 +0.1%
VCM
802
Versant Capital Management
Arizona
$1.3M – – –
PFA
803
Pettinga Financial Advisors
Indiana
$1.29M -$180K -1,210 -11%
CWS
804
Cypress Wealth Services
California
$1.28M +$573K +3,848 +70%
WB
805
West Bancorporation
Iowa
$1.28M +$600K +4,035 +74%
CB
806
Cadence Bank
Mississippi
$1.28M +$862K +5,795 +157%
EBSAM
807
Eubel Brady & Suttman Asset Management
Ohio
$1.28M +$6.7K +45 +0.5%
KFA
808
Kelleher Financial Advisors
New York
$1.28M +$101K +680 +8%
NA
809
Nottingham Advisors
New York
$1.28M +$214K +1,438 +18%
CWA
810
CJM Wealth Advisers
Virginia
$1.28M – – –
CCG
811
Cypress Capital Group
Florida
$1.27M -$135K -910 -9%
TA
812
TFG Advisers
Michigan
$1.27M +$141K +950 +11%
MA
813
MONECO Advisors
Connecticut
$1.27M -$45.1K -303 -3%
CCFM
814
Clear Creek Financial Management
Washington
$1.27M -$285K -1,914 -17%
TI
815
Truepoint Inc
Ohio
$1.26M – – –
OBGC
816
O'Brien Greene & Co
Pennsylvania
$1.26M +$929K +6,245 +201%
NCM
817
New Capital Management
Texas
$1.26M – – –
WBCM
818
Wilson & Boucher Capital Management
California
$1.26M +$136K +914 +11%
IA
819
Integrity Advisory
Kansas
$1.26M +$1.38M +9,290 New
BWM
820
Birchcreek Wealth Management
Ohio
$1.25M +$60.9K +409 +5%
FFWM
821
Future Financial Wealth Management
Ohio
$1.25M -$407K -2,738 -24%
PCS
822
Personal CFO Solutions
New Jersey
$1.24M +$304K +2,040 +29%
M
823
MOTCO
Texas
$1.24M – – –
CFD
824
Creative Financial Designs
Indiana
$1.24M +$29K +195 +2%
KFS
825
Kaizen Financial Strategies
California
$1.24M +$985K +6,617 +261%
31 32
33
34 35

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.