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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
2,039
Holders Change
+17
Holders Change %
+0.84%
% of All Funds
29.37%
Holding in Top 10
246
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-4.65%
% of All Funds
3.54%
New
138
Increased
790
Reduced
761
Closed
95
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$230M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$119M
3
HWM
HB Wealth Management
Georgia
+$108M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$81.9M
5
AAS
Annex Advisory Services
Wisconsin
+$69.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.02B
2
Bank of America
Bank of America
North Carolina
-$879M
3
Truist Financial
Truist Financial
North Carolina
-$95.7M
4
Charles Schwab
Charles Schwab
California
-$93.2M
5
AWM
Apollon Wealth Management
South Carolina
-$39.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
801
Ritholtz Wealth Management
New York
$2.24M +$154K +877 +8%
WIA
802
Wetzel Investment Advisors
Indiana
$2.23M -$39.5K -225 -2%
FCP
803
Fidelis Capital Partners
Florida
$2.23M -$167K -950 -7%
RMCM
804
Reynders McVeigh Capital Management
Massachusetts
$2.23M -$44.1K -251 -2%
BB
805
Busey Bank
Illinois
$2.23M -$19.5K -111 -0.9%
NSAM
806
North Star Asset Management
Wisconsin
$2.22M +$224K +1,275 +12%
RRA
807
Round Rock Advisors
Connecticut
$2.22M -$19.3K -110 -0.9%
FT
808
Fiduciary Trust
Massachusetts
$2.22M -$310K -1,765 -13%
WS
809
Wedbush Securities
California
$2.21M +$340K +1,937 +19%
WAM
810
WNY Asset Management
New York
$2.2M +$8.26K +47 +0.4%
LSA
811
Lion Street Advisors
Texas
$2.19M – – –
MA
812
MKT Advisors
California
$2.19M -$92.6K -527 -4%
RC
813
Roundview Capital
New Jersey
$2.18M +$47.1K +268 +2%
BF
814
BOK Financial
Oklahoma
$2.17M +$178K +1,015 +9%
NAS
815
Nicolet Advisory Services
Wisconsin
$2.15M -$26K -148 -1%
BFIM
816
Beese Fulmer Investment Management
Ohio
$2.15M +$4.04K +23 +0.2%
JCM
817
Jacobi Capital Management
Pennsylvania
$2.14M -$527 -3 -0%
EWM
818
Empirical Wealth Management
Washington
$2.14M +$470K +2,675 +30%
SYBT
819
Stock Yards Bank & Trust
Kentucky
$2.14M +$580K +3,299 +39%
CPIA
820
Cornell Pochily Investment Advisors
New York
$2.14M +$37.9K +216 +2%
CCA
821
Childress Capital Advisors
Texas
$2.13M – – –
EIA
822
Eldridge Investment Advisors
New Hampshire
$2.13M – – –
X
823
Xponance
Pennsylvania
$2.13M – – –
SC
824
Sapient Capital
Indiana
$2.11M +$1.05M +5,995 +108%
ACM
825
Advisors Capital Management
New Jersey
$2.11M -$256K -1,456 -11%
31 32
33
34 35

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.