Vanguard Dividend Appreciation ETF
VIG
1,780 hedge funds and large institutions have $27.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 673 increasing their positions, 698 reducing their positions, and 83 closing their positions.
286% more call options, than puts
Call options by funds: $112M | Put options by funds: $28.9M
43% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 83
1% less funds holding
Funds holding: 1,793 → 1,780 (-13)
4% less repeat investments, than reductions
Existing positions increased: 673 | Existing positions reduced: 698
1.07% less ownership
Funds ownership: 44.35% → 43.27% (-1.1%)
10% less funds holding in top 10
Funds holding in top 10: 267 → 241 (-26)
57% less capital invested
Capital invested by funds: $64.4B → $27.7B (-$36.8B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$124M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
+$103M |
| 3 |
JP Morgan Chase
New York
|
+$76.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$61.1M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$897M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$176M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
-$88.6M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$70.1M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$65.5M |
VIG Hedge Fund Activity: Q1 2023 in Review
1,780 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2023, worth a combined $27.7B — down 57% from $64.4B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new VIG positions and 83 closed out — a net gain of 36 holders — while 673 added to existing stakes and 698 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $124M. The largest seller was Bank of America, cutting an estimated $897M.
- 1,780 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2023, down from 1,793 in Q4 2022.
- Funds reported $27.7B of Vanguard Dividend Appreciation ETF stock for Q1 2023, down 57% quarter-over-quarter.
- 119 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2023 and 83 closed out, a net change of +36 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $124M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q1 2023 was Bank of America, an estimated $897M sold.
Based on aggregated 13F filings for Q1 2023.