Vanguard Dividend Appreciation ETF
VIG
1,690 hedge funds and large institutions have $26B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 716 increasing their positions, 581 reducing their positions, and 95 closing their positions.
109% more capital inflows, than outflows
Capital inflows: $1.49B | Capital outflows: $712M
23% more repeat investments, than reductions
Existing positions increased: 716 | Existing positions reduced: 581
22% more call options, than puts
Call options by funds: $136M | Put options by funds: $111M
2% more funds holding in top 10
Funds holding in top 10: 235 → 240 (+5)
0.24% more ownership
Funds ownership: 43.13% → 43.38% (+0.24%)
2% less funds holding
Funds holding: 1,723 → 1,690 (-33)
12% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$239M |
| 2 |
PFG Advisors
Phoenix,
Arizona
|
+$92.3M |
| 3 |
Morgan Stanley
New York
|
+$68.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$59.2M |
| 5 |
Aspiriant LLC
Los Angeles,
California
|
+$47.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brio Consultants
San Francisco,
California
|
-$36.4M |
| 2 |
Power Corp of Canada
Montreal, Quebec,
Canada
|
-$35.9M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$25.7M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$23.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$18.4M |
VIG Hedge Fund Activity: Q2 2022 in Review
1,690 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2022, worth a combined $26B — down 9.4% from $28.7B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of VIG and 84 opened new positions — a net loss of 11 holders — while 581 trimmed existing stakes and 716 added.
The largest buyer was Bank of America, adding an estimated $239M. The largest seller was Brio Consultants, cutting an estimated $36.4M.
- 1,690 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2022, down from 1,723 in Q1 2022.
- Funds reported $26B of Vanguard Dividend Appreciation ETF stock for Q2 2022, down 9.4% quarter-over-quarter.
- 84 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2022 and 95 closed out, a net change of -11 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q2 2022 was Bank of America, an estimated $239M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q2 2022 was Brio Consultants, an estimated $36.4M sold.
Based on aggregated 13F filings for Q2 2022.