Vanguard Dividend Appreciation ETF
VIG
1,795 hedge funds and large institutions have $28.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 689 increasing their positions, 597 reducing their positions, and 54 closing their positions.
352% more first-time investments, than exits
New positions opened: 244 | Existing positions closed: 54
248% more call options, than puts
Call options by funds: $210M | Put options by funds: $60.5M
18% more capital invested
Capital invested by funds: $24.4B → $28.8B (+$4.37B)
15% more repeat investments, than reductions
Existing positions increased: 689 | Existing positions reduced: 597
14% more funds holding in top 10
Funds holding in top 10: 235 → 268 (+33)
9% more funds holding
Funds holding: 1,645 → 1,795 (+150)
1.29% more ownership
Funds ownership: 43.01% → 44.3% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$545M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$207M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$97.8M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$74.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$71.3M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$69.6M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$52.9M |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$52.4M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$41.1M |
VIG Hedge Fund Activity: Q4 2022 in Review
1,795 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2022, worth a combined $28.8B — up 18% from $24.4B a quarter earlier.
Buyers outnumbered sellers: 244 funds opened new VIG positions and 54 closed out — a net gain of 190 holders — while 689 added to existing stakes and 597 trimmed.
The largest buyer was Bank of America, adding an estimated $545M. The largest seller was Wealthfront Advisers, cutting an estimated $71.3M.
- 1,795 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2022, up from 1,645 in Q3 2022.
- Funds reported $28.8B of Vanguard Dividend Appreciation ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 244 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2022 and 54 closed out, a net change of +190 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q4 2022 was Bank of America, an estimated $545M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q4 2022 was Wealthfront Advisers, an estimated $71.3M sold.
Based on aggregated 13F filings for Q4 2022.