Vanguard Dividend Appreciation ETF
VIG
2,025 hedge funds and large institutions have $32.9B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 791 increasing their positions, 683 reducing their positions, and 45 closing their positions.
513% more first-time investments, than exits
New positions opened: 276 | Existing positions closed: 45
102% more call options, than puts
Call options by funds: $135M | Put options by funds: $66.8M
16% more capital invested
Capital invested by funds: $28.3B → $32.9B (+$4.59B)
16% more repeat investments, than reductions
Existing positions increased: 791 | Existing positions reduced: 683
11% more funds holding
Funds holding: 1,827 → 2,025 (+198)
8% more funds holding in top 10
Funds holding in top 10: 239 → 259 (+20)
1.6% more ownership
Funds ownership: 42.75% → 44.35% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$553M |
| 2 |
JP Morgan Chase
New York
|
+$302M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$54.2M |
| 4 |
Morgan Stanley
New York
|
+$49.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$72M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$49.1M |
| 3 |
VU
Valence8 US
Cambridge,
Massachusetts
|
-$33.5M |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$31.9M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$19.7M |
VIG Hedge Fund Activity: Q4 2023 in Review
2,025 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2023, worth a combined $32.9B — up 16% from $28.3B a quarter earlier.
Buyers outnumbered sellers: 276 funds opened new VIG positions and 45 closed out — a net gain of 231 holders — while 791 added to existing stakes and 683 trimmed.
The largest buyer was Bank of America, adding an estimated $553M. The largest seller was Osaic Holdings, cutting an estimated $72M.
- 2,025 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2023, up from 1,827 in Q3 2023.
- Funds reported $32.9B of Vanguard Dividend Appreciation ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 276 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2023 and 45 closed out, a net change of +231 holders.
- The largest Vanguard Dividend Appreciation ETF buyer in Q4 2023 was Bank of America, an estimated $553M added.
- The largest Vanguard Dividend Appreciation ETF seller in Q4 2023 was Osaic Holdings, an estimated $72M sold.
Based on aggregated 13F filings for Q4 2023.