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Vanguard Dividend Appreciation ETF

1,720 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 750 increasing their positions, 579 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 82

30% more repeat investments, than reductions

Existing positions increased: 750 | Existing positions reduced: 579

0% more funds holding

Funds holding: 1,7191,720 (+1)

0.86% less ownership

Funds ownership: 44.06%43.2% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 242234 (-8)

6% less capital invested

Capital invested by funds: $30.3B → $28.6B (-$1.69B)

34% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $149M

Holders
1,720
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
27.13%
Holding in Top 10
234
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.31%
% of All Funds
3.69%
New
108
Increased
750
Reduced
579
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
251
Two Sigma Advisers
New York
$12.4M -$91.2M -565,500 -88%
HH
252
Hilltop Holdings
Texas
$12.3M +$5.45M +33,808 +80%
BFAG
253
Blackston Financial Advisory Group
Florida
$12.1M -$84.4K -523 -0.7%
SIAG
254
Safeguard Investment Advisory Group
California
$12.1M +$829K +5,140 +7%
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$12.1M -$318K -1,968 -3%
CWAG
256
Compton Wealth Advisory Group
Virginia
$11.9M +$192K +1,187 +2%
OPCM
257
Osborne Partners Capital Management
California
$11.9M -$492K -3,051 -4%
Jane Street
258
Jane Street
New York
$11.8M +$9.16M +56,751 +354%
PCMN
259
Paradigm Capital Management (Nevada)
Nevada
$11.8M -$28.4K -176 -0.2%
PWW
260
Pettyjohn Wood & White
Virginia
$11.6M -$332K -2,055 -3%
CWA
261
Clarity Wealth Advisors
California
$11.6M +$571K +3,541 +5%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$11.6M -$22.1M -136,934 -66%
IWP
263
IAG Wealth Partners
Wisconsin
$11.5M +$204K +1,262 +2%
UCFA
264
United Capital Financial Advisors
Texas
$11.4M -$271K -1,677 -2%
CCB
265
Country Club Bank
Missouri
$11.2M +$11M +68,409 New
RIA
266
Regal Investment Advisors
Michigan
$11.1M +$379K +2,350 +4%
FC
267
Family CFO
California
$11.1M -$258K -1,600 -2%
MWA
268
Motive Wealth Advisors
Michigan
$11M +$113K +703 +1%
WFA
269
West Financial Advisors
Iowa
$11M -$7.34M -45,496 -40%
MWA
270
Meridian Wealth Advisors
Texas
$10.9M +$1.06M +6,571 +11%
National Bank of Canada
271
National Bank of Canada
Quebec, Canada
$10.9M +$380K +2,355 +4%
SWM
272
Segment Wealth Management
Texas
$10.8M +$70.2K +435 +0.7%
CFA
273
Capstone Financial Advisors
Illinois
$10.8M -$1.42M -8,799 -12%
AP
274
Advisors Preferred
Maryland
$10.7M -$173K -1,070 -2%
RIL
275
Rothschild Investment LLC
Illinois
$10.6M +$337K +2,089 +3%

VIG Hedge Fund Activity: Q1 2022 in Review

1,720 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2022, worth a combined $28.6B — down 5.6% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new VIG positions and 82 closed out — a net gain of 26 holders — while 750 added to existing stakes and 579 trimmed.

The largest buyer was Wells Fargo, adding an estimated $364M. The largest seller was Bank of America, cutting an estimated $518M.

  • 1,720 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2022, up from 1,719 in Q4 2021.
  • Funds reported $28.6B of Vanguard Dividend Appreciation ETF stock for Q1 2022, down 5.6% quarter-over-quarter.
  • 108 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2022 and 82 closed out, a net change of +26 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2022 was Wells Fargo, an estimated $364M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2022 was Bank of America, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2022.