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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
VVP
276
Venture Visionary Partners
Ohio
$10.6M +$2.14M +13,251 +25%
CW
277
CreativeOne Wealth
Kansas
$10.5M +$847K +5,250 +9%
CA
278
Cetera Advisors
Colorado
$10.5M +$1.2M +7,429 +13%
CWM
279
Cornerstone Wealth Management
Missouri
$10.3M +$142K +882 +1%
EFS
280
Essex Financial Services
Connecticut
$10.2M +$3.24M +20,080 +47%
LIM
281
Leavell Investment Management
Alabama
$10.2M -$615K -3,811 -6%
ICMP
282
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.2M -$634K -3,927 -6%
BNP Paribas Financial Markets
283
BNP Paribas Financial Markets
France
$10.2M -$11.4M -70,753 -53%
IA
284
IFP Advisors
Florida
$10.1M +$9.15M +56,734 +138%
HSG
285
Helen Stephens Group
Texas
$9.88M -$577K -3,577 -6%
NIM
286
Northeast Investment Management
Massachusetts
$9.84M +$41.9K +260 +0.4%
SLWA
287
San Luis Wealth Advisors
California
$9.82M +$9.22M +57,178 New
WP
288
Wealthspan Partners
Iowa
$9.78M -$174K -1,079 -2%
DWP
289
Destiny Wealth Partners
Florida
$9.73M -$98.6K -611 -1%
SW
290
SVB Wealth
Massachusetts
$9.71M +$292K +1,812 +3%
MCM
291
Mendel Capital Management
Arkansas
$9.67M +$251K +1,558 +3%
FMWA
292
Forvis Mazars Wealth Advisors
Missouri
$9.57M -$47.9K -297 -0.5%
VWM
293
Vigilare Wealth Management
Arizona
$9.57M -$868K -5,380 -8%
KCA
294
Karn Couzens & Associates
Connecticut
$9.52M -$13.4K -83 -0.1%
TA
295
TruWealth Advisors
Louisiana
$9.5M -$682K -4,229 -7%
ACI
296
Alpha Cubed Investments
California
$9.43M -$1.09M -6,726 -10%
SCA
297
Stokes Capital Advisors
South Carolina
$9.42M +$1.59M +9,857 +20%
RCAG
298
Rehmann Capital Advisory Group
Michigan
$9.34M +$120K +746 +1%
MCC
299
Money Concepts Capital
Florida
$9.31M +$6.38M +39,572 +222%
SVWAG
300
Sound View Wealth Advisors Group
Georgia
$9.29M -$81.2K -503 -0.9%

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.