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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
GM
301
GeoWealth Management
Illinois
$9.22M -$23.1M -143,486 -72%
SWA
302
Stratos Wealth Advisors
Ohio
$9.14M +$563K +3,488 +7%
PWM
303
Peterson Wealth Management
Nevada
$9.1M +$2.34M +14,519 +35%
WA
304
Wealth Advisors
California
$8.99M +$182K +1,131 +2%
HNWAG
305
High Net Worth Advisory Group
Florida
$8.98M +$60.7K +376 +0.7%
CA
306
Cornerstone Advisory
Maryland
$8.96M +$86.2K +534 +1%
PA
307
Parallel Advisors
California
$8.95M -$228K -1,415 -3%
GJIC
308
Gamble Jones Investment Counsel
California
$8.94M +$195K +1,207 +2%
LNB
309
Ledyard National Bank
$8.87M -$901K -5,585 -9%
MWP
310
MYCIO Wealth Partners
Pennsylvania
$8.85M +$1.09M +6,758 +14%
SFS
311
Security Financial Services
Indiana
$8.84M -$190K -1,177 -2%
KTC
312
Kistler-Tiffany Companies
Pennsylvania
$8.83M +$235K +1,458 +3%
JWCA
313
J.W. Cole Advisors
Florida
$8.74M +$812K +5,032 +10%
AWA
314
Amplius Wealth Advisors
Pennsylvania
$8.72M -$176K -1,092 -2%
SFM
315
Signet Financial Management
New Jersey
$8.71M -$369K -2,286 -4%
OAJ
316
Ogorek Anthony Joseph
New York
$8.7M -$4.57M -28,344 -35%
WPWM
317
Windward Private Wealth Management
Kansas
$8.69M -$815K -5,050 -9%
FFC
318
Fure Financial Corporation
Minnesota
$8.62M +$1.78M +11,030 +26%
MOS
319
MGO One Seven
Ohio
$8.62M +$1.16M +7,213 +16%
OC
320
Oppenheimer & Co
New York
$8.58M +$459K +2,847 +6%
DBRC
321
D.B. Root & Company
Pennsylvania
$8.55M +$1.02M +6,353 +14%
OHIS
322
Oak Harvest Investment Services
Texas
$8.5M +$366K +2,268 +5%
WIC
323
Woodmont Investment Counsel
Tennessee
$8.41M -$74.9K -464 -0.9%
WLIM
324
White Lighthouse Investment Management
Massachusetts
$8.23M -$10.3K -64 -0.1%
KL
325
KilterHowling LLC
Colorado
$8.15M -$656K -4,064 -7%

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.