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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
TCA
326
Transcend Capital Advisors
New Jersey
$8.14M +$263K +1,631 +3%
KCPG
327
Kavar Capital Partners Group
Kansas
$8.13M -$129K -797 -2%
IA
328
IFG Advisory
Georgia
$8.12M -$572K -3,547 -7%
HWA
329
HHM Wealth Advisors
Tennessee
$8.09M +$327K +2,025 +4%
CAL
330
Capital Analysts LLC
Pennsylvania
$8.06M +$886K +5,489 +12%
ABC
331
Associated Banc-Corp
Wisconsin
$8.02M +$461K +2,859 +6%
ARIS
332
Advanced Research Investment Solutions
California
$7.94M -$272K -1,688 -3%
1WA
333
180 Wealth Advisors
Washington
$7.88M -$3.06K -19 -0%
SMC
334
Smith, Moore & Co
Missouri
$7.87M +$638K +3,956 +9%
SWA
335
Safir Wealth Advisors
New Hampshire
$7.87M -$16.6K -103 -0.2%
WA
336
Win Advisors
Florida
$7.84M -$3.78M -23,414 -33%
WCG
337
Weaver Consulting Group
California
$7.83M +$30.3K +188 +0.4%
SFA
338
Souders Financial Advisors
Ohio
$7.82M +$378K +2,346 +5%
SC
339
SouthState Corp
Florida
$7.81M +$477K +2,955 +7%
CCG
340
Chatham Capital Group
Georgia
$7.79M -$6.45K -40 -0.1%
WT
341
Washington Trust
Rhode Island
$7.76M +$203K +1,257 +3%
CPWA
342
Cerro Pacific Wealth Advisors
California
$7.76M +$609K +3,776 +9%
JMFC
343
J.M. Forbes & Co
Massachusetts
$7.7M +$162K +1,005 +2%
WP
344
WealthShield Partners
North Carolina
$7.7M -$373K -2,309 -5%
SFP
345
Sandbox Financial Partners
Maryland
$7.66M -$161K -1,000 -2%
TGAM
346
TBH Global Asset Management
Tennessee
$7.64M +$96.3K +597 +1%
RCA
347
Reitz Capital Advisors
Michigan
$7.61M +$1.7M +10,523 +29%
Mirae Asset Global Investments
348
Mirae Asset Global Investments
South Korea
$7.58M +$307K +1,900 +4%
FAIM
349
Financial Advocates Investment Management
Washington
$7.53M -$366K -2,270 -5%
FPS
350
Fieldpoint Private Securities
Connecticut
$7.47M +$716K +4,438 +11%

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.