We are live on ! Find out more
VIG icon

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
SAMT
351
Select Asset Management & Trust
Pennsylvania
$7.44M -$2.12M -13,154 -22%
BWM
352
Benchmark Wealth Management
Connecticut
$7.41M +$129K +798 +2%
DCM
353
Donaldson Capital Management
Indiana
$7.33M -$104K -645 -1%
PCIA
354
Prime Capital Investment Advisors
Kansas
$7.33M -$381K -2,360 -5%
CIA
355
Capital Investment Advisors
Georgia
$7.29M +$285K +1,769 +4%
SWM
356
Spire Wealth Management
Virginia
$7.29M -$402K -2,489 -5%
OSAM
357
O'Shaughnessy Asset Management
Connecticut
$7.28M +$213K +1,320 +3%
AWP
358
Accretive Wealth Partners
New Jersey
$7.26M +$259K +1,604 +4%
FBB
359
Fulton Breakefield Broenniman
Maryland
$7.22M -$52K -322 -0.7%
NPI
360
New Perspectives Inc
Mississippi
$7.21M -$7.1K -44 -0.1%
CFO
361
Colony Family Offices
North Carolina
$7.19M +$2.14M +13,272 +43%
Citadel Advisors
362
Citadel Advisors
Florida
$7.18M +$3.86M +23,896 +117%
WA1
363
Wimmer Associates 1
California
$7.17M +$331K +2,052 +5%
AIC
364
Archer Investment Corporation
Indiana
$7.16M -$19.2K -119 -0.3%
NSIM
365
North Star Investment Management
Illinois
$7.15M +$219K +1,355 +3%
FP
366
Financial Perspectives
Minnesota
$7.14M +$206K +1,277 +3%
CIA
367
Compass Ion Advisors
Pennsylvania
$7.08M +$2.4M +14,893 +52%
DWM
368
Defined Wealth Management
Oregon
$7.07M +$584K +3,618 +9%
BFO
369
Boston Family Office
Massachusetts
$7.05M -$319K -1,975 -4%
APP
370
Avantax Planning Partners
Iowa
$7.05M -$5.79M -35,899 -45%
BFM
371
Boston Financial Management
Massachusetts
$7.01M +$3.12M +19,346 +81%
Koshinski Asset Management
372
Koshinski Asset Management
Illinois
$6.98M -$686K -4,252 -9%
LB
373
Leo Brokerage
Texas
$6.92M +$6.88M +42,663 New
PP
374
Palladium Partners
Virginia
$6.89M -$118K -730 -2%
KL
375
KWMG LLC
Kansas
$6.79M -$2.26K -14 -0%

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.