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
LGWM
376
Litman Gregory Wealth Management
California
$6.78M +$2.1K +13 +0%
MFS
377
McNamara Financial Services
Massachusetts
$6.75M -$143K -886 -2%
FFP
378
Forbes Financial Planning
Rhode Island
$6.75M -$163K -1,012 -2%
EWM
379
Evercore Wealth Management
New York
$6.73M -$4.03K -25 -0.1%
BWA
380
BDO Wealth Advisors
Florida
$6.71M +$1.79M +11,099 +37%
BIA
381
Bigelow Investment Advisors
Maine
$6.68M +$165K +1,020 +3%
MAM
382
Madison Asset Management
Wisconsin
$6.66M +$1.38M +8,560 +26%
PFA
383
Pathway Financial Advisors
Vermont
$6.65M +$25.3K +157 +0.4%
GVAG
384
Great Valley Advisor Group
Delaware
$6.54M +$19.8K +123 +0.3%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$6.53M -$1.46M -9,035 -18%
FANJ
386
Financial Architects (New Jersey)
New Jersey
$6.53M -$544K -3,373 -8%
WANY
387
Wealthspire Advisors (New York)
New York
$6.51M +$73.1K +453 +1%
FDCDDQ
388
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.43M +$70K +434 +1%
IIA
389
Integral Investment Advisors
California
$6.43M -$1.12M -6,937 -15%
SMG
390
Smart Money Group
Texas
$6.41M -$276K -1,708 -4%
FPCG
391
Forum Private Client Group
Indiana
$6.39M +$6.36M +39,437 New
EWMCB
392
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.35M +$394K +2,440 +7%
RWIA
393
Roger Wittlin Investment Advisory
California
$6.35M +$6.31M +39,135 New
MSFS
394
Main Street Financial Solutions
Pennsylvania
$6.33M +$485K +3,005 +8%
PWM
395
Prentice Wealth Management
New York
$6.31M +$109K +675 +2%
Natixis Advisors
396
Natixis Advisors
Massachusetts
$6.31M +$870K +5,393 +16%
CA
397
Cambridge Advisors
Nebraska
$6.3M -$16.1K -100 -0.3%
FCA
398
FLC Capital Advisors
California
$6.28M
RJT
399
Raymond James Trust
Florida
$6.27M +$617K +3,823 +11%
KA
400
Kovack Advisors
Florida
$6.25M -$158K -977 -2%

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.