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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
CG
26
Colony Group
Massachusetts
$189M +$66.3M +410,814 +54%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$188M +$68.7K +426 +0%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$183M +$6.14M +38,068 +3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$176M +$1.91M +11,867 +1%
MWM
30
Modera Wealth Management
New Jersey
$153M +$7.89M +48,929 +5%
JIC
31
Joel Isaacson & Co
New York
$147M +$1.79M +11,122 +1%
Mariner
32
Mariner
Kansas
$137M +$31.6K +196 +0%
BMM
33
Berkshire Money Management
Massachusetts
$135M +$18.5M +114,359 +16%
Creative Planning
34
Creative Planning
Kansas
$134M +$57.1M +353,687 +75%
Stifel Financial
35
Stifel Financial
Missouri
$127M +$3.57M +22,106 +3%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$124M +$8.39M +52,001 +7%
AL
37
Aspiriant LLC
California
$120M +$5.25M +32,519 +5%
William Blair & Company
38
William Blair & Company
Illinois
$119M +$25.2M +155,922 +27%
LNC
39
Lincoln National Corp
Pennsylvania
$113M +$1.02M +6,339 +0.9%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$105M +$46.8M +290,099 +82%
TF
41
Trek Financial
Arizona
$102M +$6M +37,197 +6%
RA
42
Rational Advisors
New York
$94.3M -$7.67M -47,538 -8%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$87.7M +$3.04M +18,816 +4%
GT
44
Glenmede Trust
Pennsylvania
$87.5M +$773K +4,792 +0.9%
Goldman Sachs
45
Goldman Sachs
New York
$86.4M -$3.02M -18,716 -3%
PAG
46
Private Advisor Group
New Jersey
$85.4M +$1.04M +6,444 +1%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$84M +$8.07M +50,000 +11%
SFO
48
Stokes Family Office
Louisiana
$83.7M +$919K +5,696 +1%
NFC
49
Northeast Financial Consultants
Connecticut
$79.9M +$999K +6,192 +1%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$77.7M +$18M +111,512 +30%

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.