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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
AO
476
Advisor OS
Illinois
$4.8M -$7.46M -46,248 -61%
PTC
477
Philadelphia Trust Company
Pennsylvania
$4.79M -$276K -1,710 -5%
SQA
478
Simon Quick Advisors
New Jersey
$4.78M -$93.9K -582 -2%
SW
479
SkyOak Wealth
Michigan
$4.76M +$261K +1,618 +6%
V
480
Veritable
Delaware
$4.73M +$56K +347 +1%
HT
481
Heritage Trust
Oklahoma
$4.71M -$61.6K -382 -1%
FA
482
Flagstar Advisors
New York
$4.67M +$332K +2,060 +8%
SCA
483
STALEY CAPITAL ADVISERS
Pennsylvania
$4.66M +$491K +3,041 +12%
SOS
484
Silver Oak Securities
Tennessee
$4.65M +$4.62M +28,605 New
HPC
485
HM Payson & Co
Maine
$4.64M -$21.8K -135 -0.5%
BFEC
486
Benjamin F. Edwards & Company
Missouri
$4.63M -$1.84M -11,389 -29%
CFGS
487
Concourse Financial Group Securities
Alabama
$4.59M -$1.09M -6,750 -19%
HWMA
488
Heritage Wealth Management (Arizona)
Arizona
$4.52M +$4.5M +27,898 New
FAP
489
Financial Advisory Partners
Florida
$4.52M +$524K +3,245 +13%
SMG
490
Spectrum Management Group
Indiana
$4.51M +$1.52M +9,405 +51%
TCOV
491
Trust Company of Vermont
Vermont
$4.48M +$6.45K +40 +0.1%
AI
492
Atria Investments
North Carolina
$4.48M +$98.7K +612 +2%
FWIA
493
Fort Washington Investment Advisors
Ohio
$4.46M -$1.39M -8,615 -24%
OIA
494
OneDigital Investment Advisors
Kansas
$4.45M +$36.6K +227 +0.8%
IFO
495
Independent Family Office
New York
$4.42M +$330K +2,046 +9%
HWM
496
Heirloom Wealth Management
Colorado
$4.42M +$4.73M +29,339 New
OPW
497
Oxler Private Wealth
New York
$4.41M +$89.1K +552 +2%
DE
498
Day & Ennis
Georgia
$4.4M -$68.9K -427 -2%
HC
499
Henshaw Capital
Massachusetts
$4.38M
Bessemer Group
500
Bessemer Group
New Jersey
$4.36M +$225K +1,396 +5%

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.