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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
RBFC
501
Roman Butler Fullerton & Co
Missouri
$4.36M +$152K +944 +4%
RCA
502
Riverview Capital Advisers
Massachusetts
$4.36M +$6.29K +39 +0.1%
BA
503
Bridgewater Advisors
New York
$4.35M
AC
504
Avestar Capital
New York
$4.25M +$4.23M +26,240 New
CS
505
Comerica Securities
Michigan
$4.25M -$1.22M -7,582 -22%
GW
506
GW & Wade
Massachusetts
$4.24M +$25.8K +160 +0.6%
WPWM
507
Western Pacific Wealth Management
Illinois
$4.21M +$2.6M +16,135 +165%
MCM
508
Morton Capital Management
California
$4.2M +$17.4K +108 +0.4%
D
509
Dentgroup
Louisiana
$4.2M +$14.4K +89 +0.3%
SSWM
510
Sheets Smith Wealth Management
North Carolina
$4.19M +$157K +976 +4%
AWA
511
Acorn Wealth Advisors
Michigan
$4.17M -$21.1K -131 -0.5%
SC
512
Savant Capital
Illinois
$4.14M -$10.3K -64 -0.2%
HA
513
Hofer & Associates
California
$4.14M +$197K +1,224 +5%
HWMG
514
Hurlow Wealth Management Group
Indiana
$4.14M +$242K +1,497 +6%
KFGK
515
Keystone Financial Group (Kentucky)
Kentucky
$4.13M +$151K +938 +4%
CCM
516
Canal Capital Management
Virginia
$4.13M -$112K -692 -3%
FI
517
Financial Insights
Washington
$4.11M +$53.6K +332 +1%
JBA
518
Johnson Bixby & Associates
Washington
$4.1M +$10K +62 +0.2%
SWM
519
SeaCrest Wealth Management
New York
$4.09M -$165K -1,022 -4%
CCFM
520
Clear Creek Financial Management
Washington
$4.09M -$88.4K -548 -2%
CIM
521
Corda Investment Management
Texas
$4.05M +$181K +1,121 +5%
MCM
522
Maple Capital Management
Vermont
$4.02M
KPW
523
Kore Private Wealth
New York
$4M +$470K +2,911 +13%
WCM
524
WealthBridge Capital Management
Ohio
$3.99M -$243K -1,508 -6%
NWMG
525
National Wealth Management Group
Ohio
$3.98M -$293K -1,818 -7%

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.