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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
WFA
526
Wade Financial Advisory
California
$3.97M +$534K +3,309 +16%
IFG
527
Independent Financial Group
California
$3.95M +$35.2K +218 +0.9%
SCI
528
S&CO Inc
Massachusetts
$3.94M +$7.26K +45 +0.2%
JIC
529
Johnson Investment Counsel
Ohio
$3.94M +$502K +3,114 +15%
BEC
530
Blue Edge Capital
Virginia
$3.93M -$5.39M -33,437 -58%
KWM
531
Kaydan Wealth Management
Michigan
$3.89M -$57K -353 -1%
WAL
532
W Advisors LLC
Tennessee
$3.89M +$122K +755 +3%
MCM
533
Manchester Capital Management
Vermont
$3.88M +$761K +4,718 +25%
CIA
534
Choate Investment Advisors
Massachusetts
$3.88M +$807 +5 +0%
FGG
535
Financial Guidance Group
Florida
$3.86M +$3.84M +23,795 New
MFA
536
Mayflower Financial Advisors
Massachusetts
$3.85M +$685K +4,245 +22%
DJSG
537
D.J. St. Germain
Massachusetts
$3.82M +$119K +737 +3%
BC
538
Bartlett & Co
Ohio
$3.79M +$87.6K +543 +2%
BCWM
539
Bartlett & Co Wealth Management
Ohio
$3.79M +$87.6K +543 +2%
PFG
540
Pinnacle Financial Group
Illinois
$3.79M -$143K -888 -4%
FMN
541
Financial Management Network
California
$3.79M +$20.8K +129 +0.6%
C1AG
542
Client 1st Advisory Group
Florida
$3.78M +$645 +4 +0%
SWA
543
Strategies Wealth Advisors
Michigan
$3.76M +$347K +2,152 +10%
LCM
544
Lewis Capital Management
California
$3.75M +$97.8K +606 +3%
LHEI
545
Leo H. Evart Inc
California
$3.75M +$16.1K +100 +0.4%
AIFAIM
546
American Institute for Advanced Investment Management
Arizona
$3.74M -$137K -848 -4%
LCS
547
Levin Capital Strategies
New York
$3.73M
FFS
548
Founders Financial Securities
Maryland
$3.73M -$691K -4,282 -16%
IFS
549
Intelligent Financial Strategies
Minnesota
$3.73M +$2.9K +18 +0.1%
JPG
550
Jordan Park Group
California
$3.71M

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.