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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
GWM
551
Geneos Wealth Management
Colorado
$3.62M -$11.5M -71,107 -76%
FWM
552
Fairhaven Wealth Management
Illinois
$3.59M +$31.1K +193 +0.9%
MW
553
Marcum Wealth
Ohio
$3.57M +$645 +4 +0%
CSB
554
City State Bank
Iowa
$3.56M +$957K +5,929 +37%
MHS
555
M Holdings Securities
Oregon
$3.56M +$3.55M +21,976 New
HC
556
Hoese & Co
Minnesota
$3.55M +$700K +4,340 +25%
TVWM
557
Tower View Wealth Management
Wisconsin
$3.54M +$227K +1,407 +7%
BOH
558
Bank of Hawaii
Hawaii
$3.53M
GHA
559
GW Henssler & Associates
Georgia
$3.52M +$123K +760 +4%
PA
560
Pinnacle Associates
New York
$3.48M +$160K +990 +5%
FHA
561
First Horizon Advisors
Tennessee
$3.47M -$1.1M -6,803 -24%
AFM
562
Abbot Financial Management
Massachusetts
$3.45M +$95.2K +590 +3%
PCA
563
Personal Capital Advisors
California
$3.44M -$389K -2,412 -10%
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$3.41M +$44.5K +276 +1%
CF
565
Centaurus Financial
California
$3.41M -$1.33M -8,245 -28%
WSFS
566
Wilmington Savings Fund Society
Delaware
$3.41M -$223K -1,385 -6%
CA
567
CSM Advisors
Pennsylvania
$3.39M +$1.97M +12,200 +140%
MFW
568
Meristem Family Wealth
Minnesota
$3.39M -$792K -4,912 -19%
GCL
569
Gouws Capital LLC
North Carolina
$3.37M -$498K -3,085 -13%
BWM
570
Baystate Wealth Management
Massachusetts
$3.37M -$114K -707 -3%
FNBOMD
571
First National Bank of Mount Dora
Florida
$3.37M +$29.2K +181 +0.9%
TF
572
Theory Financial
Colorado
$3.35M -$118K -733 -3%
IWM
573
IHT Wealth Management
Illinois
$3.33M +$86.6K +537 +3%
IWC
574
Integrated Wealth Concepts
Massachusetts
$3.32M +$6.29K +39 +0.2%
CB
575
Commerce Bank
Missouri
$3.32M +$114K +707 +4%

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.