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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
RFC
601
Regions Financial Corp
Alabama
$2.98M -$212K -1,313 -7%
PFS
602
Prospera Financial Services
Texas
$2.98M -$102K -634 -3%
PAMG
603
Patton Albertson Miller Group
Tennessee
$2.95M -$81.8K -507 -3%
CNBTD
604
Citizens National Bank Trust Department
Mississippi
$2.94M +$92.3K +572 +3%
LSPW
605
Lake Street Private Wealth
Illinois
$2.93M -$12.4K -77 -0.4%
FCB
606
First Command Bank
Texas
$2.9M -$860K -5,329 -23%
FCFS
607
First Command Financial Services
Texas
$2.9M -$467K -2,896 -14%
SCA
608
St. Clair Advisors
Ohio
$2.9M +$61.5K +381 +2%
NRI
609
NFP Retirement Inc
California
$2.89M +$799K +4,952 +38%
CT
610
Cambridge Trust
Massachusetts
$2.88M -$2.97M -18,417 -51%
TC
611
Trilogy Capital
California
$2.87M -$11.6K -72 -0.4%
ACP
612
Aviance Capital Partners
Florida
$2.83M +$294K +1,825 +12%
LW
613
Linscomb Wealth
Texas
$2.83M +$517K +3,204 +23%
MWM
614
Mascoma Wealth Management
New Hampshire
$2.82M +$366K +2,271 +15%
LRPA
615
L. Roy Papp & Associates
Arizona
$2.82M +$1.2M +7,428 +75%
BRWM
616
B. Riley Wealth Management
Tennessee
$2.82M +$92.8K +575 +3%
TFGT
617
TS Financial Group (TSFG)
Illinois
$2.81M -$21.1K -131 -0.7%
WJWM
618
Williams Jones Wealth Management
New York
$2.8M +$762K +4,725 +38%
OCG
619
Opus Capital Group
Ohio
$2.79M -$72K -446 -3%
CPIA
620
Cornell Pochily Investment Advisors
New York
$2.79M +$374K +2,320 +16%
SFG
621
Sovereign Financial Group
Connecticut
$2.78M -$591K -3,665 -18%
WFA
622
Wipfli Financial Advisors
Wisconsin
$2.78M +$1.97M +12,221 +250%
CSPIA
623
Cary Street Partners Investment Advisory
Virginia
$2.77M +$1.48M +9,174 +116%
SWPG
624
Strategic Wealth Partners Group
Illinois
$2.76M -$228K -1,416 -8%
AWM
625
Atticus Wealth Management
Florida
$2.76M +$69.9K +433 +3%

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.