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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
SFS
626
Strategic Financial Services
New York
$2.75M -$181K -1,119 -6%
MSA
627
Marino Stram & Associates
Massachusetts
$2.75M +$110K +684 +4%
NAS
628
Nicolet Advisory Services
Wisconsin
$2.74M -$56.8K -352 -2%
JWM
629
JGP Wealth Management
Oregon
$2.74M +$244K +1,512 +10%
COCM
630
Charter Oak Capital Management
New Hampshire
$2.74M +$72.1K +447 +3%
HGERS
631
Householder Group Estate & Retirement Specialist
Arizona
$2.72M -$375K -2,325 -12%
SW
632
StrongBox Wealth
Missouri
$2.72M -$184K -1,139 -6%
SIS
633
SVB Investment Services
Utah
$2.72M +$1.88M +11,645 +227%
KOMWMG
634
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.69M +$445K +2,761 +20%
B
635
Brightworth
Georgia
$2.67M +$62.6K +388 +2%
Cerity Partners
636
Cerity Partners
New York
$2.66M +$2.42M +14,970 +146%
PBF
637
Petix & Botte Financial
California
$2.65M +$1.32M +8,175 +100%
CIC
638
Cutler Investment Counsel
Oregon
$2.65M +$20.8K +129 +0.8%
LFP
639
Leeward Financial Partners
Washington
$2.64M
PWMG
640
Pinnacle Wealth Management Group
Michigan
$2.61M -$1.23M -7,622 -32%
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$2.61M
ODIJL
642
One Day In July LLC
Vermont
$2.61M +$539K +3,341 +26%
FSA
643
Fort Sheridan Advisors
Illinois
$2.6M +$281K +1,739 +12%
BCMLT
644
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.6M +$2.59M +16,056 New
SIC
645
Salem Investment Counselors
North Carolina
$2.6M -$147K -912 -5%
JFG
646
JMG Financial Group
Illinois
$2.6M +$108K +669 +4%
BAM
647
Belpointe Asset Management
Nevada
$2.59M -$210K -1,299 -8%
TFO
648
Tarbox Family Office
California
$2.59M +$89.9K +557 +4%
BJL
649
Brighton Jones LLC
Washington
$2.58M +$158K +979 +7%
WFA
650
Wellspring Financial Advisors
Ohio
$2.58M -$91.8K -569 -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.