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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
JPLA
651
Joseph P. Lucia & Associates
New York
$2.57M +$1.2M +7,425 +88%
WAG
652
Winthrop Advisory Group
Massachusetts
$2.56M +$95K +589 +4%
NEGWA
653
New England Guild Wealth Advisors
Connecticut
$2.54M +$161 +1 +0%
KIA
654
KCM Investment Advisors
California
$2.53M +$327K +2,025 +15%
AWM
655
Aevitas Wealth Management
Massachusetts
$2.53M -$33.6K -208 -1%
SSWM
656
Smith Salley Wealth Management
North Carolina
$2.52M +$33.4K +207 +1%
TFA
657
Tobias Financial Advisors
Florida
$2.52M -$1.34M -8,312 -35%
BCP
658
Blue Chip Partners
Michigan
$2.51M +$35.7K +221 +1%
KJWM
659
Kiley Juergens Wealth Management
Washington
$2.5M -$2.1K -13 -0.1%
GIA
660
Guyasuta Investment Advisors
Pennsylvania
$2.49M
RG
661
Retirement Group
California
$2.49M +$40K +248 +2%
NAMP
662
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.48M +$528K +3,275 +27%
SB
663
Strategic Blueprint
Georgia
$2.48M +$175K +1,085 +8%
Lido Advisors
664
Lido Advisors
California
$2.47M +$465K +2,881 +23%
FHC
665
First Heartland Consultants
Missouri
$2.42M -$659K -4,083 -21%
BA
666
Bristlecone Advisors
Washington
$2.41M -$39.4K -244 -2%
BFA
667
Beacon Financial Advisory
Ohio
$2.41M -$44.9K -278 -2%
USCWA
668
U.S. Capital Wealth Advisors
Texas
$2.41M +$91.2K +565 +4%
AAP
669
Arax Advisory Partners
Colorado
$2.4M +$101K +624 +4%
OLA
670
Oliver Luxxe Assets
New Jersey
$2.4M +$103K +641 +5%
AF
671
Advisornet Financial
Minnesota
$2.4M +$120K +745 +5%
SCG
672
Sonata Capital Group
Washington
$2.39M +$18.6K +115 +0.8%
SCM
673
Spreng Capital Management
Ohio
$2.38M -$234K -1,449 -9%
EAM
674
Evanson Asset Management
California
$2.37M -$17.6K -109 -0.7%
VBWMG
675
Von Berge Wealth Management Group
California
$2.36M +$6.13K +38 +0.3%

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.