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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
GSWM
676
Golden State Wealth Management
California
$2.35M +$682K +4,225 +41%
LWMNY
677
Landmark Wealth Management (New York)
New York
$2.34M +$2.22M +13,772 +92%
PWM
678
Perigon Wealth Management
California
$2.34M -$90.5K -561 -4%
CCP
679
Corient Capital Partners
California
$2.34M +$187K +1,162 +9%
RGC
680
Roberts, Glore & Co
Illinois
$2.33M -$32.3K -200 -1%
TCMP
681
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.33M +$329K +2,038 +17%
E
682
Ergoteles
New York
$2.32M +$2.31M +14,299 New
AF
683
Affiance Financial
Minnesota
$2.31M -$46.1K -286 -2%
LIA
684
LBMC Investment Advisors
Tennessee
$2.3M +$807 +5 +0%
PCA
685
Permit Capital Advisors
Pennsylvania
$2.3M +$2.27M +14,049 New
SWA
686
Sax Wealth Advisors
New Jersey
$2.27M -$95K -589 -4%
ZF
687
Zhang Financial
Michigan
$2.26M +$163K +1,010 +8%
MA
688
MUFG Americas
New York
$2.26M +$74.7K +463 +3%
CFA
689
CWS Financial Advisors
Michigan
$2.25M +$345K +2,136 +18%
CHA
690
Carmichael Hill & Associates
Maryland
$2.24M +$41.8K +259 +2%
CAN
691
Claraphi Advisory Network
United States
$2.22M -$361K -2,239 -14%
VHAM
692
Van Hulzen Asset Management
California
$2.21M -$193K -1,196 -8%
AIP
693
Almanack Investment Partners
Pennsylvania
$2.21M -$153K -946 -6%
VR
694
Viridian RIA
Washington
$2.2M -$2.19M -13,559 Closed
AWM
695
Avior Wealth Management
Nebraska
$2.19M -$102K -634 -4%
LWAC
696
Laurel Wealth Advisors (California)
California
$2.18M -$712K -4,415 -25%
CA
697
CGN Advisors
Kansas
$2.17M +$258K +1,601 +14%
SSB
698
Sandy Spring Bank
Maryland
$2.16M +$832K +5,157 +63%
TWM
699
Tradition Wealth Management
Minnesota
$2.16M -$31.6K -196 -1%
SAM
700
Secure Asset Management
Michigan
$2.15M -$309K -1,913 -13%

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.