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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
RWM
701
Ritholtz Wealth Management
New York
$2.15M -$7.74K -48 -0.4%
9WM
702
9258 Wealth Management
Ohio
$2.14M +$161 +1 +0%
LP
703
LGL Partners
Pennsylvania
$2.14M +$9.2K +57 +0.4%
RRA
704
Round Rock Advisors
Connecticut
$2.14M -$189K -1,172 -8%
FT
705
Fiduciary Trust
Massachusetts
$2.12M -$104K -644 -5%
WP
706
WealthSource Partners
California
$2.11M -$166K -1,029 -7%
BWM
707
Bulltick Wealth Management
Florida
$2.11M +$599K +3,710 +40%
WOSD
708
WFA of San Diego
California
$2.1M -$28.7K -178 -1%
MC
709
Miramar Capital
Illinois
$2.1M +$474K +2,937 +29%
BB
710
Busey Bank
Illinois
$2.1M +$115K +710 +6%
ACA
711
Atlas Capital Advisors
Wyoming
$2.09M +$145K +900 +7%
JAG
712
Journey Advisory Group
Kentucky
$2.08M +$1.75M +10,872 +554%
LA
713
LexAurum Advisors
Kansas
$2.08M -$6.13K -38 -0.3%
APW
714
Austin Private Wealth
Texas
$2.08M -$4.2K -26 -0.2%
PB
715
Pinnacle Bancorp
Nebraska
$2.08M +$92.3K +572 +5%
VCA
716
Verdence Capital Advisors
Maryland
$2.06M +$17.4K +108 +0.9%
CT
717
Caldwell Trust
Florida
$2.06M +$16.9K +105 +0.8%
SA
718
SRH Advisors
Kansas
$2.05M +$161 +1 +0%
SFG
719
Sunburst Financial Group
Alabama
$2.04M -$29.5K -183 -1%
MGIA
720
Matthew Goff Investment Advisor
Texas
$2.02M -$112M -694,920 -98%
SPA
721
Sentinel Pension Advisors
Massachusetts
$2M -$189K -1,174 -9%
MA
722
MKT Advisors
California
$2M +$2.14M +13,291 New
HIA
723
Harbor Investment Advisory
Maryland
$1.99M +$99.2K +615 +5%
MAA
724
Mraz Amerine & Associates
California
$1.99M -$129K -802 -6%
GC
725
Grimes & Company
Massachusetts
$1.98M +$2.42K +15 +0.1%

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.