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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
PWP
51
Perfromance Wealth Partners
Illinois
$77.2M -$160K -989 -0.2%
MML Investors Services
52
MML Investors Services
Massachusetts
$72.8M -$5.24M -32,464 -7%
SF
53
Synovus Financial
Georgia
$70.5M -$71K -440 -0.1%
PPA
54
Parametric Portfolio Associates
Washington
$67.9M -$2.95M -18,267 -4%
VWM
55
Venturi Wealth Management
Texas
$66.1M +$2.38M +14,777 +4%
TPCW
56
TD Private Client Wealth
New York
$64.5M +$5.1M +31,599 +9%
RWP
57
RWA Wealth Partners
Massachusetts
$63.7M -$18.4M -114,107 -22%
PCMC
58
Paragon Capital Management (Colorado)
Colorado
$63.5M -$348K -2,158 -0.5%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$59.5M -$725K -4,492 -1%
Franklin Resources
60
Franklin Resources
California
$58.8M -$12.7M -78,572 -18%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$58.8M +$1.54M +9,541 +3%
3F
62
360 Financial
Minnesota
$57.7M +$2.34M +14,478 +4%
SAI
63
Systematic Alpha Investments
New Jersey
$57.2M
HSWM
64
Hubbell Strickland Wealth Management
Louisiana
$56.6M -$283K -1,755 -0.5%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$56.4M +$10.3M +63,601 +22%
AAS
66
Annex Advisory Services
Wisconsin
$55.2M +$130K +804 +0.2%
BC
67
Brio Consultants
California
$55M +$6.09M +37,750 +13%
AWS
68
Atria Wealth Solutions
New York
$52.6M +$52.4M +324,573 New
VM
69
VPR Management
Texas
$51.6M -$500K -3,100 -0.9%
MCM
70
MAI Capital Management
Ohio
$51.4M +$1.45M +8,976 +3%
DC
71
Davenport & Co
Virginia
$50.9M +$4.78M +29,640 +10%
BWM
72
BT Wealth Management
Georgia
$50.5M +$1.84M +11,415 +4%
DWM
73
Doyle Wealth Management
Florida
$50.4M +$4.09M +25,347 +9%
KAS
74
Kestra Advisory Services
Texas
$50.4M -$4.87M -30,193 -9%
NHC
75
Nicholas Hoffman & Company
Georgia
$48.3M +$11.4M +70,798 +31%

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.