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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
HCMT
776
Highland Capital Management (Tennessee)
Tennessee
$1.7M -$326K -2,019 -16%
WFM
777
Wolff Financial Management
Michigan
$1.68M -$11.8K -73 -0.7%
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.67M -$597K -3,703 -26%
LNWWM
779
Laird Norton Wetherby Wealth Management
California
$1.67M +$6.78K +42 +0.4%
TCM
780
Tandem Capital Management
New Jersey
$1.67M +$92.9K +576 +6%
MF
781
Meridian Financial
Massachusetts
$1.67M +$16.9K +105 +1%
SFS
782
Sowell Financial Services
Arkansas
$1.66M -$1.2M -7,456 -41%
APW
783
Acima Private Wealth
Virginia
$1.66M
MAS
784
Madden Advisory Services
Florida
$1.65M -$13.7K -85 -0.8%
AWA
785
ARQ Wealth Advisors
Arizona
$1.65M +$16.1K +100 +1%
VFIC
786
Valley Forge Investment Consultants
Pennsylvania
$1.65M -$50.8K -315 -3%
CFCI
787
Comprehensive Financial Consultants Institutional
Indiana
$1.65M +$66.6K +413 +4%
KMWM
788
Keudell/Morrison Wealth Management
Oregon
$1.64M -$53.7K -333 -3%
BOPW
789
Brandywine Oak Private Wealth
Pennsylvania
$1.62M +$98.7K +612 +7%
IF
790
IRON Financial
Illinois
$1.62M +$6.45K +40 +0.4%
CCG
791
Cypress Capital Group
Florida
$1.62M +$101K +626 +7%
AA
792
Advisory Alpha
Michigan
$1.61M -$873K -5,410 -35%
LSA
793
Lansing Street Advisors
Pennsylvania
$1.6M +$1.59M +9,861 New
PCMF
794
Private Capital Management (Florida)
Florida
$1.6M +$1.59M +9,860 New
JGCM
795
Joseph Group Capital Management
Ohio
$1.6M -$3.39K -21 -0.2%
FNT
796
First National Trust
Pennsylvania
$1.59M -$9.84K -61 -0.6%
CHJWM
797
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.59M
HWIS
798
Hancock Whitney Investment Services
Louisiana
$1.58M -$192K -1,189 -11%
CCFCSB
799
Cape Cod Five Cents Savings Bank
Massachusetts
$1.57M +$76.8K +476 +5%
CFO
800
Collective Family Office
Pennsylvania
$1.57M +$226K +1,399 +17%

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.