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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
VCM
801
Versant Capital Management
Arizona
$1.56M -$28.6K -177 -2%
RIA
802
RPG Investment Advisory
California
$1.56M +$74.5K +462 +5%
SC
803
Sepio Capital
Utah
$1.54M +$4.84K +30 +0.3%
CWA
804
CJM Wealth Advisers
Virginia
$1.53M
MWM
805
Moulton Wealth Management
Washington
$1.53M -$3.34M -20,719 -69%
AIP
806
Ahrens Investment Partners
Louisiana
$1.53M -$3.39K -21 -0.2%
CFD
807
Creative Financial Designs
Indiana
$1.52M +$313K +1,940 +26%
EBSAM
808
Eubel Brady & Suttman Asset Management
Ohio
$1.52M +$7.26K +45 +0.5%
NCM
809
New Capital Management
Texas
$1.51M
NCM
810
Novare Capital Management
North Carolina
$1.5M +$237K +1,468 +19%
ECG
811
EPIQ Capital Group
California
$1.49M +$3.71K +23 +0.3%
DWT
812
Dorsey & Whitney Trust
South Dakota
$1.49M -$718K -4,452 -33%
Vontobel Holding
813
Vontobel Holding
Switzerland
$1.49M +$242K +1,499 +20%
M
814
MOTCO
Texas
$1.49M -$2.74K -17 -0.2%
VFA
815
Valeo Financial Advisors
Indiana
$1.49M +$38.6K +239 +3%
GWCM
816
Godshalk Welsh Capital Management
Pennsylvania
$1.48M -$70.2K -435 -5%
SBH
817
Segall Bryant & Hamill
Illinois
$1.48M +$1.47M +9,132 New
MA
818
MONECO Advisors
Connecticut
$1.47M -$93.9K -582 -6%
GP
819
Greenline Partners
New York
$1.46M
MTWM
820
Masso Torrence Wealth Management
New Jersey
$1.45M -$50.7K -314 -3%
DC
821
Darrow Company
Massachusetts
$1.42M -$19.5K -121 -1%
MWM
822
Mission Wealth Management
California
$1.42M -$127K -788 -8%
LWCFA
823
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.42M -$110K -683 -7%
TA
824
TFG Advisers
Michigan
$1.42M -$13.9K -86 -1%
NRA
825
NSI Retail Advisors
Pennsylvania
$1.42M

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.