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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
ARC
826
Advisor Resource Council
Texas
$1.41M -$18.9M -117,391 -93%
KTA
827
Keeley-Teton Advisors
Illinois
$1.41M
SAM
828
Smithbridge Asset Management
Pennsylvania
$1.41M
Betterment LLC
829
Betterment LLC
New York
$1.4M +$252K +1,563 +22%
AFG
830
Albion Financial Group
Utah
$1.38M -$1.79M -11,069 -57%
BFO
831
Biltmore Family Office
North Carolina
$1.38M
WS
832
Wedbush Securities
California
$1.38M +$90.2K +559 +7%
BFIM
833
Beese Fulmer Investment Management
Ohio
$1.37M +$34K +211 +3%
MPW
834
Monterey Private Wealth
California
$1.37M +$18.2K +113 +1%
AAM
835
Autus Asset Management
Arizona
$1.37M -$60K -372 -4%
AWM
836
Apollon Wealth Management
South Carolina
$1.37M +$67.8K +420 +5%
TPWA
837
TRUE Private Wealth Advisors
Oregon
$1.36M +$97K +601 +7%
First Manhattan
838
First Manhattan
New York
$1.36M -$140K -866 -9%
AWM
839
Accel Wealth Management
Iowa
$1.36M +$88.1K +546 +7%
KLI
840
Kelman-Lazarov Inc
Tennessee
$1.36M -$52.3K -324 -4%
MGIA
841
Moneta Group Investment Advisors
Missouri
$1.36M +$1.13K +7 +0.1%
VCM
842
Vivaldi Capital Management
Illinois
$1.35M -$214K -1,329 -13%
PPW
843
Pinnacle Private Wealth
Massachusetts
$1.34M +$63.7K +395 +5%
AIA
844
AIMZ Investment Advisors
California
$1.34M -$161K -1,000 -11%
BCM
845
Bienville Capital Management
New York
$1.33M +$566K +3,506 +75%
SB
846
Simmons Bank
Arkansas
$1.33M -$48.4K -300 -4%
RF
847
Resolute Financial
Massachusetts
$1.33M +$8.07K +50 +0.6%
NRW
848
Nova R Wealth
Kansas
$1.33M +$231K +1,432 +21%
SWP
849
Strategic Wealth Partners
Ohio
$1.32M -$77.3K -479 -6%
KF
850
Krilogy Financial
Missouri
$1.32M +$113K +699 +9%

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.