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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
CP
851
Cumberland Partners
Ontario, Canada
$1.31M
CNB
852
Camden National Bank
Maine
$1.31M -$82.6K -512 -6%
NA
853
Nottingham Advisors
New York
$1.31M +$52.9K +328 +4%
WWM
854
Windsor Wealth Management
Indiana
$1.3M -$103K -641 -7%
ESB
855
Essex Savings Bank
Connecticut
$1.3M +$121K +750 +10%
OWM
856
OneAscent Wealth Management
Alabama
$1.3M +$1.29M +8,023 New
WBCM
857
Wilson & Boucher Capital Management
California
$1.3M +$6.62K +41 +0.5%
ACM
858
AUA Capital Management
Pennsylvania
$1.3M +$180K +1,114 +16%
CMBA
859
C.M. Bidwell & Associates
Hawaii
$1.29M -$189K -1,172 -13%
HFS
860
HBC Financial Services
Washington
$1.28M
CWMGP
861
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.28M +$13.6K +84 +1%
MSFP
862
Mark Sheptoff Financial Planning
Connecticut
$1.27M +$52.4K +325 +4%
CB
863
Community Bank
New York
$1.27M -$7.42K -46 -0.6%
SBL
864
Sargent Bickham Lagudis
Colorado
$1.26M -$3.98M -24,675 -76%
NF
865
Norwood Financial
Pennsylvania
$1.26M -$172K -1,068 -12%
HAIM
866
Hunter Associates Investment Management
Pennsylvania
$1.25M +$39.4K +244 +3%
HGWM
867
Horst & Graben Wealth Management
Oregon
$1.24M -$34.7K -215 -3%
PFP
868
Paragon Financial Partners
California
$1.24M +$119K +738 +11%
MLFP
869
MPS Loria Financial Planners
Illinois
$1.23M +$1.77K +11 +0.1%
ASBI
870
American State Bank (Iowa)
Iowa
$1.23M
HWM
871
Horizon Wealth Management
Illinois
$1.23M +$6.13K +38 +0.5%
SWP
872
Summit Wealth Partners
Florida
$1.23M +$645 +4 +0.1%
GDP
873
Great Diamond Partners
Maine
$1.21M -$24.5K -152 -2%
AIA
874
Alera Investment Advisors
Illinois
$1.21M
TW
875
Towerpoint Wealth
California
$1.21M +$4.84K +30 +0.4%

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.