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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
SHGA
876
Sand Hill Global Advisors
California
$1.2M +$807 +5 +0.1%
BA
877
Bluesphere Advisors
Pennsylvania
$1.2M +$3.87K +24 +0.3%
PCMM
878
Piedmont Capital Management (Montana)
Montana
$1.2M +$110K +680 +10%
ACM
879
Advisors Capital Management
New Jersey
$1.2M +$182K +1,126 +18%
MFA
880
Morling Financial Advisors
California
$1.2M -$7.74K -48 -0.6%
FB
881
First Bancorp
Maine
$1.19M -$30.2K -187 -2%
EHC
882
Everett Harris & Co
California
$1.19M -$19.4K -120 -2%
JWCA
883
J.W. Coons Advisors
Ohio
$1.19M +$84.7K +525 +8%
TC
884
TownSquare Capital
Utah
$1.19M +$739K +4,583 +166%
PCS
885
Personal CFO Solutions
New Jersey
$1.19M +$153K +949 +15%
IF
886
Intrua Financial
Texas
$1.19M +$228K +1,414 +24%
BL
887
BFSG LLC
California
$1.19M -$53.2K -330 -4%
EA
888
Evergreen Advisors
Tennessee
$1.19M -$2.26K -14 -0.2%
CJFS
889
Coulter & Justus Financial Services
Tennessee
$1.19M +$1.18M +7,310 New
MCA
890
Millennium Capital Advisors
Arkansas
$1.18M +$323 +2 +0%
DFG
891
Demars Financial Group
Washington
$1.18M -$9.82M -60,839 -89%
ONSWM
892
Old North State Wealth Management
North Carolina
$1.17M +$4.68K +29 +0.4%
EL
893
EMFO LLC
Florida
$1.16M
MWAM
894
Manhattan West Asset Management
California
$1.16M +$456K +2,827 +66%
PFG
895
Pacific Financial Group
Washington
$1.15M +$221K +1,369 +24%
SFG
896
SNS Financial Group
Minnesota
$1.14M -$4.84K -30 -0.4%
CWM
897
Cranbrook Wealth Management
Michigan
$1.14M
LPIC
898
LeJeune Puetz Investment Counsel
Michigan
$1.14M
TC
899
Trust Company
Kansas
$1.13M
CHA
900
Cooper/Haims Advisors
New York
$1.13M +$323 +2 +0%

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.