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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
SF
926
Safeguard Financial
Wisconsin
$1.06M +$1.05M +6,520 New
DWM
927
Dopkins Wealth Management
New York
$1.05M +$323 +2 +0%
FPGK
928
Financial Partners Group (Kansas)
Kansas
$1.05M +$2.9K +18 +0.3%
FPB
929
First PREMIER Bank
South Dakota
$1.05M +$64.9K +402 +7%
BS
930
Boenning & Scattergood
Pennsylvania
$1.05M +$93.4K +579 +10%
RIA
931
Realta Investment Advisors
Delaware
$1.05M -$349K -2,161 -25%
YIA
932
YHB Investment Advisors
Connecticut
$1.04M -$25.8K -160 -2%
JCM
933
Jacobi Capital Management
Pennsylvania
$1.04M +$207K +1,281 +25%
SEIA
934
Signature Estate & Investment Advisors
California
$1.03M +$51.1K +317 +5%
QWM
935
Quaker Wealth Management
New Jersey
$1.03M +$3.55K +22 +0.3%
SSC
936
Syverson Strege & Co
Iowa
$1.03M
TFA
937
Teamwork Financial Advisors
Texas
$1.02M -$30K -186 -3%
IFWM
938
Institute for Wealth Management
Colorado
$1.02M -$9.04K -56 -0.9%
CC
939
Chicago Capital
Illinois
$1.02M
EA
940
Emerald Advisors
Washington
$1.02M +$99.2K +615 +11%
CAAS
941
Capital Asset Advisory Services
Michigan
$1.01M +$61.3K +380 +6%
CAAM
942
Cornerstone Advisors Asset Management
Pennsylvania
$1.01M +$250K +1,552 +33%
MYIA
943
Mount Yale Investment Advisors
Colorado
$1.01M +$323 +2 +0%
BWM
944
Birchcreek Wealth Management
Ohio
$1M -$62.3K -386 -6%
SIA
945
Sage Investment Advisers
New York
$1M +$134K +831 +16%
FFG
946
Ford Financial Group
California
$996K -$94.9K -588 -9%
HFS
947
Horizon Financial Services
North Carolina
$995K -$301K -1,863 -23%
FCA
948
FinTrust Capital Advisors
South Carolina
$993K -$1M -6,220 -50%
EFL
949
ERn Financial LLC
Wisconsin
$992K -$26.8K -166 -3%
MWM
950
Minot Wealth Management
Massachusetts
$992K +$432K +2,679 +78%

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.