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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
CAM
76
Cresset Asset Management
Illinois
$47.8M +$283K +1,757 +0.6%
PWP
77
Principle Wealth Partners
Connecticut
$47.2M +$2.32M +14,370 +5%
IC
78
IEQ Capital
California
$47M -$700K -4,340 -1%
MA
79
Mosaic Advisors
Texas
$46.8M -$1.16M -7,167 -2%
PAS
80
Park Avenue Securities
New York
$45.4M -$1.06M -6,544 -2%
BO
81
BRR OpCo
Ohio
$45.3M -$64.4K -399 -0.1%
HPWM
82
Highland Private Wealth Management
Washington
$44.7M +$3.3M +20,449 +8%
BFS
83
Bard Financial Services
Connecticut
$44.7M +$79.1K +490 +0.2%
BPA
84
Beacon Pointe Advisors
California
$44.4M +$18.2M +112,503 +70%
B
85
Barings
North Carolina
$44.1M -$14.3M -88,751 -25%
AP
86
Arlington Partners
Alabama
$44.1M +$2.05M +12,736 +5%
PMG
87
ProVise Management Group
Florida
$42.7M +$424K +2,627 +1%
DADC
88
D.A. Davidson & Co
Montana
$42.6M +$873K +5,412 +2%
PA
89
Planning Alternatives
Michigan
$42.5M +$702K +4,353 +2%
EGA
90
E&G Advisors
Texas
$42.1M -$1.66M -10,304 -4%
HTC
91
Haverford Trust Company
Pennsylvania
$40.6M +$2.06M +12,753 +5%
ZB
92
Zions Bancorporation
Utah
$40.6M -$12.7M -78,957 -24%
AFA
93
American Financial Advisors
Georgia
$40.1M -$1.7M -10,564 -4%
CWM
94
Connecticut Wealth Management
Connecticut
$39.9M -$293K -1,813 -0.7%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$39.3M -$86.3M -534,605 -69%
EK
96
Evensky & Katz
Florida
$39.2M +$102K +635 +0.3%
JFA
97
JNBA Financial Advisors
Minnesota
$38.8M -$3.91M -24,262 -9%
KFAA
98
Klaas Financial Asset Advisors
Illinois
$37.5M +$1.71M +10,598 +5%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$37.1M -$374K -2,321 -1%
RCA
100
Resonant Capital Advisors
Wisconsin
$36.5M +$1.46M +9,024 +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.