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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
TFA
976
Triad Financial Advisors
North Carolina
$909K -$25.2K -156 -3%
SIA
977
Schechter Investment Advisors
Michigan
$909K +$12.3K +76 +1%
FFA
978
Founders Financial Alliance
North Carolina
$903K +$2.1K +13 +0.2%
CGA
979
Crescent Grove Advisors
Illinois
$902K +$161 +1 +0%
HBW
980
Hazlett, Burt & Watson
West Virginia
$901K +$898K +5,567 New
PP
981
Patten & Patten
Tennessee
$894K -$207K -1,282 -19%
SS
982
Sunbelt Securities
Texas
$893K -$107K -662 -11%
BWP
983
Baldwin Wealth Partners
Massachusetts
$892K
GCMG
984
Gyroscope Capital Management Group
Florida
$889K
LCC
985
Lincoln Capital Corp
Rhode Island
$888K
GGS
986
Galvin Gaustad & Stein
Arizona
$873K -$5.32K -33 -0.6%
HWM
987
Hemington Wealth Management
Virginia
$867K -$185K -1,145 -18%
LRIA
988
Leonard Rickey Investment Advisors
Washington
$865K -$36.9K -229 -4%
KA
989
Klingman & Associates
New York
$865K +$163K +1,012 +23%
MCM
990
Maryland Capital Management
Maryland
$863K +$40.5K +251 +5%
TI
991
Truepoint Inc
Ohio
$862K +$346K +2,146 +68%
SPI
992
Santori & Peters Inc
Pennsylvania
$858K -$98.9K -613 -10%
MWP
993
Madison Wealth Partners
Wisconsin
$857K +$347K +2,153 +69%
FAG
994
Fortitude Advisory Group
Washington
$856K -$40.3K -250 -5%
RCYC
995
Richard C. Young & Co
Rhode Island
$848K -$5.79M -35,905 -87%
HCM
996
HMS Capital Management
Tennessee
$846K -$2.42K -15 -0.3%
BMD
997
Better Money Decisions
New Mexico
$845K -$22.6K -140 -3%
WFA
998
Wells Financial Advisors
Massachusetts
$843K
CWS
999
Cypress Wealth Services
California
$840K -$5K -31 -0.6%
WMG
1000
WESCAP Management Group
California
$839K -$104K -643 -11%

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.