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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
MWM
1001
Merriman Wealth Management
Washington
$839K +$7.74K +48 +0.9%
CAI
1002
Capital Advisors Inc
Oklahoma
$838K +$16.9K +105 +2%
RFN
1003
RDA Financial Network
Iowa
$837K +$180K +1,116 +28%
RC
1004
Roundview Capital
New Jersey
$833K +$220K +1,362 +36%
MHIC
1005
Marble Harbor Investment Counsel
Massachusetts
$832K
TWM
1006
Titus Wealth Management
California
$831K +$1.13K +7 +0.1%
AWA
1007
Arkadios Wealth Advisors
Georgia
$830K -$5.31M -32,925 -87%
CAM
1008
Carret Asset Management
New York
$830K +$19.2K +119 +2%
HI
1009
Horizon Investments
North Carolina
$827K +$171K +1,058 +26%
ES
1010
Eagle Strategies
New York
$821K -$6.32M -39,163 -89%
WB
1011
West Bancorporation
Iowa
$817K -$44.9K -278 -5%
BAS
1012
Brown Advisory Securities
Maryland
$810K +$50K +310 +7%
AIM
1013
Avity Investment Management
Connecticut
$809K +$116K +720 +17%
BCM
1014
Brookmont Capital Management
Texas
$801K +$1.77K +11 +0.2%
VAS
1015
Vestmark Advisory Solutions
Massachusetts
$800K -$124K -766 -13%
Neuberger Berman Group
1016
Neuberger Berman Group
New York
$798K -$2.74K -17 -0.3%
LWM
1017
Laidlaw Wealth Management
New York
$798K +$11.9K +74 +2%
FPW
1018
Flagship Private Wealth
Massachusetts
$793K -$205K -1,269 -21%
BWM
1019
BNC Wealth Management
Oregon
$792K -$484 -3 -0.1%
WH
1020
Willner & Heller
California
$789K -$12.4K -77 -2%
BCI
1021
Brinker Capital Investments
Pennsylvania
$789K +$2.58K +16 +0.3%
IWN
1022
Independent Wealth Network
Iowa
$788K -$182K -1,129 -19%
AWM
1023
Altium Wealth Management
New York
$788K -$155K -963 -17%
KC
1024
Kingfisher Capital
North Carolina
$787K +$161 +1 +0%
SFP
1025
Sterling Financial Planning
New Jersey
$786K -$10.3K -64 -1%

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.