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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
WCM
1026
Weik Capital Management
Pennsylvania
$782K +$38.7K +240 +5%
SC
1027
Saiph Capital
New Jersey
$777K -$15.3K -95 -2%
VAM
1028
Vienna Asset Management
California
$777K +$741K +4,593 +2,285%
TIA
1029
Traphagen Investment Advisors
New Jersey
$774K -$178K -1,105 -19%
HCC
1030
Hirtle Callaghan & Co
Pennsylvania
$773K -$56.6K -351 -7%
BTWM
1031
Baker Tilly Wealth Management
Wisconsin
$771K -$80.2K -497 -9%
PIA
1032
Perennial Investment Advisors
California
$771K +$235K +1,456 +44%
BDF
1033
Balasa Dinverno & Foltz
$770K
JIP
1034
Jaffetilchin Investment Partners
Florida
$768K +$34.8K +216 +4%
PWMAG
1035
Pinnacle Wealth Management Advisory Group
New Jersey
$766K +$42.3K +262 +6%
KC
1036
Kenfarb & Co
Kentucky
$765K
AAM
1037
Aureus Asset Management
Massachusetts
$761K -$3.23K -20 -0.4%
ACP
1038
Arcus Capital Partners
Georgia
$751K +$1.94K +12 +0.3%
TWA
1039
TCI Wealth Advisors
Arizona
$749K -$40K -248 -5%
AHC
1040
Anderson Hoagland & Co
Missouri
$749K -$8.07K -50 -1%
PP
1041
Prudential plc
United Kingdom
$749K +$54.9K +340 +8%
SRC
1042
Sage Rhino Capital
California
$748K
BFA
1043
Beaumont Financial Advisors
Massachusetts
$747K +$36K +223 +5%
CA
1044
CapWealth Advisors
Tennessee
$744K +$180K +1,118 +32%
PCMC
1045
Private Capital Management (Colorado)
Colorado
$742K +$16.6K +103 +2%
LCM
1046
Logan Capital Management
Pennsylvania
$739K -$6.45K -40 -0.9%
CCM
1047
Carlson Capital Management
Minnesota
$739K +$2.42K +15 +0.3%
GP
1048
Girard Partners
Pennsylvania
$737K +$406K +2,517 +124%
BBPWM
1049
Blue Bell Private Wealth Management
Pennsylvania
$737K +$612K +3,794 +506%
KWS
1050
Keystone Wealth Services
California
$733K -$29.4K -182 -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.