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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
KPCM
1051
Kings Point Capital Management
New York
$731K -$6.94K -43 -0.9%
IAIM
1052
Industrial Alliance Investment Management
Quebec, Canada
$723K +$440K +2,727 +157%
MCWS
1053
McKinley Carter Wealth Services
West Virginia
$721K +$303K +1,880 +73%
PMFA
1054
Plante Moran Financial Advisors
Michigan
$720K -$103K -637 -13%
WDL
1055
Well Done LLC
Michigan
$720K -$23.6K -146 -3%
MTIC
1056
Missouri Trust & Investment Company
Missouri
$715K
HA
1057
Herold Advisors
New York
$714K +$12.1K +75 +2%
CM
1058
Capital Management
Virginia
$714K
BMWM
1059
Brown Miller Wealth Management
Virginia
$714K +$161 +1 +0%
ADL
1060
Asset Dedication LLC
California
$714K +$6.13K +38 +0.9%
AWM
1061
Angeles Wealth Management
California
$714K +$710K +4,403 New
AWP
1062
Ascent Wealth Partners
New York
$712K -$8.71K -54 -1%
MW
1063
Milestone Wealth
New York
$712K
ORC
1064
O'Rourke & Company
Massachusetts
$712K +$126K +783 +22%
HA
1065
HFG Advisors
Ohio
$710K -$3.39K -21 -0.5%
GAM
1066
Gemmer Asset Management
California
$708K +$50.5K +313 +8%
CPO
1067
Cerity Partners OCIO
New York
$707K +$34.7K +215 +5%
CL
1068
Choreo LLC
Illinois
$703K
SCM
1069
SOL Capital Management
Maryland
$703K
PAM
1070
Palisade Asset Management
Minnesota
$702K
EFSCE
1071
Enterprise Financial Services Corp (EFSC)
Missouri
$700K -$70K -434 -9%
GL
1072
Graypoint LLC
New York
$698K -$767K -4,755 -52%
IGWM
1073
ICA Group Wealth Management
Colorado
$696K +$733K +4,545 New
SFWA
1074
Summit Financial Wealth Advisors
Louisiana
$694K
W
1075
Wealthquest
Ohio
$694K

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.