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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
FG
1076
Fiduciary Group
Georgia
$694K +$32.8K +203 +5%
BWP
1077
BSW Wealth Partners
Colorado
$691K -$40K -248 -5%
PFM
1078
Parsec Financial Management
North Carolina
$686K -$73.1K -453 -10%
IB
1079
Intrust Bank
Kansas
$685K +$73.4K +455 +12%
TSWM
1080
Triangle Securities Wealth Management
North Carolina
$684K -$11.8K -73 -2%
ATC
1081
Argent Trust Co
Tennessee
$683K +$29K +180 +4%
TFS
1082
Thoroughbred Financial Services
Tennessee
$682K +$98.4K +610 +17%
DBT
1083
Dubuque Bank & Trust
Iowa
$681K
RWA
1084
Redhawk Wealth Advisors
Minnesota
$681K
SIG
1085
Spinnaker Investment Group
California
$674K -$5.97K -37 -0.9%
FNB
1086
Farmers National Bank
Kentucky
$674K -$30.3K -188 -4%
FFG
1087
Frisch Financial Group
New York
$672K +$2.74K +17 +0.4%
RI
1088
Ridgewood Investments
New Jersey
$667K -$115K -712 -15%
GI
1089
Gradient Investments
Minnesota
$667K -$12.9K -80 -2%
JWBC
1090
John W. Brooker & Co
California
$667K +$85.7K +531 +15%
FW
1091
FirstPurpose Wealth
Utah
$666K +$149K +922 +29%
LHWM
1092
Lake Hills Wealth Management
Texas
$665K -$59.2K -367 -8%
SCA
1093
Sage Capital Advisors
South Dakota
$664K
HDIM
1094
Hanson & Doremus Investment Management
Vermont
$662K -$9.52K -59 -1%
VFP
1095
Verus Financial Partners
Virginia
$661K -$33.1K -205 -5%
SWM
1096
Sugarloaf Wealth Management
Georgia
$661K
FAG
1097
Financial Advisory Group
Texas
$657K
WCWM
1098
Willow Creek Wealth Management
California
$655K
PW
1099
Peninsula Wealth
California
$652K +$30K +186 +5%
DWM
1100
Destination Wealth Management
California
$651K +$147K +913 +29%

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.