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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
AWM
1101
Avaii Wealth Management
Wisconsin
$649K +$2.26K +14 +0.4%
GAG
1102
GM Advisory Group
New York
$648K +$645K +3,995 New
DWMG
1103
DB Wealth Management Group
California
$644K -$968 -6 -0.2%
CPIG
1104
Chicago Partners Investment Group
Illinois
$643K -$42.4K -263 -6%
AMM
1105
American Money Management
California
$641K
EC
1106
Estate Counselors
Wisconsin
$638K -$11M -68,130 -95%
MG
1107
Mather Group
Illinois
$638K +$634K +3,932 New
JG
1108
Jefferies Group
New York
$637K +$2.26K +14 +0.4%
PP
1109
PrairieView Partners
Minnesota
$637K -$1.77K -11 -0.3%
MFG
1110
Magnus Financial Group
New York
$636K +$93.3K +578 +17%
SCA
1111
Scott Capital Advisors
Oregon
$636K +$98.7K +612 +19%
VCP
1112
Vista Capital Partners
Oregon
$635K -$29.8K -185 -5%
FNBOO
1113
First National Bank of Omaha
Nebraska
$633K
SAM
1114
S.A. Mason
Michigan
$630K -$50.2K -311 -7%
SL
1115
SWMG LLC
Texas
$627K +$169K +1,046 +37%
TDC
1116
Thompson Davis & Co
Virginia
$625K +$96K +595 +18%
HFS
1117
Heritage Financial Services
Massachusetts
$625K +$281K +1,744 +83%
MFG
1118
Merit Financial Group
Georgia
$624K +$165K +1,021 +36%
VC
1119
Vicus Capital
Pennsylvania
$621K -$192K -1,188 -24%
PSF
1120
Pacific Sun Financial
California
$621K
RIM
1121
Rockbridge Investment Management
New York
$620K -$97.6K -605 -14%
BCM
1122
Boltwood Capital Management
California
$620K -$807 -5 -0.1%
IAA
1123
Independent Advisor Alliance
North Carolina
$619K
C
1124
Certuity
Florida
$619K +$129K +800 +27%
WPA
1125
West Paces Advisors
Georgia
$617K

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.