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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
MAM
1126
Meeder Asset Management
Ohio
$617K -$21.5K -133 -3%
GT
1127
Glenview Trust
Kentucky
$617K +$123K +760 +25%
JWA
1128
JFS Wealth Advisors
Pennsylvania
$614K -$92.1K -571 -13%
CNC
1129
Citizens & Northern Corp
Pennsylvania
$612K -$45.7K -283 -7%
NEWAS
1130
N.E.W. Advisory Services
Wisconsin
$612K +$129K +800 +24%
PWLP
1131
Prio Wealth Limited Partnership
Massachusetts
$609K
CMS
1132
Capital Market Strategies
Florida
$607K +$15.8K +98 +3%
ICM
1133
IMS Capital Management
Oregon
$604K +$292K +1,810 +95%
1W
1134
1776 Wealth
Georgia
$602K
RWP
1135
Revolve Wealth Partners
New Jersey
$601K +$484 +3 +0.1%
CB
1136
Cadence Bank
Mississippi
$600K +$34.2K +212 +6%
SWM
1137
Soundmark Wealth Management
Washington
$599K +$14K +87 +2%
TMWM
1138
Taylor & Morgan Wealth Management
Michigan
$597K -$31.5K -195 -5%
1832 Asset Management
1139
1832 Asset Management
Ontario, Canada
$593K +$161K +1,000 +37%
GWSG
1140
GPS Wealth Strategies Group
Colorado
$590K +$228K +1,415 +64%
HHGA
1141
Halbert Hargrove Global Advisors
California
$590K +$325K +2,015 +124%
WCP
1142
Wick Capital Partners
Pennsylvania
$589K -$5.65K -35 -1%
HCM
1143
Howland Capital Management
Massachusetts
$587K
FAN
1144
Financial Advisors Network
California
$587K +$233K +1,445 +66%
WPC
1145
Wedmont Private Capital
Pennsylvania
$586K +$19.2K +119 +3%
BWM
1146
BCS Wealth Management
Tennessee
$584K +$16.1K +100 +3%
WWG
1147
West Wealth Group
California
$584K +$581K +3,602 New
KFP
1148
KMG Fiduciary Partners
Ohio
$582K +$62.4K +387 +12%
OCPWS
1149
One Charles Private Wealth Services
Massachusetts
$581K +$161 +1 +0%
GT
1150
Greenleaf Trust
Michigan
$578K +$37.9K +235 +7%

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.