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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
BWM
1151
Blossom Wealth Management
California
$577K +$23.7K +147 +4%
CP
1152
Capital Planning
Washington
$576K -$30.8K -191 -5%
CPSAC
1153
Chas P. Smith & Associates (CPS)
Florida
$576K
MKA
1154
M. Kulyk & Associates
Georgia
$575K
AT
1155
Arden Trust
Delaware
$572K +$22.7K +141 +4%
Kovitz Investment Group Partners
1156
Kovitz Investment Group Partners
Illinois
$568K -$447K -2,770 -44%
BHWA
1157
Beacon Harbor Wealth Advisors
Virginia
$568K
AW
1158
ACG Wealth
Georgia
$562K -$269K -1,666 -32%
MAA
1159
Matrix Asset Advisors
New York
$562K +$4.2K +26 +0.8%
FWCM
1160
Ferguson Wellman Capital Management
Oregon
$561K -$1.61K -10 -0.3%
VNA
1161
Valley National Advisers
Pennsylvania
$560K +$197K +1,222 +55%
FNWM
1162
Financial Network Wealth Management
Utah
$559K
CIG
1163
Cairn Investment Group
Washington
$558K -$285K -1,766 -34%
PPW
1164
Pasadena Private Wealth
California
$558K -$172K -1,064 -24%
SL
1165
Salomon & Ludwin
Virginia
$558K +$50.7K +314 +10%
RWA
1166
Redmont Wealth Advisors
Illinois
$557K
SC
1167
Stephens Consulting
Michigan
$556K -$9.52K -59 -2%
APIM
1168
Agate Pass Investment Management
Washington
$554K +$20K +124 +4%
RCM
1169
Radnor Capital Management
Pennsylvania
$553K +$62.9K +390 +13%
MWP
1170
Meridian Wealth Partners
Pennsylvania
$553K +$218K +1,350 +66%
WB
1171
Webster Bank
Connecticut
$550K +$223K +1,383 +69%
LC
1172
Lindbrook Capital
California
$547K -$53.2K -330 -9%
FPFS
1173
First Personal Financial Services
North Carolina
$546K -$16.1K -100 -3%
DHFB
1174
Dixon Hubard Feinour & Brown
Virginia
$546K
HIC
1175
Holderness Investments Company
North Carolina
$546K +$39.2K +243 +8%

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.