We are live on ! Find out more
VIG icon

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
APG
1176
Abacus Planning Group
South Carolina
$543K +$807 +5 +0.1%
CCT
1177
Capital City Trust
Florida
$543K +$35.7K +221 +7%
CWM
1178
Congress Wealth Management
Massachusetts
$541K -$279K -1,730 -34%
FWM
1179
Frontier Wealth Management
Missouri
$541K -$4.2K -26 -0.8%
ICG
1180
InterOcean Capital Group
Tennessee
$541K +$16.5K +102 +3%
VIM
1181
Vista Investment Management
Pennsylvania
$540K +$323 +2 +0.1%
DLCIG
1182
D.L. Carlson Investment Group
New Hampshire
$539K -$161 -1 -0%
EPWM
1183
Essex Private Wealth Management
Massachusetts
$536K -$15.7M -97,228 -97%
TW
1184
Transform Wealth
Colorado
$535K -$134K -830 -20%
EWA
1185
Exencial Wealth Advisors
Oklahoma
$534K -$3.71K -23 -0.7%
RBCM
1186
Raub Brock Capital Management
California
$534K +$22.7K +141 +4%
SWM
1187
Stockman Wealth Management
Montana
$533K -$18.6K -115 -3%
RW
1188
RVW Wealth
California
$533K
SFG
1189
Summit Financial Group
West Virginia
$533K +$2.26K +14 +0.4%
TCOO
1190
Trust Company of Oklahoma
Oklahoma
$531K
B
1191
Bensler
Washington
$525K +$49K +304 +10%
CAM
1192
Covenant Asset Management
New Jersey
$524K -$36.3K -225 -7%
AP
1193
Appleton Partners
Massachusetts
$523K -$30.2K -187 -5%
SPWM
1194
Schrum Private Wealth Management
Florida
$522K +$31.1K +193 +6%
PAM
1195
Peak Asset Management
Colorado
$518K -$7.42K -46 -1%
CCA
1196
Conservest Capital Advisors
Pennsylvania
$514K -$623K -3,860 -55%
CAG
1197
Compass Advisory Group
New York
$511K -$9.04K -56 -2%
RF
1198
Rollins Financial
Georgia
$509K -$33.4K -207 -6%
KCFA
1199
Key Client Fiduciary Advisors
New Jersey
$509K +$73.9K +458 +17%
BSI
1200
Bennett Selby Investments
Maine
$509K +$507K +3,141 New

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.