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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
RG
1201
Rathbones Group
United Kingdom
$508K
MWM
1202
Madison Wealth Management
Ohio
$508K +$2.58K +16 +0.5%
SMA
1203
Sage Mountain Advisors
Georgia
$507K -$87.9K -545 -15%
PA
1204
Parkside Advisors
California
$507K
CSIA
1205
Carl Stuart Investment Advisor
Texas
$506K +$50.3K +312 New
FA
1206
Fermata Advisors
California
$505K -$55.2K -342 -10%
HCM
1207
Hengehold Capital Management
Ohio
$505K -$38.4K -238 -7%
CA
1208
Carson Advisory
Georgia
$505K +$102K +632 +25%
S
1209
SimplyRich
California
$503K
RCI
1210
RS Crum Inc
California
$503K +$71.6K +444 +17%
ZIM
1211
Zacks Investment Management
Illinois
$502K +$310K +1,924 +164%
OBGC
1212
O'Brien Greene & Co
Pennsylvania
$501K -$16.9K -105 -3%
KFA
1213
Kelleher Financial Advisors
New York
$501K +$21K +130 +4%
LPT
1214
Legacy Private Trust
Wisconsin
$498K
MJB
1215
Mark J. Bradley
$498K +$32.3K +200 +7%
BDF
1216
Black Diamond Financial
Maryland
$498K +$81.8K +507 +20%
WCM
1217
Wealthcare Capital Management
Virginia
$497K
WKSWA
1218
White Knight Strategic Wealth Advisors
New Jersey
$497K +$495K +3,066 New
GAM
1219
Gould Asset Management
California
$496K
KSWA
1220
Kathleen S. Wright Associates
Pennsylvania
$495K +$323 +2 +0.1%
RTS
1221
Round Table Services
New Jersey
$493K -$13.7K -85 -3%
SFG
1222
Sowa Financial Group
Rhode Island
$492K -$10K -62 -2%
IWP
1223
Icon Wealth Partners
Texas
$490K
IA
1224
IAM Advisory
Pennsylvania
$490K +$2.1K +13 +0.4%
CHC
1225
City Holding Co
West Virginia
$490K +$10.2K +63 +2%

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.