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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
CL
101
CPWM LLC
Washington
$36.2M +$546K +3,383 +2%
PCOC
102
Power Corp of Canada
Canada
$35.9M +$35.7M +221,321 New
AWA
103
Arete Wealth Advisors
Illinois
$35.9M +$18.9M +116,902 +112%
MA
104
MJP Associates
Connecticut
$35.5M +$21.5M +133,087 +156%
WA
105
Wealth Architects
California
$35.4M -$798K -4,946 -2%
BP
106
Ballentine Partners
Massachusetts
$35.4M -$113K -698 -0.3%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$34.6M +$460K +2,852 +1%
TCM
108
TD Capital Management
Tennessee
$34.2M -$83.6K -518 -0.2%
BWM
109
BerganKDV Wealth Management
Minnesota
$34.1M -$3.13M -19,408 -8%
SFA
110
Seneca Financial Advisors
New York
$34M +$532K +3,299 +2%
Two Sigma Investments
111
Two Sigma Investments
New York
$34M -$67.2M -416,500 -67%
CIBC World Market
112
CIBC World Market
Ontario, Canada
$32.9M -$650K -4,030 -2%
BCM
113
Brookstone Capital Management
Illinois
$32.8M +$4.07M +25,222 +14%
TVAMP
114
Tennessee Valley Asset Management Partners
Tennessee
$32.6M +$1.17M +7,221 +4%
PI
115
PFS Investments
Georgia
$31.7M -$1.17M -7,229 -4%
M&T Bank
116
M&T Bank
New York
$31.5M +$3.53M +21,889 +13%
PFO
117
Pathstone Family Office
New Jersey
$31.4M -$472K -2,924 -1%
PP
118
PDS Planning
Ohio
$31.4M +$1.61M +9,955 +5%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$31.4M +$1.45M +9,007 +5%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$30.8M +$1.13M +7,010 +4%
AT
121
American Trust
Kentucky
$30.7M +$8.86M +54,908 +41%
WWM
122
Western Wealth Management
Colorado
$30.5M +$15.7M +97,079 +107%
DT
123
Diversified Trust
Tennessee
$30.3M -$2.03M -12,573 -6%
EH
124
Equitable Holdings
New York
$30.1M -$1.95M -12,057 -6%
ECG
125
Edge Capital Group
Georgia
$29.4M -$4.06M -25,160 -12%

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.