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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
WA
1226
Waverly Advisors
Alabama
$487K
IAP
1227
Indie Asset Partners
Indiana
$486K -$85.5K -530 -15%
LNWTC
1228
Laird Norton Wetherby Trust Company
Washington
$486K -$7.58K -47 -2%
CC
1229
Claybrook Capital
Massachusetts
$486K
WIM
1230
Westside Investment Management
California
$486K -$146K -905 -2%
Toronto Dominion Bank
1231
Toronto Dominion Bank
Ontario, Canada
$482K
BIM
1232
Bridges Investment Management
Nebraska
$480K -$121K -748 -20%
FNC
1233
First National Corp
Massachusetts
$479K -$2.1K -13 -0.4%
DI
1234
Disciplined Investments
Oklahoma
$476K -$85.5K -530 -15%
TWP
1235
Total Wealth Planning
Ohio
$473K +$471K +2,917 New
TA
1236
Tiedemann Advisors
New York
$471K -$162K -1,006 -26%
CRWM
1237
Castle Rock Wealth Management
California
$471K -$1.61K -10 -0.3%
T
1238
TCWP
Ohio
$469K -$262K -1,624 -36%
TWM
1239
Thrive Wealth Management
Pennsylvania
$469K -$2.74K -17 -0.6%
ML
1240
McAdam LLC
Pennsylvania
$468K +$161 +1 +0%
JC
1241
JB Capital
Connecticut
$466K -$6.78K -42 -1%
QCG
1242
Quadrant Capital Group
Ohio
$465K -$8.23K -51 -2%
COF
1243
Capital One Financial
Virginia
$462K -$2.64M -16,357 -85%
Chevy Chase Trust
1244
Chevy Chase Trust
Maryland
$462K -$72.1K -447 -14%
CPP
1245
Capasso Planning Partners
South Carolina
$462K +$115K +711 +33%
RA
1246
Rise Advisors
New York
$461K +$2.1K +13 +0.5%
RF
1247
RHS Financial
California
$459K
B
1248
Bailard
California
$458K
AGP
1249
Autumn Glory Partners
Texas
$458K +$24.8K +154 +6%
EIP
1250
Ellis Investment Partners
Pennsylvania
$456K -$26K -161 -5%

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.